Partnering with P1 gives your business options.
What do you get out of it?

If you want to offer ethical investment options to your customers, we have good news. We offer a tiered range of risk-rated ethical investment portfolios. We provide bespoke ethical investment portfolios cherry-picked to meet your client’s ethical ambitions.  And we can even provide free CPD training on ethical and sustainable investments for you and your staff. Best of all, partnering with P1 is incredibly easy and our rates are spectacularly competitive.


Risk-rated ethical investment portfolios

With P1 you get access to three tiers of risk-rated ethical investment portfolios: cautious, temperate and growth. That makes it easy to cater for any type of investor, whether they want the opportunity for high returns or are more cautious in their investment approach.

Bespoke ethical investment portfolios

With P1 you get access to three tiers of risk-rated ethical investment portfolios: cautious, temperate and growth. That makes it easy to cater for any type of investor, whether they want the opportunity for high returns or are more cautious in their investment approach.

Access to free Continuing Professional Development events  

We also help you to expand your professional knowledge – free of charge. Ethical and sustainable investment is a rapidly growing area. For selected business partners our experts can provide complimentary CPD training to your employees or business network. Thanks to our experience, our Ethical Investment seminar is accredited by the Chartered Institute for Securities & Investment (CISI).


When we say ethical, we mean ethical

You have a professional reputation to uphold. That’s why we insist on meticulous due diligence on the funds that enter our portfolios. We look to meet the fund managers we work with in person. And we are one of the only discretionary fund managers in the country that has an external ethical oversight committee to guide our approach to ethical investment – made up of experts in environmental, social and governance matters. No greenwashing here.

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Ready to get started?

Let’s talk about how this could work for your business. To book a free appointment – either in person or over the phone – drop us a line. Let’s move forward and start the conversation.

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