We are P1, and we believe there’s a better way. Our mission is to collaborate with you to develop a cost-effective investment service that delivers efficiency and value for you and your clients.
As a leading discretionary investment manager and platform operator, P1 Investment Services partners with industry professionals to leverage cutting-edge technology, bypassing the constraints that often hinder traditional investment firms. Our offerings include a comprehensive investment platform, model portfolios accessible via third-party platforms (Wealth Accumulation Portfolios, Retirement Income Portfolios, cost-efficient Asset Tracker Portfolios, and Ethical & Sustainable Investment Portfolios), and tailor-made investment services.
P1 Investment Services was born out of a Chartered Financial Planning firm that provided investment management solutions to its clients. In 2016, we spun off the investment activities to form P1, building upon a five-year track record of success with our hybrid portfolios and implementing the same investment methodology across all our portfolios.
At P1, our priorities are to deliver exceptional client service, pioneer innovative solutions, and minimise costs for our clients. We are committed to promoting the significance of ethical and sustainable investment and fostering a deeper understanding of this approach through seminars and lectures. By engaging with fund houses, we actively contribute to shaping the ethical and sustainable investment conversation.
While our headquarters are nestled in picturesque Devon, we serve clients across the UK.
Our team of professionals and committed support staff are paramount in helping us to deliver an exciting and genuinely unique proposition to professional advisers and their clients
BA (Hons) MSc, Chartered MCSI, DipPFS
James is the founder and Managing Director of P1. He graduated from University with a first class honours degree in Accounting and Finance before completing his Masters Degree. James has subsequently gained professional qualifications in both the financial planning and investment management disciplines and is a Chartered Member of the CISI.
BA (Hons), MBA
Hugo built and developed the Ascentric/IFDL investment platform, building it to £9.8bn of assets on completion of its sale to Royal London. Prior to that Hugo was CEO of James Hay, and Director of Life and Pension products at Abbey National. Hugo has a degree in Economics from the University of Nottingham and an MBA from the London Business School.
BA (Hons), FPFS, Chartered MCSI
Adam has been working in financial services since 2006, gaining experience in a variety of roles within IFA firms such as the client journey, process management and operations. Joining P1 in October 2019, Adam brings a wealth of platform knowledge to the P1 Team, with a strong focus on the smooth operation of the P1 Platform and P1’s internal systems and processes. He is a Fellow of the Personal Finance Society and a Chartered Member of the Chartered Institute for Securities and Investments.
Chartered MCSI, ACII, DipPFS
Paul has over 30 years’ experience in the financial services industry and has worked in compliance consultancy roles for four of the five main high street banks, one of the ‘big four’ accountancy firms and various product providers. As well as holding the CISI’s Certificates in Investment Operations and Risk in Financial Services, Paul has passed the Chartered Insurance Institute’s Securities Advice and Dealing exam and holds the Certificate in Discretionary Investment Management.
Gary qualified as a Chartered Accountant in 1990, working in industry and practice until 1994 when he became a partner in practice, developing a diverse client base. Gary’s experience in accountancy and audit will be invaluable to P1 Investment Management, as it builds assets under management.
BSc (Hons), MSc
Head of Marketing
Harry has a BSc and a Masters Degree from the University of Birmingham. After graduating, he worked offshore as a Senior Engineer for oil services giant as part of their fast track scheme. From there he progressed on-shore to the Operations and Support Team, before working in the Marketing & Sales group at WesterGeco, a subsidiary of Schlumberger. This experience in marketing of different fronts with an analytical background allowed him to migrate to financial services.
Head of Sales
Jonathan has over 25 years investment business development and sales experience with significant success at local and strategic level, assisting financial advisers and professional connections with outsourced, discretionary investment solutions. Following 11 years as a senior business development manager with a leading DFM, Jonathan manages the national distribution of P1’s investment services and fully digital adviser platform.
PA to Managing Director
Robyn has been working in the financial services industry for over 15 years, having previously been a Senior Administrator at two large national Life Co’s – looking after their biggest client. She joined Prydis Wealth as a Personal Assistant and Team Leader in December 2016, and is now working at P1 as James’ Personal Assistant. Robyn utilises her administration background with her knowledge of the financial services industry to provide support to the P1 team.
BSc (Hons), MSc, Chartered FCSI
Chief Investment Officer
Will achieved an MSc in Finance and Investment from the University of Exeter and an Accounting and Finance BSc from the University of Bath. Will has subsequently gained the Chartered Institute of Securities and Investments’ Chartered Wealth Manager qualification. Will’s talent is recognised by Citywire having been named as one of the Top 30 investment managers under the age of 30 four years in a row.
BA (Hons), ACSI, DipPFS
Operations and Investment Analyst
Adrian was previously an investment process manager at a firm of wealth managers and prior to that Personal Tax Senior at Darnells Chartered Accountants and a Personal Tax Senior at EY. Adrian holds the Chartered Insurance Institute’s Diploma in Financial Planning as well as level four qualifications in Securities Advice and Dealing, Discretionary Investment Management and Wrap & Platform Services.
On graduating from the University of Birmingham with a BA (Hons) Gordon trained to qualify as a chartered accountant. Leaving this, Gordon worked and managed super-yachts as a mate for several years before returning to the UK. On returning to the U.K. he obtained the IMC and level 1 of the CFA program before taking up his role as Investment Analyst at P1 Investment Management where he continues his CFA level 2 qualification.
