P1 Investment Services Information

P1 provides investment solutions to financial advisers and their clients, charities and trusts. P1 provides two distinct investment services. Investment management services in the form of our Managed Portfolio Service (MPS) and a Bespoke Investment Service (BIS), and the award-winning P1 Platform for advisers and wealth managers. The P1 MPS provides a range of risk-rated and objective focused model portfolios. These are available through third party platforms and will be available through P1’s own platform solution when it launches. There are three sub-services within the MPS: - Hybrid Portfolio Service - Ethical and Sustainable Investing Service - Passive Portfolio Service P1's bespoke investment service provides tailored portfolios to larger private clients, charities, trusts, companies, investors with specific ethical requirements and tier 1 visa investors. P1 seeks to provide a highly efficient, cost-effective and technology driven investment and platform service, created for the 21st century financial adviser to use for their clients. It will seek to continually develop by embracing new ideas and technology to remain at the forefront of private client investment management. P1 Investment Management Limited is authorised and regulated by the Financial Conduct Authority, Registration Number 752005