We provide a full spectrum of investment solutions, from low-cost model portfolios and evidence-based ethical investing to mandated models and fully bespoke, all crafted to meet the varied needs of clients and advisers. Being born from an advice firm ourselves, we understand the everyday challenges you face.
This perspective allows us to offer services that genuinely fit your practice — whether through flexible investment choices, understanding value and fee-impact, or simply being there when you need us. We’re here to help you do what you do best: deliver meaningful results and value for your clients.
WHY INVEST WITH P1?
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LOW-COST
We harness processes and automation to keep our costs low. The result? Lower charges for your clients. -
FULL SPECTRUM
Active, Passive, Income, Accumulation, Mandated, Ethical, Bespoke, Digital, and AIM—choose what works for you and your clients. -
TRANSPARENT
Meeting Consumer Duty, we provide all the information you and your clients need, exactly when you need it. -
AWARD-WINNING TEAM
Feel confident that our highly experienced and award-winning team are managing your investments. -
AVAILABILITY
Our services are available on all major third-party platforms, including offshore ones, and, of course, the P1 Platform. -
INDEPENDENT
We are independent, employee-owned, and profitable, investing only with client outcomes in mind.
FULL SPECTRUM
We understand that a single solution doesn’t suit all when it comes to investment styles and options for adviser firms and their clients. That’s why we offer a full spectrum of investment services, all built on our efficient, core Stratfolio approach, allowing you to choose what works best for your business and your clients.
ACTIVE PORTFOLIOS
PASSIVE PORTFOLIOS
MANDATED MODELS
EVIDENCE-BASED ETHICAL
BESPOKE INVESTMENT
SERVICES TO SUIT YOU
Whichever investment service you’re looking for, you’ll likely find it at P1 — including model portfolios, bespoke solutions, and ethical options.
Testimonials
Moving to P1’s Mandated Model Portfolio service has been a great benefit for us and our clients. Knowing our investment proposition is expertly managed by P1 lets us focus on advising our clients and getting the best for them, what they pay us for, not researching and managing portfolios. Over the years they saved us quite a bit of time. They listen to our needs and quarterly ICMs with the team give us useful updates, let us input and then arms us with the knowledge to chat to our clients about the portfolios.
One of the things we like about P1 is their full line up of investment options, it lets us pick and choose what’s best for our clients. Their low-cost asset trackers are great for most of our clients in accumulation, but we’ve also got clients using their Ethical portfolios and a few in their Retirement Income. We know the team have a consistent style, range of risk levels, and are cost focused. This means there’s no nasty surprises if we move clients from one portfolio range to another as their needs change.
P1 stood out in a number of areas, they listened to us and the needs of our clients and had a very similar approach to investment management as ourselves. They offered unrivalled access to the management team, a flexible approach to working together and their services are competitively priced.
WHO IS P1 FOR?
We’re agnostic when it comes to investment style, believing that different approaches suit different adviser firms, clients, and objectives. Our full spectrum of investment services allows you to choose the option that aligns with your philosophy and clients. If you want to take it a step further, our Mandated Model Service lets you create a bespoke set of models tailored specifically to your firm and clients.
P1 Investment Management was born from an advice firm — a firm frustrated by the expensive and inefficient services offered by incumbent providers. We understand the challenges advisers face, the pressures they’re under, and what they aim to achieve for their clients. We work alongside you to deliver excellent service and results for you and your clients.
While we’re committed to being low-cost, we understand that you value more than just price. In a landscape of regulatory changes and rising expenses, we offer advisers efficient, cost-effective solutions that help maintain high service levels — even for lower-value clients. Beyond our portfolios, we support advisers with regular webinars, quarterly reviews, insightful documentation, and access to our expert knowledge base.
Model Portfolio Services
Our ModelPortfolio Service offers a range of risk-rated portfolios with proven track records provided at highly competitive costs.
Mandated Model Portfolio Service
Work with the award-winning P1 Investment team to craft a suite of discretionary model portfolios that are bespoke to your firm’s requirements. An efficient investment management solution freeing you to focus on your clients.
Bespoke investment services
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.
Ethical Investment Services
We’re leaders in ethical investment. And when we say ethical, we mean it. From model portfolios to a multi-asset fund, we have ethical solutions to fit you and your clients.
Available on these platforms
