More investment choices. Fewer compromises.
From model portfolios to tailored solutions, income, ethical and digital assets, choose what fits your practice and your clients.
For UK Financial Advisers Only
More investment choices. Fewer compromises.
From model portfolios to tailored solutions, income, ethical and digital assets, choose what fits your practice and your clients.
For UK Financial Advisers Only
More investment choices. Fewer compromises.
From model portfolios to tailored solutions, income, ethical and digital assets, choose what fits your practice and your clients.
For UK Financial Advisers Only
100+ advice firms already trust us with their investment management
Award-winning innovation.
Award-winning innovation.
£3.1bn in assets under management. 20+ bespoke mandates. Defaqto Gold rated and Expert Rated across our DFM and MPS ranges.
One investment methodology, consistently applied, so you can be confident recommending P1 at every stage of your clients' financial lives.
£3.6bn
Assets under management
£3.6bn
Assets under management
£3.6bn
Assets under management
100+
Advice firms using DFM
100+
Advice firms using DFM
100+
Advice firms using DFM
20+
Bespoke Mandates
20+
Bespoke Mandates
20+
Bespoke Mandates
Why advisers are switching to P1.
Six reasons why advisers are moving their investment management to us.
Six reasons why advisers are moving their investment management to us.
Award-winning team
Defaqto Gold and Expert Rated fund managers with a 10+ year track record.
Low cost
Our DFM fees start at 0.08%. We use proven methods to keep costs down.
Choice
Active & Passive. Income, Accumulation, Ethical, Digital. You choose the best route.
Availability
On all major platforms. Wherever you work, we're there.
Model Portfolios.
Range that matches your client base
Active, passive, ethical, income and tracker portfolios across multiple risk levels. One investment team, every style you need, so you're never forcing a client into the wrong fit.
Range that matches your client base
Active, passive, ethical, income and tracker portfolios across multiple risk levels. One investment team, every style you need, so you're never forcing a client into the wrong fit.
Costs your clients will notice
DFM fees from 0.08% on passive trackers to 0.25% on actively managed portfolios. Being cost concious whilst using a proven methodology keeps charges low without cutting corners on quality.
Costs your clients will notice
DFM fees from 0.08% on passive trackers to 0.25% on actively managed portfolios. Being cost concious whilst using a proven methodology keeps charges low without cutting corners on quality.
Proven, repeatable process
Strategic and tactical asset allocation, core holdings with satellite positions for shorter-term themes. Defaqto Gold and Expert Rated, independently verified, regularly reviewed.
Proven, repeatable process
Strategic and tactical asset allocation, core holdings with satellite positions for shorter-term themes. Defaqto Gold and Expert Rated, independently verified, regularly reviewed.
Mandated Models.
Built to your philosophy, managed by our team
Work with our investment team to design a suite of discretionary models that reflect your firm's approach, style and client base. Your input, our research, construction and day-to-day management.
Your brand, your clients, our expertise behind the scenes
Name the portfolios, embed your brand, and present them as your own. We produce your factsheets, market commentary and quarterly ICM notes, so your clients see you, backed by a Defaqto-rated team.
Affordable and flexible, not a fixed mandate
Our DFM charge flexes with complexity, and as your firm grows, the range grows with you. Add new models, adjust philosophy, expand into new risk levels, without starting from scratch.
Mandated Models.
Built to your philosophy, managed by our team
Work with our investment team to design a suite of discretionary models that reflect your firm's approach, style and client base. Your input, our research, construction and day-to-day management.
Your brand, your clients, our expertise behind the scenes
Name the portfolios, embed your brand, and present them as your own. We produce your factsheets, market commentary and quarterly ICM notes, so your clients see you, backed by a Defaqto-rated team.
Affordable and flexible, not a fixed mandate
Our DFM charge flexes with complexity, and as your firm grows, the range grows with you. Add new models, adjust philosophy, expand into new risk levels, without starting from scratch.
Built for advisers who
value choice.
