P1 Investment Services

P1 provides investment solutions to financial advisers and their clients, charities and trusts. P1 provides two distinct investment services. Investment management services in the form of our Managed Portfolio Service (MPS) and a Bespoke Investment Service (BIS), and the award-winning P1 Platform for advisers and wealth managers. The P1 MPS provides a range of risk-rated and objective focused model portfolios. These are available through third party platforms and will be available through P1’s own platform solution when it launches. There are three sub-services within the MPS: - Hybrid Portfolio Service - Ethical and Sustainable Investing Service - Passive Portfolio Service P1's bespoke investment service provides tailored portfolios to larger private clients, charities, trusts, companies, investors with specific ethical requirements and tier 1 visa investors. P1 seeks to provide a highly efficient, cost-effective and technology driven investment and platform service, created for the 21st century financial adviser to use for their clients. It will seek to continually develop by embracing new ideas and technology to remain at the forefront of private client investment management. P1 Investment Management Limited is authorised and regulated by the Financial Conduct Authority, Registration Number 752005 Overview: What is P1? An adviser-owned investment platform and discretionary investment management (DFM) solution It will be part-owned by high-quality adviser firms who will be invited to participate in strategic decision making, ensuring the platform and investment management services continue to develop in accordance with the needs of financial advisers and their clients What will P1 do? Provide an open-architecture discretionary investment platform incorporating a General Investment Account (GIA), a Individual Savings Account (ISA), a Junior ISA, a Self-invested Personal Pension (SIPP), and the ability to manage assets from third party product providers P1 Investment Management Limited is authorised and regulated by the Financial Conduct Authority, Registration Number 752005 Approx. Number of Employees: 10 Founded: 2016