p1 investment platform

Our Platform solution will provide an open-architecture discretionary 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 be able to work with the P1 investment team to create your own range of Managed Portfolios, ensuring you can provide the most suitable solution for your clients.

The new P1 investment platform will be competitively priced as at P1 we’re aware of the impact charges can have on your investments.

Assets Charge Amount (%)*
£0-1m 0.20
£1m+ 0.10
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 £10 a month.  *These charges are DRAFT and are subject to change.
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