For financial advisers and growing firms who refuse to let platform limitations cap their growth. Technology that enables advice, not endless admin.
Track Record
89% of our portfolio range has a track record of over three years, with 58% exceeding five.
Investment access
£3.4bn AUM unlocks institutional share classes, reducing costs for your clients.
Independently rated
Independently rated by Defaqto and FE across our most popular portfolio ranges.
Platform availability
Available on all major UK platforms including offshore, and our very own P1 Platform.
Platforms we're available on
Hear from advisers.
Moving to P1’s Mandated Model Portfolio service has been a great benefit for us and our clients. Knowing our investment proposition is expertly managed by P1 lets us focus on advising our clients and getting the best for them.
Robin Hall
Managing Director - Kymin
We use P1's off-the-shelf passive asset-trackers. At 0.08% the cost is hard to knock, but this isn't a case of getting what you pay for, our clients have seen great performance and we've had excellent service, all for little expense.
Georgie Warren
Partner - The Investment Partnership
Using P1 has added good value and expertly managed portfolios to our CIP, whilst cutting down on the amount of time we spend on unnecessary investment admin. It lets us focus our time on advising our clients and on growing our business.
Barry Martin
Managing Director - JBM Wealth
P1 Investments have a consistent history of managing model portfolios using passive funds with a philosophy of minimising transaction turnover whilst maintaining portfolios within risk boundaries and achieving good outcomes.
Andy Cooper
IFA - Kingswood Law
Moving to P1’s Mandated Model Portfolio service has been a great benefit for us and our clients. Knowing our investment proposition is expertly managed by P1 lets us focus on advising our clients and getting the best for them.
Robin Hall
Managing Director - Kymin
We use P1's off-the-shelf passive asset-trackers. At 0.08% the cost is hard to knock, but this isn't a case of getting what you pay for, our clients have seen great performance and we've had excellent service, all for little expense.
Georgie Warren
Partner - The Investment Partnership
Using P1 has added good value and expertly managed portfolios to our CIP, whilst cutting down on the amount of time we spend on unnecessary investment admin. It lets us focus our time on advising our clients and on growing our business.
Barry Martin
Managing Director - JBM Wealth
P1 Investments have a consistent history of managing model portfolios using passive funds with a philosophy of minimising transaction turnover whilst maintaining portfolios within risk boundaries and achieving good outcomes.
Andy Cooper
IFA - Kingswood Law
Moving to P1’s Mandated Model Portfolio service has been a great benefit for us and our clients. Knowing our investment proposition is expertly managed by P1 lets us focus on advising our clients and getting the best for them.
Robin Hall
Managing Director - Kymin
We use P1's off-the-shelf passive asset-trackers. At 0.08% the cost is hard to knock, but this isn't a case of getting what you pay for, our clients have seen great performance and we've had excellent service, all for little expense.
Georgie Warren
Partner - The Investment Partnership
Using P1 has added good value and expertly managed portfolios to our CIP, whilst cutting down on the amount of time we spend on unnecessary investment admin. It lets us focus our time on advising our clients and on growing our business.
Barry Martin
Managing Director - JBM Wealth
P1 Investments have a consistent history of managing model portfolios using passive funds with a philosophy of minimising transaction turnover whilst maintaining portfolios within risk boundaries and achieving good outcomes.
Andy Cooper
IFA - Kingswood Law
Moving to P1’s Mandated Model Portfolio service has been a great benefit for us and our clients. Knowing our investment proposition is expertly managed by P1 lets us focus on advising our clients and getting the best for them.
Robin Hall
Managing Director - Kymin
We use P1's off-the-shelf passive asset-trackers. At 0.08% the cost is hard to knock, but this isn't a case of getting what you pay for, our clients have seen great performance and we've had excellent service, all for little expense.
Georgie Warren
Partner - The Investment Partnership
Using P1 has added good value and expertly managed portfolios to our CIP, whilst cutting down on the amount of time we spend on unnecessary investment admin. It lets us focus our time on advising our clients and on growing our business.
