Price

Our efficiency continues to drive down costs.

We appreciate the impact that excessive charges have on long-term investment performance. We will always strive to keep our costs as low as possible.

P1 Platform Price Calculator

Platform Assets

Charge

£0 – £1,000,000 0.15%*
£1,000,000 + 0.00%**

*Subject to a minimum charge of £5 per month (£60 per annum) per client account.
**Subject to a maximum charge of £125 per month (£1,500 per annum) per client.

Product

Charge

ISA / JISA £0
GIA £0
Trust £0
Third Party £0***
P1 Pension (Accumulation) £0
P1 Pension (Drawdown) £10 + VAT per month
P1 Pension (Transfer Out) £15 + VAT

***Subject to any Third Party Product provider charge.

Asset Type

Charge

ETF 0.04%****

****Subject to a minimum fee of £4 per trade. Trades placed within a regular model portfolio rebalance or investment change will be aggregated.

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The across above illustrate the annual costs of investing in a P1 Model Portfolio on the P1 Investment Platform, including the amount of underlying fund charges.

As Platform Fees, MPS Fees and Fund Charges are linked to the value of the investment (which is subject to fluctuation), the amount charged may be higher or lower than those shown. The figures are therefore for illustrative purposes only.

Fund charges are calculated at 0.07%, 0.67% and 0.73% for Passive, Hybrid and E&S respectively. We use 0.85% for demonstration purposes for an External DFMs portfolio fund charges. P1 Model Portfolios are available on other investment platforms and you should refer to the charges applicable to your chosen platform.

Contact us for full platform pricing