Investment Management

A full spectrum of investment options that perform for you and your clients, and cost less than you think.

We provide a full spectrum of investment solutions, from low-cost model portfolios and evidence-based ethical investing to mandated models and fully bespoke, all crafted to meet the varied needs of clients and advisers. Being born from an advice firm ourselves, we understand the everyday challenges you face.

This perspective allows us to offer services that genuinely fit your practice — whether through flexible investment choices, understanding value and fee-impact, or simply being there when you need us. We’re here to help you do what you do best: deliver meaningful results and value for your clients.

WHY INVEST WITH P1?

  • LOW-COST

    We harness processes and automation to keep our costs low. The result? Lower charges for your clients.

  • FULL SPECTRUM

    Active, Passive, Income, Accumulation, Mandated, Ethical, Bespoke, Digital, and AIM—choose what works for you and your clients.

  • TRANSPARENT

    Meeting Consumer Duty, we provide all the information you and your clients need, exactly when you need it.

  • AWARD-WINNING TEAM

    Feel confident that our highly experienced and award-winning team are managing your investments.

  • AVAILABILITY

    Our services are available on all major third-party platforms, including offshore ones, and, of course, the P1 Platform.

  • INDEPENDENT

    We are independent, employee-owned, and profitable, investing only with client outcomes in mind.

FULL SPECTRUM

We understand that a single solution doesn’t suit all when it comes to investment styles and options for adviser firms and their clients. That’s why we offer a full spectrum of investment services, all built on our efficient, core Stratfolio approach, allowing you to choose what works best for your business and your clients.

ACTIVE PORTFOLIOS

Passive Investment cogs

PASSIVE PORTFOLIOS

MANDATED MODELS

EVIDENCE-BASED ETHICAL

BESPOKE INVESTMENT

SERVICES TO SUIT YOU

Whichever investment service you’re looking for, you’ll likely find it at P1 — including model portfolios, bespoke solutions, and ethical options.

MODEL PORTFOLIO SERVICE

With client outcomes in mind, our investment process combines strategic and tactical asset allocation with detailed portfolio construction and stock selection to add further value. Our portfolios are structured around core holdings, complemented by tactical satellite investments designed to take advantage of shorter-term themes.

The P1 model portfolio range includes our actively managed Wealth Accumulator and Retirement Income portfolios (0.25% DFM fee), our passive Asset Tracker and Responsible Asset Tracker portfolios (0.10% DFM fee, 0.08% DFM fee on the P1 Platform), and Ethical portfolios (0.20% DFM fee), all available on the P1 Platform and third-party investment platforms.

MANDATED MODEL SERVICE

Our mandated model portfolio service allows you to collaborate with the P1 Investment team to craft a suite of discretionary model portfolios tailored to your firm’s specific requirements. Leverage our award-winning discretionary investment management services to create an efficient, effective investment solution, freeing you to focus on your clients.

Hold joint investment committee meetings with our award-winning team, working closely together to ensure the portfolios consistently meet your clients’ needs, and we’ll also produce your factsheets. Reduce the time spent on investment management and increase the time you spend advising clients.

You can name the portfolios and embed your brand with your clients. They are your portfolios; we are simply the investment manager engaged to run them in your style.

EVIDENCE-BASED ETHICAL

You and your clients want to make a positive impact, but it’s challenging to avoid greenwashing and align on what “doing good” truly means. That’s where we come in. Our evidence-based approach to ethical investing goes beyond simply choosing investments that appear to do good; it’s a rigorous, academically grounded, and repeatable process.

We use a 70+ question questionnaire for funds, applying both qualitative and quantitative methods to complete our proprietary fund scoring system. Our thorough approach is supported and refined by our external Ethical Oversight Committee, comprised of practising academics in Environmental, Social, and Governance research. Our Head of Ethical Investing is a Fellow of both the CISI and the Institute of Physics and is regularly published on topics ranging from “The Ethical Alpha” to “How Extreme Weather Caused by Global Warming Is Driving New Investment Risks.”

