Assets Under Influence
P1 Platform Adviser Firms
P1 Investment Management Firms
AUM & Adminstration
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.
The P1 Leadership Team
Our leadership team combines a wealth of experience in the financial advice sector, bringing together a diverse range of expertise in investment management, investment platforms, and financial advice. Our team is dedicated to pioneering innovative solutions that meet the evolving needs of financial advisers and their clients. Supporting our visionary leadership team is great group of staff committed to building better, more efficient services for financial advisers; meet the whole P1 Team here.
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.
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), 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.
BSc (Hons), MSc
Head of Engineering
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.
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.
Who owns P1 Investment Services
We’re proud that P1 is majority owned by its staff. We are not private equity or venture capital backed, our focus is on our clients, not our investors.
We believe that providing staff with the opportunity to own part of the company creates a common goal and mission at every level of the business. Whether that’s providing brilliant platform customer service or developing innovative investment solutions for our clients. Everyone at P1 is dedicated and focused on seeing it grow and deliver the best possible outcomes for our clients.
We’re proud to say that P1 Investment Services became profitable in 2021, four years after launching. We continue to be profitable and both service lines continue to grow significantly year on year. As we continue to grow, we will always invest in our award-winning technology, our staff, and our industry-leading customer service to ensure our advisers and clients continue to benefit from ourdevelopment.