P1 Investment Services logo — Award-winning investment platform and investment services fo...

P1 Investment Services

Award-winning investment platform and investment services for financial professionals. Advice, Not Admin.

Founded 2016 United Kingdom Exeter, United Kingdom 21 employees Finance, Financial Services

General Information

Company Name P1 Investment Services
Founded Year 2016
Location United Kingdom Exeter, United Kingdom +1
Employees 21
Industries Finance, Financial Services
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About P1 Investment Services

P1 Investment Services is an award-winning investment platform and investment services provider for financial professionals with a focus on delivering advice rather than administrative services. Founded in 2016 and headquartered in the United Kingdom, P1 offers investment solutions to financial advisers, their clients, charities, and trusts. The company provides two distinct investment services: the Managed Portfolio Service (MPS) and the Bespoke Investment Service (BIS), alongside the P1 Platform for advisers and wealth managers. The P1 MPS offers a range of risk-rated and objective-focused model portfolios, including the Hybrid Portfolio Service, the Ethical and Sustainable Investing Service, and the Passive Portfolio Service. Additionally, the bespoke investment service caters to larger private clients, charities, trusts, companies, investors with specific ethical requirements, and tier 1 visa investors. P1's mission is to deliver a highly efficient, cost-effective, and technology-driven investment and platform service, tailored for the modern-day financial adviser. As an authorised and regulated entity by the Financial Conduct Authority with Registration Number 752005, P1 seeks to continually evolve by embracing new ideas and technology to remain at the forefront of private client investment management.

Taxonomy: investment management, platform operator, model portfolios, bespoke investment service, technology driven, ethical and sustainable investing, hybrid portfolio, passive portfolio, financial advisory services, discretionary investment manager, tax-efficient investing, investment solutions, financial regulation, ESG investing

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P1 Investment Services Alternatives & Competitors

P1 Investment Services vs
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FAQ About P1 Investment Services

Award-winning investment platform and investment services for financial professionals. Advice, Not Admin.
P1 Investment Services was founded in 2016.
P1 Investment Services is headquartered in Exeter, United Kingdom.
P1 Investment Services operates in the following industries: Finance, Financial Services.
P1 Investment Services has approximately 21 employees.
Top alternatives and competitors to P1 Investment Services include Albert E Sharp, Hargreave Hale, City Asset Management, AleFi, Partners Capital. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
P1 Investment Services and Albert E Sharp are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

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