Our Values
At P1 Investment Management, we always remember that clients have a choice whether or not to use our services and that is why we place our clients at the very heart of the business.

Our values reflect this and we believe that only by demonstrating behaviours that are consistent with our values will we reward the loyalty our clients place in us when they invest.

Client focused
We recognise that our reputation as a company relies upon clients being delighted with the service they receive and returns they expect. We always aim to put our clients’ interests above our own.

Honest
We will keep our promises and take responsibility, always acting with integrity. We conduct our business within a strong ethical and compliance framework.

Open
We have transparency in all our internal and client relationships and share knowledge and information with each other. If we make a mistake, we will admit it and strive to make things right. We confront ethical problems immediately.

Innovative
In an industry that is often backward-looking and rooted in the past, we embrace technology where this will improve our clients’ returns, experience and access to information, to be a forward-thinking, 21st century investment manager.

Can-do
We are proud of our ability to achieve success for ourselves and our clients, shunning complexity and working to overcome barriers to deliver the highest standards of service and behaviour.

Empowered
We ensure that our staff are trained and capable to make decisions through experience and good judgment and encourage them to do so.

As you would anticipate, we hold ourselves to high standards of Governance and Ethics. When managing investments – particularly with regard to our range of Ethical and Sustainable Model Portfolios – we expect similar standards in the companies where we place your money; we do not underestimate the power of investment to change behaviours and be a force for good.

We make a commitment by sharing our values with you and hope that you will choose P1 Investment Management to manage your investments.

Kind regards

Hugo Thorman, Chairman

Platform

Managed Portfolio

Bespoke Investment

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