The P1 Team

We are P1, and we believe there’s a better way.

Our award-winning P1 Platform and investment management services are nothing without our people. Our team has deep financial services experience and understands advisers and their clients. We’re building a team of highly talented professionals who want to grow and develop with in our dynamic company, helping get advisers advising, not focusing on admin.

While our headquarters are nestled in picturesque Devon, are team is based all across the UK.

Our People

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

James Priday Headshot

James Priday

BA (Hons) MSc, Chartered MCSI, DipPFS

Managing Director

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.

Hugo Thorman Headshot

Hugo Thorman

BA (Hons), MBA

Chairman

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.

Adam Prestwood

Adam Prestwood

BA (Hons), FPFS, Chartered MCSI

Operations Director

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.

Paul White Headshot

Paul White

Chartered MCSI, ACII, DipPFS

Compliance Director

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 Randall Headshot

Gary Randall

ACA

Finance Manager

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.

Harry Webster Headshot

Harry Webster

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.

Jonathan Richards Headshot

Jonathan Richards

Chartered MCSI

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.

Robyn Jackman

BA (Hons)

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.

Will Dickson Headshot

Will Dickson

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.

Adrian Margrie Headshot

Adrian Margrie

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.

Gordon Scott Headshot

Gordon Scott

BA (Hons)

Investment Manager

Gordon graduated from the University of Birmingham with a BA (Hons) in History before taking up a training position 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. Gordon obtained the IMC and level 1 of the CFA program before taking up his role as Investment Manager at P1 Investment Management where he supports the main investment process, bespoke mandates and more esoteric investment portfolios

Quintin Rayer Headshot

Quintin Rayer

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.

Sim Downes

BS (Hons)

Business Development 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.

Joe Terry

Business Development Manager

Joe is an accomplished Business Development Manager for investment management sphere with 11 years of experience in the field. His expertise extends over six years in fund management business development, and around five years focused on Model Portfolio Services (MPS). Joe’s experience includes significant roles including Head of Distribution at TAM Asset Management, M&G, Janus Henderson, and Vitality Invest, showcasing his adaptability and depth of knowledge in various investment environments.

His extensive experience in different markets across the country demonstrates his ability to navigate and excel in diverse investment landscapes with a focus in the South East and the Capital.

Shaun Drew Headshot

Shaun Drew

Business Development 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 White Headshot

Craig White

Head of Platform Operations

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.

Alix Day

Adviser Platform Support

Alix’s experience spans various sectors, including accounting, hospitality, and retail. Customer service has always been at the centre of each role and she has honed her skills in handling customers and suppliers in a proactive and supportive manner. Her ability to listen, understand business needs, and quickly resolve issues with effective planning and communication has consistently led to improved efficiency and tangible results in her roles. Alix has worked for large nationals in supervisory roles to smaller regional businesses that value customer service and authenticity.

Dean Rawlings Headshot

Dean Rawlings

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.

Tom Martin Headshot

Tom Martin

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.

Nick Skelhorn Headshot

Nick Skelhorn

FCSI

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)

Daniel Minett

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)

Henry Cobbe Headshot

Henry Cobbe

CFA

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)

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Commitment to our values

We have a staff committee that explores issues relating to ethics and sustainability within our workplace as a commitment to our values. This committee is made up of P1 employees with members rotating over a period to ensure inclusion of all staff, to promote ownership and engagement within P1.

Careers

Our people are our most important asset at P1. We want to work with innovative people with positive attitudes. Whatever stage in your career, if you’re passionate about improving the financial services investment world, and you’re ready to roll your sleeves up we’d love to hear from you

The values and principles that underpin P1