The P1 Team

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 Master’s 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 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 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.

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 P1 in December 2016 as James’ Personal Assistant. Robyn utilises her administration background with her knowledge of the financial services industry to provide support to the P1 team.

Paul has over 35 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.

Nick is a highly accomplished Chartered Accountant with over 20 years of experience in financial management and business advisory services. Nick has successfully guided businesses across various sectors in achieving their financial goals with a proven track record of enhancing operational efficiency and ensuring regulatory compliance.

Harry has a BSc and a Master’s Degree from the University of Birmingham. After graduating, he worked offshore as a Senior Engineer for an oil services giant as part of their fast-track scheme. From there he progressed on-shore to the Operations and Support Team, a subsidiary of Schlumberger. His experience in marketing on different fronts with an analytical background allowed him to migrate to financial services.

Victoria graduated University of Exeter with a First Class degree in Business Management, with two Dean’s Commendations. Her studies focused on marketing and digital marketing and using B2B strategies for brand development and client acquisition. Prior to joining P1, she gained experience in campaign execution, social media planning and creation and event management.

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.

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.

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 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.

Jonathan has over 25 years of investment business development and sales experience with significant success at local and strategic levels, 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.

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 in 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.

Michelle brings over 20 years of experience across wealth management, platforms, and account management to P1. Michelle’s extensive background includes management and leadership roles at Atomos Wealth, Seccl, Abrdn, Winterflood Business Services, and Barclays Wealth, where she honed her expertise in account management and operations. Having previously worked at Seccl, P1 Platform’s trading and custody partner, Michelle’s direct experience of their operating model and her established relationships with the team mean she will fit seamlessly into P1.

Ryan brings over twelve years of experience in financial services, specialising in account management and building strong client relationships. Skilled in developing long-term partnerships and delivering tailored solutions, he is dedicated to offering ongoing support and guidance to ensure clients’ needs are met at every stage. As an Account Manager at P1, Ryan is committed to being a trusted point of contact and providing exceptional service.

James has worked in the investment industry for over 10 years, most recently for EBI Portfolios, and prior to that with Vitality UK and Coronation Fund Managers. He is well equipped to have engaging discussions around various investment strategies given his broad experience. James will be working closely with the growing number of advice firms we’re working with, to ensure they are fully supported to make the most of our extensive investment management 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.

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 previously worked in the financial services industry for a large national firm between 2013 and 2016. He then moved into the commercial and private property sector with a role as a property manager, helping develop his customer service skills. Dean joined P1 to support Craig in the platform operations team where he uses his extensive administrative experience and customer service skills to help create an efficient and effective client journey throughout.

Tom achieved a BSc in Computer Science followed by a Master’s 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 development team leader. 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.

Aswin is a Data Engineer in the P1 Team, specialising in both cloud and on-premises solutions. With a strong background in crafting sophisticated data pipelines and extensive experience with platforms like Azure, AWS, and GCP, he excels in optimising data workflows and driving strategic insights. Aswin’s expertise in integrating complex data environments ensures the delivery of efficient and scalable solutions.

Kuldeep holds a Bachelor of Technology degree from IILM University. With over 12 years of experience in architecting and developing software solutions across various industry domains, he has a proven track record of delivering complex business solutions. Within P1, Kuldeep is working as a Full Stack Developer, where he continues to leverage his expertise in creating innovative and efficient software systems.

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