Business Details
9 Years
experience
Award-Winning Investment Management Solutions in Exeter
At P1 Investment Services, we are dedicated to transforming the financial advisory landscape through technology-driven, efficient investment solutions. Founded by industry veterans with decades of experience in financial planning and investment management, our team brings a wealth of expertise to deliver tailored services that prioritise client outcomes. We specialise in low-cost model portfolios, ethical investing, and bespoke investment strategies, leveraging automation to reduce costs while maintaining rigorous governance and transparency. Our commitment to innovation is evidenced by our award-winning platform, which streamlines administrative tasks, allowing advisors to focus on client relationships.Regulated by the Financial Conduct Authority, we uphold the highest standards of compliance and trustworthiness, ensuring our clients benefit from reliable, value-driven services. With a focus on sustainability, we lead in ethical investment through evidence-based methodologies and active engagement with fund managers. Our collaborative approach, demonstrated by quarterly investment committee meetings and ongoing research support, ensures our solutions evolve with market dynamics and client needs. Recognised for excellence in customer service and platform innovation, we are proud to be staff-owned, aligning our teams dedication to delivering exceptional results for our clients.
Services
Investment Management
Mandated Model Portfolios
Ethical Investing
Bespoke Investment Services
Digital Asset Portfolio
AIM IHT Service
Platform Services
Discretionary Management
Portfolio Rebalancing
ESG Consulting
Details
- Year established: 2017
Highlights and features
- Award-winning discretionary investment management services
- Low-cost bespoke solutions tailored to client needs
- Experts in evidence-based ethical and sustainable investing
- Available on all major third-party platforms including offshore
- Full spectrum of investment options including active, passive, and AIM
Associations and certifications
- Financial Conduct Authority (FCA)
What people say
Award-winning team
Low-cost solutions
Ethical credentials solid
Responsive support
Seamless operations
Services
Investment Management
We provide discretionary investment management tailored to advisors' philosophies. Our team collaborates on mandate creation, quarterly investment committee meetings, and portfolio oversight to ensure alignment with client goals. With low-cost fee structures and a focus on ethical investing, we deliver solutions accessible through major platforms. Our services include performance monitoring, rebalancing, and research support, enabling advisors to prioritise client relationships while we handle day-to-day management.
Ethical Investing
Our evidence-based ethical investing leverages a proprietary 70+ question fund scoring system and external oversight from academic experts. We combine qualitative and quantitative analysis to avoid greenwashing and align portfolios with client values. Services include ethical model portfolios, impact reporting, and ESG research, positioning us as industry leaders in sustainable finance through rigorous, repeatable methodologies and active engagement with fund managers.
Platform Services
The P1 Platform offers a paperless, low-cost solution with 0.15% fees capped at 1,500. Features include straight-through processing, integrations with back-office tools, and mobile access via our app. Our award-winning platform prioritises efficiency, offering integrated reporting, client engagement tools, and access to over 2,800 investment options across ISAs, SIPPs, and more, with no admin fees on key accounts.
Bespoke Investment Services
We design custom portfolios for clients with complex needs, including larger estates or specific objectives. Services involve tailored asset allocation, risk profiling, and management of esoteric investments across tax-efficient wrappers. Our bespoke approach accommodates individual preferences through direct equities, offshore bonds, and AIM-listed securities, ensuring alignment with unique financial goals and regulatory requirements.
Digital Asset Portfolio
Our Digital Asset Portfolio provides regulated exposure to cryptocurrencies through listed ETFs, investment trusts, and shares. This service enables advisors to incorporate crypto assets into tax-efficient wrappers like ISAs while offering FSCS protection. Designed for investors comfortable with high volatility, it bridges traditional advisory frameworks with emerging digital asset trends, enhancing portfolio diversification.
People
James Priday
Managing Director
Founder of P1 Investment Services with a first-class accounting and finance degree, Chartered CISI membership, and extensive financial planning expertise.
Hugo Thorman
Chairman
Built the Ascentric/IFDL platform to 9.8bn in assets, former CEO of James Hay and Abbey National director, with economics and MBA qualifications.
Will Dickson
Chief Investment Officer
Chartered Wealth Manager with top 30 under-30 recognition by Citywire, leading investment strategy and portfolio management.
Adam Prestwood
Operations Director
Over 15 years in financial services, focusing on platform operations and process management with Personal Finance Society fellowship.
Paul White
Risk & Compliance Director
35+ years in compliance consulting for major banks and firms, holding CISI Risk and Investment Operations certifications.
Questions
What investment services does P1 offer?
P1 provides discretionary management, model portfolios, ethical investing, bespoke mandates, digital assets, and AIM IHT services.
How does P1 ensure ethical investing?
We use a 70+ question scoring system, academic oversight, and active manager engagement to avoid greenwashing and ensure genuine ethical alignment.
Is P1’s platform available on third-party providers?
Our services are accessible on major third-party platforms, including offshore options, alongside our own award-winning P1 Platform.
What fees does P1 charge?
Platform fees cap at £1,500 (0.15%), with DFM fees from 0.08% for passive portfolios up to 0.25% for bespoke solutions.
