Parmenion
David Beattie has significant experience in the financial services industry, currently serving as the Regional Sales Director at Parmenion. David has previous experience in roles such as Regional Sales Manager at Parmenion, Intermediary Sales Manager at Brown Shipley, Business Development Manager at Ascentric and The Hartford, as well as Estate Planner at Trusted Legal Services and Independent Financial Advisor at Millfield Partnership. David's expertise lies in creating efficient and cost-effective investment services for Financial Advisers by combining innovative technology with investment management.
This person is not in any teams
Parmenion
Winner of Moneyfacts' Best Wrap/Platform Award 2023, Parmenion is a rapidly growing technology and investments solutions business. We’re home to around £9bn worth of investments, are partnered with more than 1,500 advisers and look after 90,000+ clients. Building investment solutions and our own technology means we deliver the service that meets, and often exceeds, financial advisers and their clients’ expectations. Our platform is a joy to use – and evolves quickly in a process of constant, continuous improvement. If you’d like to find out more, visit our website or contact us.