You create plans so your clients can reach financial freedom. Yet you tie yourself down, wrestling platforms that don't work and investment propositions that hold you back from delivering what matters most - outstanding financial planning and great outcomes for your clients. That's where P1 comes in.
Together we'll construct the best technology enabled investment service for you and your clients, whether you want a platform, investments or both. And then you're free to focus on your clients and your business. If you feel you're in a rut, and that every platform you look at is the same, then we're here to show you there is a better way.
Together we'll construct the best technology enabled investment service for you and your clients, whether you want a platform, investments or both. And then you're free to focus on your clients and your business. If you feel you're in a rut, and that every platform you look at is the same, then we're here to show you there is a better way.
Services
At P1 we have a staff committee to explore issues relating to ethics and sustainability within our workplace as a commitment to our values. This committee is made up of P1 employees with members rotating over a period to ensure inclusion of all staff, to promote ownership and engagement within P1, and to provide fresh and innovative thinking.
We lead the way in delivering low cost model and bespoke investment solutions. We stand out from the crowd by cutting costs through automation and passing the savings to you and your clients. We're also leaders in building ethical and sustainable portfolios. If you and your clients are interested in sustainability, P1 treads lightly upon the earth.
Our Managed Portfolio Service offers a range of carefully and professionally managed investments including hybrid, passive and ethical portfolios. We maintain a panel of researched, approved and monitored investments. Our panel includes a range of potential holdings that can be used in different scenarios to exploit opportunities.
Our Bespoke Investment Service is for those clients that require a more targeted investment solution. They may have more complex requirements, very specific objectives, or a large portfolio requiring additional care and attention. With the client outcome at the forefront of the portfolio's construction, we select the best strategic and tactical asset allocation.
The TM P1 Sustainable World Fund allows investors convenient access to P1's flagship Sustainable Investing service through a simple fund structure. The fund is managed by Dr Quintin Rayer, P1's Head of Sustainable Investing, and Will Dickson, CIO. The fund invests across asset classes and geographical regions, primarily though actively managed funds.
Reviews
Be the first to review P1 Investment Management.
Write a Review