BESPOKE INVESTMENT

Our Bespoke Investment Service is designed for clients who require a more tailored investment solution. They may have complex requirements, specific objectives, or larger portfolios needing additional care and attention.

Instruct us to manage bespoke portfolios on behalf of individual clients, targeted to meet their unique risk profiles and objectives. Bespoke portfolios consider any special requirements, preferences, or specific needs of your clients. This service is available through the P1 Platform and selected third-party platforms.

DIGITAL ASSET PORTFOLIO

An increasing number of investors hold digital and crypto assets as part of their wealth, often on unregulated platforms, in unprotected products, and outside of their advised assets.

Through the P1 Digital Asset portfolio, we provide investors with exposure to this technology and market via listed shares, ETFs, investment trusts, and other instruments. This allows your clients to hold the portfolio within tax-efficient wrappers and benefit from FSCS protection, while expanding your ability to engage with these investors and bring management of these assets into your advice process.

The portfolio is designed for investors seeking exposure to this long-term megatrend and who are comfortable with potentially high levels of short-term volatility.

AIM IHT SERVICE

Managing and advising clients on inheritance tax liabilities is an increasingly important part of an adviser’s role.

Our Alternative Investment Market (AIM) investment service provides you and your clients with bespoke management, carefully designed to support IHT mitigation while taking advantage of potential growth opportunities. The P1 AIM IHT Service offers a simple, flexible, and cost-effective solution for individuals to protect their wealth from inheritance tax. This is achieved by investing capital into AIM businesses, which we believe may qualify for Business Relief after two years.

BOOK A CALL WITH OUR TEAM

Book a quick call with the P1 team to see how our services can support you and your clients’ needs.

“P1 stood out in a number of areas, they listened to us and the needs of our clients and had a very similar approach to investment management as ourselves. They offered unrivalled access to the management team, a flexible approach to working together and their services are competitively priced. “

WHO IS P1 FOR?

Advisers who know their style
We’re agnostic when it comes to investment style, believing that different approaches suit different adviser firms, clients, and objectives. Our full spectrum of investment services allows you to choose the option that aligns with your philosophy and clients. If you want to take it a step further, our Mandated Model Service lets you create a bespoke set of models tailored specifically to your firm and clients.
Advisers who want to be understood
P1 Investment Management was born from an advice firm — a firm frustrated by the expensive and inefficient services offered by incumbent providers. We understand the challenges advisers face, the pressures they’re under, and what they aim to achieve for their clients. We work alongside you to deliver excellent service and results for you and your clients.
Advisers who understand Value
While we’re committed to being low-cost, we understand that you value more than just price. In a landscape of regulatory changes and rising expenses, we offer advisers efficient, cost-effective solutions that help maintain high service levels — even for lower-value clients. Beyond our portfolios, we support advisers with regular webinars, quarterly reviews, insightful documentation, and access to our expert knowledge base.

See our Portfolio Factsheets

Complete this quick form and someone from the team will grant you access to our secure area where you can view, download and review all of our portfolio ranges’ factsheets.

Model Portfolio Services

Our ModelPortfolio Service offers a range of risk-rated portfolios with proven track records provided at highly competitive costs.

Model Portfolio Services

Mandated Model Portfolio Service

Work with the award-winning P1 Investment team to craft a suite of discretionary model portfolios that are bespoke to your firm’s requirements. An efficient investment management solution freeing you to focus on your clients.

Mandated Model Portfolios

Bespoke investment services

Our Bespoke Investment Service is designed for those clients with specific requirements. They’ll likely have more complex needs, or a larger portfolio that might suit a more targeted approach.

Bespoke Investment Services

Ethical Investment Services

We’re leaders in ethical investment. And when we say ethical, we mean it. From model portfolios to a multi-asset fund, we have ethical solutions to fit you and your clients.

Ethical Investing

Available on these platforms

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