p1 investment platform

Our Platform solution provides an open-architecture investment platform incorporating the following products:

  • General Investment Account (GIA)
  • Individual Savings Account (ISA)
  • Junior Individual Savings Account (JISA)
  • Self-invested Personal Pension (SIPP)
  • Third Party Product Providers

P1 Platform Portfolio Report

Through the platform you will be able to access our Managed Portfolio Service and Bespoke Investment Service. You can also do the following:

  • Worth with the P1 investment team to create your own range of Managed Portfolio solutions, ensuring that you can provide a suite of investment solutions appropriate for your client base.
  • Manage your client’s investments in-house on either an advised and/or a discretionary basis.
  • instruct a third party discretionary investment manager to manage the investments of all or part of your clients base.

The new P1 investment platform is competitively priced as we’re very aware of the impact that charges can have on long-term investment performance. We will always strive to keep costs as low as possible.

Assets Charge Amount (%)*
£0-1m 0.15
£1m+ 0.05
Trading Charge Amount (%)*
P1 Model £0
P1 Bespoke (Fund) £0
P1 Bespoke (ETI) 0.04 (For example a £10,000 trade for an ETF would result in a £4 charge)

Minimum charge of £5 a month.
P1 Platform Investment Review

Please see our Menu of Charges for a full breakdown of costs for our MPS.

Why choose our platform solution?

  • Fully integrated with our investment services
  • Straight-through electronic applications with e-Signatures
  • Provided at an incredibly low-cost