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

  • Work 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.

P1 Platform Portfolio ReportThe 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. You can see our menu of platform charges below.

If you would like to learn more about the P1 Investment Platform please contact Jonathan Richards.

For our model portfolio service charges visit our  Menu of Charges.

Why choose our investment platform solution?

  • Fully integrated with our investment services
  • P1 Platform Investment ReviewStraight-through electronic applications with e-Signatures
  • Provided at an incredibly low-cost

Download our platform brochure here.

P1 Investment Platform Brochure

P1 Investment Platform Brochure


P1 Investment Platform Pricing

Assets

Charge Amount (%)

£0-£1m 0.15
£1m+ 0.00 (effectively capping the % asset-based fee at £1,500 per annum per client)

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.

Product

Annual Administration Fee

ISA £0
GIA £0
Trust £0
3rd Party product £0                                              Subject to 3rd party product provider fee
SIPP £50 + VAT (Accumulation) £125 + VAT (in Drawdown)

£125 + VAT (per UFPLS payment)

Misc.

Fee

Cash transfer £0
Stock transfer out £1 (per line of stock)
SIPP transfer £75