Barry Martin
Managing Director - JBM Wealth
P1 Investments have a consistent history of managing model portfolios using passive funds with a philosophy of minimising transaction turnover whilst maintaining portfolios within risk boundaries and achieving good outcomes.
Andy Cooper
IFA - Kingswood Law
Moving to P1’s Mandated Model Portfolio service has been a great benefit for us and our clients. Knowing our investment proposition is expertly managed by P1 lets us focus on advising our clients and getting the best for them.
Robin Hall
Managing Director - Kymin
We use P1's off-the-shelf passive asset-trackers. At 0.08% the cost is hard to knock, but this isn't a case of getting what you pay for, our clients have seen great performance and we've had excellent service, all for little expense.
Georgie Warren
Partner - The Investment Partnership
Using P1 has added good value and expertly managed portfolios to our CIP, whilst cutting down on the amount of time we spend on unnecessary investment admin. It lets us focus our time on advising our clients and on growing our business.
Barry Martin
Managing Director - JBM Wealth
P1 Investments have a consistent history of managing model portfolios using passive funds with a philosophy of minimising transaction turnover whilst maintaining portfolios within risk boundaries and achieving good outcomes.
Andy Cooper
IFA - Kingswood Law
Moving to P1’s Mandated Model Portfolio service has been a great benefit for us and our clients. Knowing our investment proposition is expertly managed by P1 lets us focus on advising our clients and getting the best for them.
Robin Hall
Managing Director - Kymin
We use P1's off-the-shelf passive asset-trackers. At 0.08% the cost is hard to knock, but this isn't a case of getting what you pay for, our clients have seen great performance and we've had excellent service, all for little expense.
Georgie Warren
Partner - The Investment Partnership
Using P1 has added good value and expertly managed portfolios to our CIP, whilst cutting down on the amount of time we spend on unnecessary investment admin. It lets us focus our time on advising our clients and on growing our business.
Barry Martin
Managing Director - JBM Wealth
P1 Investments have a consistent history of managing model portfolios using passive funds with a philosophy of minimising transaction turnover whilst maintaining portfolios within risk boundaries and achieving good outcomes.
Andy Cooper
IFA - Kingswood Law
Moving to P1’s Mandated Model Portfolio service has been a great benefit for us and our clients. Knowing our investment proposition is expertly managed by P1 lets us focus on advising our clients and getting the best for them.
Robin Hall
Managing Director - Kymin
We use P1's off-the-shelf passive asset-trackers. At 0.08% the cost is hard to knock, but this isn't a case of getting what you pay for, our clients have seen great performance and we've had excellent service, all for little expense.
Georgie Warren
Partner - The Investment Partnership
Using P1 has added good value and expertly managed portfolios to our CIP, whilst cutting down on the amount of time we spend on unnecessary investment admin. It lets us focus our time on advising our clients and on growing our business.
Barry Martin
Managing Director - JBM Wealth
P1 Investments have a consistent history of managing model portfolios using passive funds with a philosophy of minimising transaction turnover whilst maintaining portfolios within risk boundaries and achieving good outcomes.
Andy Cooper
IFA - Kingswood Law
Moving to P1’s Mandated Model Portfolio service has been a great benefit for us and our clients. Knowing our investment proposition is expertly managed by P1 lets us focus on advising our clients and getting the best for them.
Robin Hall
Managing Director - Kymin
We use P1's off-the-shelf passive asset-trackers. At 0.08% the cost is hard to knock, but this isn't a case of getting what you pay for, our clients have seen great performance and we've had excellent service, all for little expense.
Georgie Warren
Partner - The Investment Partnership
Using P1 has added good value and expertly managed portfolios to our CIP, whilst cutting down on the amount of time we spend on unnecessary investment admin. It lets us focus our time on advising our clients and on growing our business.
Barry Martin
Managing Director - JBM Wealth
P1 Investments have a consistent history of managing model portfolios using passive funds with a philosophy of minimising transaction turnover whilst maintaining portfolios within risk boundaries and achieving good outcomes.