DPhil, Chartered FCSI, SIPC
Head of Research & Ethical Investing
Quintin has worked for actuarial and investment consultancy firms as well as a multi-national European bank for nearly ten years including wide experience in quantitative fund and risk analysis. He is a Fellow of the Institute of Physics, a Chartered Fellow of the Chartered Institute for Securities and Investments and a Chartered Wealth Manager. Quintin has completed the Sustainable Investment Professional Certification (SIPC) becoming this programme’s second graduate in the UK. As a secondary affiliation, from March 2022, Quintin has been an Associate Business Fellow at the UK Centre for Greening Finance and Investment (CGFI) researching share price downside risks associated with the historical emissions of listed companies.
Trainee Investment Manager
Harry recently graduted from school, having received top marks in his Business, Economics and Photography A-Levels. While studying at school Harry generated income by buying and selling unique and rare car through his understanding of the car market and leveraging his photography skills. He has joined P1 as a trainee investment manager and will support the investment team. He has started his CISI Level 4 Wealth Management qualifications.
Platform Relationship Manager
Sim has worked in the finance sector for over 20 years. Working predominantly in retail financial services, he has experience across investment propositions, model portfolios, and platforms. A consultative business development specialist, he has managed relationships with institutional, intermediary and retail clients. Sim’s financial services journey began in New York where he spent three years working for a global private bank. His retail financial experience includes seven years as an investment analyst for a wealth management firm, and sales roles working with financial advisers across the UK. He is a trustee of a local dementia awareness charity, is IMC-qualified and is a graduate of the University of Edinburgh.
Platform Relationship Manager
Shaun has been working in the financial services industry since 2012 having spent most of this time as a Business Development Manager. His previous experience was focused in the Individual Protection sector having worked national life and pension companies. Shaun joins P1 as a Relationship Manager with a focus on the support and development of our existing and new relationships for our platform services.
Craig has been working in the financial services industry since 2012 and has gained vast experience and knowledge from both a provider and IFA perspective. Having joined P1 in November 2019, Craig is looking to utilise and apply this experience and knowledge to the P1 Platform, to help create an efficient and effective client journey throughout.
Adviser Platform Support
Dean previously worked in the Financial Service Industry for a large national firm between 2013 and 2016,. He then moved into the commercial and private property sector with a role as property manager, helping develop his customer services skills. Dean joins P1 to support Craig in the platform operations team where he will be looking to use his extensive administrative experience and customer service skills to help create an efficient and effective client journey throughout.
BSc (Hons), MSc
Principle Software Engineer
Tom has a BSc in Computer Science followed by a Masters in Autonomous Systems, both from the University of Exeter. He has over 18 years of software development experience. He is a full-stack developer with professional and personal expertise as a hands-on developer, architect and leading teams of developers. Tom has worked across various verticals of development, having designed and built enterprise-level solutions using both object-oriented and service-oriented approaches and utilising distributed cloud solutions. He has worked across many industries, including education, charity, military, and financial services. Tom is a key member of the team to continue P1’s digital development.
Investment Manager – Corrival Capital
Nick has over 25 years of investment management experience for national and regional firms. Most recently he was head of the South West office for a national discretionary manager, with assets under management growing from £30m to £400m while under his stewardship. He is a Chartered Wealth Manager and Chartered Fellow of the CISI. Nick joins P1 as a self-employed investment manager and director of Corrival Capital Management (corrivalcm.com)
Investment Manager – Five Horizons
Daniel has over 25 years of industry experience including his previous roles as an IFA, an Investment Director for City Asset Management and Deputy Office Head at Brooks Macdonald. Daniel manages portfolios for private clients and strives to be a thoughtful and diligent custodian of clients’ money throughout challenging markets.
Daniel is a Chartered Wealth Manager and joins P1 as a self-employed investment manager and founder of Five Horizons Wealth Management Ltd. (Under Construction – www.5horizons.co.uk)
Portfolio Manager – Elston Portfolio Management
Henry is Head of Research at Elston Consulting and is on the investment committee of P1 Investment Management. He is also Portfolio Manager for Elston Portfolio Management (a trading style of P1 Investment Management) which runs strategies for financial advisers using research and insights from Elston Consulting. Elston researches and develops investment strategies for wealth managers and financial advisers for delivery in a range of formats – portfolios, funds or indices. Projects include multi-asset portfolios and/or funds built for Architas, AXA Wealth, Copia Capital Management/Novia Financial plc and Interactive Investor, as well as proprietary and custom strategies.
After graduating in 1999 with a first-class MA(Hons) degree from the University of Edinburgh, he worked as a research analyst at leading investment managers, including Schroders plc, Thames River Capital LLP and was a partner at Nevsky Capital LLP. Henry is also a trustee of various private client and charitable trusts. Henry is an IMC holder since 2000, a CFA charter holder since 2004. He has recently authored a book on “How to Invest with Exchange Traded Funds”. (www.elstonportfoliomanagement.co.uk)
Your dream job
Want to join a team of professionals committed to providing services that reach beyond the boundaries imposed by traditional professional firms? Join us today