P1 Investment Management
HQ Address
Senate Court, Southernhay Gardens, Exeter, Devon, EX1 1NT, United Kingdom
Website Address
Business introduction
P1 Investment Management (P1) is a discretionary investment manager working closely with industry professionals, using technology to overcome the restrictions and limitations dominant in many traditional investment houses and platforms
We provide efficient and effective solutions, including; model portfolios available through the P1 platform and third-party platforms (hybrid portfolios, very low-cost passive portfolios, and ethical and sustainable portfolios), a bespoke investment service, and a tier 1 investor visa service
P1 originated from a chartered financial planning firm who provided investment management solutions to its clients. The investment activities were spun out from that firm into P1 in 2016. Our hybrid portfolios have a five-year track record, and we adopt the same investment methodology throughout our investment portfolios.
At P1 our key focuses are to provide a high level of client service, develop innovative solutions, and reduce costs for our clients. We also strive to raise awareness about the importance of ethical and sustainable investment and increase familiarity with the concept through seminars and lectures. We endeavour to engage with fund houses and to shape the ethical and sustainable investment debate.
The P1 Platform is a modern totally digital platform with efficiency at its heart. We streamline much of what other investment platforms do, lose the bloated functionality you'll never lose, and charge much less.
P1 Investment Management Solutions
Investment 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....
business needs
P1 Platform
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 We’re not interested in shiny gadgets, widgets and outdated paper processes.......
