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P1 Investment Services

Discretionary investment management and an adviser platform for UK financial advisers and their end clients

Exeter, United KingdomFounded 2015p1investmentservices.co.ukWebsite technologies

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Highlights

  • New on EvolcAdded 2026-10-28

About P1 Investment Services

P1 Investment Services provides discretionary investment management and an adviser investment platform for UK financial advisers. Its two service lines are P1 Investment Management, which offers risk-rated model portfolios, mandated models, ethical investing and specialist solutions, and P1 Platform, an adviser platform with digital onboarding and reporting tools.

Its customers are financial advice firms, which use the investment management service on their own or third-party platforms and the platform for their end clients. The company states that it serves over 160 advice firms and 53,000+ end clients on its website.

The company was founded in 2015 and is based in Exeter, with its registered office in Clyst St Mary, Devon. It is independent and employee-owned, and it has recently published news on a cost calculator for platforms and a commercial director hire.

Product: P1 Investment Management (model portfolios and discretionary services) and P1 Platform (low-cost adviser investment platform).

Jobs at P1 Investment Services

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