Company description

P1 Investment Management (P1) is a discretionary investment manager working closely with industry professionals, using technology to overcome the restrictions and limitations dominant in many traditional investment houses. 

P1 originated from a Chartered Financial Planning firm who provided investment management solutions to its clients. The investment activities were spun out from that firm into P1 in 2016. Our hybrid portfolios have a five-year track record, and we adopt the same investment methodology throughout our investment portfolios.

At P1 our key focuses are to provide a high level of client service, develop innovative solutions, and reduce costs for our clients. We also strive to raise awareness about the importance of ethical and sustainable investment and increase familiarity with the concept through seminars and lectures. We endeavour to engage with fund houses and to shape the ethical and sustainable investment debate.

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Services available

We provide efficient and effective solutions, including; model portfolios available through third-party platforms (Hybrid Portfolios, very low-cost Passive Portfolios, and  Ethical and Sustainable Investment Portfolios), a bespoke investment service, and a Tier 1 Investor Visa Service.

P1 Charges

Our platform solution provides an open-architecture investment platform.  Through this platform you will be able to access our Managed Portfolio Service and Bespoke Investment Service. You are also 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.

Our new investment platform is competitively priced, please contact us for more details.

The Practical Solution

DD|hub provides a practical framework for advisers to use in the due diligence part of their provider selection. We do not force you to use a standardised questionnaire nor do we have a proprietary selection process that we make you use.

Register now for free access to DD|hub now for your business - or contact us on 020 3633 2185 or for more information.