Clients pay for platforms in fees, and advisers pay in time. That’s why we focus on efficiency; it reduces what your clients pay and the amount of admin you do.
TOP FOR VALUE: At 0.15% Platform Fee, capped at £1m. £0 Product Fees for ISA, GIA, JISA, SIPP. But it’s not just cost, we’re rated top 2 for Value for Fees*.
EASY TO USE: Advisers rate the P1 Platform in the top 3 for Ease of Doing Business & Usefullness of Tools.*
#1 FOR SERVICE: The P1 Platform rated top for Quality of Customer Service, Technical Support, and BDM Support*.
INTEGRATED: Integrated into your business: Intelliflo, IRESS, CURO, Plannr, MoneyInfo, Curtis Banks, Dentons, YorSIPP and more.
The P1 Platform has efficieny at its heart. Our 0.15% platform fee and the highest customer service rating in the industry prove our focus is paying off.
*UK Adviser Platforms Autumn Update 2023, Platforum
We Are P1. And We Believe There’s A Better Way.
The P1 Platform
Platforms don’t give advice. You advise clients, and then platforms allow you to action that advice. Platforms are a tool and shouldn’t be a hindrance. We’ve focused on making the P1 Platform as easy to use as possible so you can focus on the advice, not the admin. It’s the same efficiency allows us to focus on you, not admin. We don’t have staff banking cheques or processing paper forms; our staff are focused on supporting you, it’s why we lead in customer service.
From paperless transfers to customisable reporting, we want you advising not doing paperwork. Our efficiency doesn’t just benefit you; they allow us to be one of the lowest-cost platforms on the market at 0.15%, benefitting your clients.
The fully digital P1 Platform; quickly open accounts, action and manage transfers, invest, manage models, illustrate, and report (including CGT reporting), all from the platform while being supported by industry-leading customer service.
Book your 30 minute demo today, it’s probably the longest you’ll spend infront of P1 Platform.
Focus on advising, not doing admin.