P1 Platform

A modern platform with efficiency at its heart.


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 We’re not interested in shiny gadgets, widgets and outdated paper processes.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


    Paper processes are inefficient, outdated, environmentally damaging, and unnecessary.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.

    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?

    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.

    Our dedicated support team are there every step of the way, from onboarding you to onboarding your clients.

    Access a wide universe of open-ended funds, ETFs, investment trusts and shares, as well as external products and services

    Split investment accounts into multiple pots, allowing true flexibility in how you manage your client’s account

    Open accounts in minutes and efficiently manage your client’s investments on an advised or discretionary basis. NextWealth Digital Champion 2021 recognition

    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

  • Financial Advisers

    Quickly and efficiently open accounts for your clients, access a range of wrappers, build your advised portfolios or access other investment solutions.

  • 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.

  • 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.

  • 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

Adam Rowbottom, Financial Planner & Director Moffatts Financial Planning
“We were utterly disappointed at the total deterioration of other platform providers over the last few years. Within weeks of going live with the P1 Platform, we were finally able to offer our clients a slick, simple system that provided exactly what clients wanted in a cost-effective way. The behind-the-scenes support is rarely required but when it is, it is of top quality. All the staff answer the telephone straight away, reply to emails promptly and all know exactly what they are doing. The days of the incumbent providers are numbered if you adopt this system”
Nick Skelhorn, Managing Director Corrival Capital
“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.”
Daniel Lawrence, Director Perry Monroe
“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.”