Clyst House, Clyst St Mary, Exeter, EX5 1GB, United Kingdom
Our mission is to work with you to develop a cost-effective investment service that delivers efficiency and value for you and your clients
Advice, not admin
As an award-winning discretionary investment manager and platform operator, P1 Investment Services collaborates with industry professionals to harness cutting-edge technology, overcoming the limitations often faced by traditional providers in our industry. Our offerings encompass a best-in-class investment platform and investment management services that are accessible via third-party platforms. We are dedicated to enabling advisers and independent investment managers to focus on their clients, serving them better, not focusing on admin.
At P1, we believe in delivering exceptional service, pioneering innovative solutions, and minimising costs for you and your clients. We are committed to highlighting the importance of ethical and sustainable investment, issues that are rooted in our business, not just our services.
Our Managed Portfolio Service offers a range of risk-rated portfolios with proven track-records provided at highly competitive costs. Our Bespoke Investment Service is designed for those clients with specific requirements. They’ll likely have more complex needs or a larger portfolio that might suit a more targeted approach....
We streamline much of what other investment platforms do, lose the bloated functionality you’ll never use, and charge much less. We created the P1 Platform because we saw how others were doing things and knew there was a better way. We’re not interested in shiny gadgets, widgets and outdated paper processes.......