We streamline much of what other investment platforms do, lose the bloated functionality you’ll never use, and charge much less.
We created the P1 Platform because we saw how others were doing things and knew there was a better way. We’re not interested in shiny gadgets, widgets and outdated paper processes. All of these things are a drag on efficiency and cost money. Inevitably, it’s your clients who end up paying.
We don’t think that’s fair. We focus on getting core functionality right and driving down costs through technology led efficiency. And then we pass those savings to your clients.
Partner with us and let P1 clear away the clutter so you can get on with providing the service your clients really value.
Efficiency comes as standard.
Key benefits of our platform
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PAPERLESS
Paper processes are inefficient, outdated, environmentally damaging, and unnecessary. The others may catch up in time. Until then, we’re happy to lead the way. -
PRICE
Our efficiency drives down costs. £0 admin fee on ISA, JISA, GIA and Accumulation SIPP. We pass the savings to you and your clients. That’s the way it should be. Right? -
PARTNER
Genuine partnerships are built on honesty, trust, respect, and support. Are the platforms you use today ‘true’ partners? Do they care about you and your clients? Feel the difference with P1. -
SUPPORT
Our dedicated support team are there every step of the way, from onboarding you to onboarding your clients. -
OPEN-ARCHITECTURE
Access a wide universe of open-ended funds, ETFs, investment trusts and shares, as well as external products and services -
FLEXIBLE
Split investment accounts into multiple pots, allowing true flexibility in how you manage your client’s account -
EFFICIENT
Open accounts in minutes and efficiently manage your client’s investments on an advised or discretionary basis. NextWealth Digital Champion 2021 recognition -
DEEP WHITE-LABEL
Reinforce your brand with your clients. Everything from reports to communications will match your brand should you wish
Available accounts

Junior ISA (JISA)

General Investment Account (GIA)

Individual Savings Account (ISA)

Self-Invested Personal Pension (SIPP)

Third Party Accounts
P1 Platform Price
Our efficiency allows us to drive down costs
By adopting the latest technology and implementing efficient processes we’re able to offer the P1 Platform at a market leading price.
The platform is 0.15% up to £1 million and 0.00% thereafter, effectively capping the % asset-based fee at £1,500 per annum per client.
The annual administration fee for ISAs, GIAs and Trusts is £0. Third-party products are £0, subject to third-party product provider fee. SIPP administration is £0 in accumulation per year, £125 + VAT in drawdown and £100 + VAT for UFPLS.
Trading unit trusts or OEICs is £0 and exchange traded instruments are 0.04% subject to a minimum of £4. So, for example a £15,000 trade for an ETF would result in a £6 charge. Trades placed within a regular model portfolio rebalance or investment change will be aggregated.
The across figures illustrate the annual costs of investing using the P1 Investment Platform, not taking into account any trading charges or product costs.
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Who can benefit from the P1 Platform
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Financial Advisers
Quickly and efficiently open accounts for your clients, access a range of wrappers, build your advised portfolios or access other investment solutions.
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Investment Managers
Operate your investment services through a low cost and efficient platform. You can service both direct clients and regulated intermediaries. Read a case study on an Investment Manager that used the P1 Platform to move their business forward. Read how we can help here.
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Those wanting to enhance their brand
Whether you’re a financial adviser or investment manager, you can ‘deep white-label’ the platform to enhance your brand with your clients.
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FAQs
We’ve compiled the most commonly asked questions to help further your understanding of the P1 Platform. Read the P1 Platform FAQs here.
Integrates seamlessly with different services to fit your business
Investment Partners with

“As a young team with tech at the heart of our business, one of the platform’s attractions was its ease of use, allowing us to get to grips with it quickly. We’ve been able to take advantage of how user friendly it is, finding that processing business is very easy and can be completed within minutes, something our clients have benefitted from too. Since we started using P1’s platform, the support offered by them has been outstanding. Our account manager is always on hand to promptly answer any questions or support us where we may need. This level of support and ease of business, all combined with its low price, were factors for choosing the P1 platform for our business.”

“As an investment manager who provides services to clients and financial advisers, adopting the P1 Platform has enabled us to significantly reduce the cost of taking-on and managing clients, mainly due to its digital client onboarding and reporting capabilities. Unusually for this industry, instead of pocketing the difference for ourselves, we took the decision to pass these cost-savings on to our clients by reducing and capping our own management fees. We’ve found the platform is well designed, providing an intuitive on-the-go experience for professionals like myself, and, importantly, my clients. The support from the P1 team has been great at every step.”

“After deciding to outsource the management of the Perry Monroe portfolios, we spoke to seven different Investment Managers to understand how they could work with us in a collaborative approach to managing the portfolios. 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.”