Andy Cooper
IFA - Kingswood Law
Hear from advisers…
Moving to P1’s Mandated Model Portfolio service has been a great benefit for us and our clients. Knowing our investment proposition is expertly managed by P1 lets us focus on advising our clients and getting the best for them.
Robin Hall
Managing Director - Kymin
We use P1's off-the-shelf passive asset-trackers. At 0.08% the cost is hard to knock, but this isn't a case of getting what you pay for, our clients have seen great performance and we've had excellent service, all for little expense.
Georgie Warren
Partner - The Investment Partnership
Using P1 has added good value and expertly managed portfolios to our CIP, whilst cutting down on the amount of time we spend on unnecessary investment admin. It lets us focus our time on advising our clients and on growing our business.
Barry Martin
Managing Director - JBM Wealth
P1 Investments have a consistent history of managing model portfolios using passive funds with a philosophy of minimising transaction turnover whilst maintaining portfolios within risk boundaries and achieving good outcomes.
Andy Cooper
IFA - Kingswood Law
Moving to P1’s Mandated Model Portfolio service has been a great benefit for us and our clients. Knowing our investment proposition is expertly managed by P1 lets us focus on advising our clients and getting the best for them.
Robin Hall
Managing Director - Kymin
We use P1's off-the-shelf passive asset-trackers. At 0.08% the cost is hard to knock, but this isn't a case of getting what you pay for, our clients have seen great performance and we've had excellent service, all for little expense.
Georgie Warren
Partner - The Investment Partnership
Using P1 has added good value and expertly managed portfolios to our CIP, whilst cutting down on the amount of time we spend on unnecessary investment admin. It lets us focus our time on advising our clients and on growing our business.
Barry Martin
Managing Director - JBM Wealth
P1 Investments have a consistent history of managing model portfolios using passive funds with a philosophy of minimising transaction turnover whilst maintaining portfolios within risk boundaries and achieving good outcomes.
Andy Cooper
IFA - Kingswood Law
Moving to P1’s Mandated Model Portfolio service has been a great benefit for us and our clients. Knowing our investment proposition is expertly managed by P1 lets us focus on advising our clients and getting the best for them.
Robin Hall
Managing Director - Kymin
We use P1's off-the-shelf passive asset-trackers. At 0.08% the cost is hard to knock, but this isn't a case of getting what you pay for, our clients have seen great performance and we've had excellent service, all for little expense.
Georgie Warren
Partner - The Investment Partnership
Using P1 has added good value and expertly managed portfolios to our CIP, whilst cutting down on the amount of time we spend on unnecessary investment admin. It lets us focus our time on advising our clients and on growing our business.
Barry Martin
Managing Director - JBM Wealth
P1 Investments have a consistent history of managing model portfolios using passive funds with a philosophy of minimising transaction turnover whilst maintaining portfolios within risk boundaries and achieving good outcomes.
Andy Cooper
IFA - Kingswood Law
Moving to P1’s Mandated Model Portfolio service has been a great benefit for us and our clients. Knowing our investment proposition is expertly managed by P1 lets us focus on advising our clients and getting the best for them.
Robin Hall
Managing Director - Kymin
We use P1's off-the-shelf passive asset-trackers. At 0.08% the cost is hard to knock, but this isn't a case of getting what you pay for, our clients have seen great performance and we've had excellent service, all for little expense.
Georgie Warren
Partner - The Investment Partnership
Using P1 has added good value and expertly managed portfolios to our CIP, whilst cutting down on the amount of time we spend on unnecessary investment admin. It lets us focus our time on advising our clients and on growing our business.
Barry Martin
Managing Director - JBM Wealth
P1 Investments have a consistent history of managing model portfolios using passive funds with a philosophy of minimising transaction turnover whilst maintaining portfolios within risk boundaries and achieving good outcomes.
Andy Cooper
IFA - Kingswood Law
