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Defaqto Gold Expert Service P1 2026

£4.7bn
AUMA

100+
Adviser Firms

40k+
End Clients

defaqto gold Platform service P1
Defaqto Gold Expert Service P1 2026

£4.7bn
AUMA

100+
Adviser Firms

40k+
End Clients

defaqto gold Platform service P1
Defaqto Gold Expert Service P1 2026

£4.7bn
AUMA

100+
Adviser Firms

40k+
End Clients

defaqto gold Platform service P1

Two services, one mission. 

Two services, one mission. 

Two services,
one mission. 

P1 Investment Services was founded by a financial adviser who believed advisers and clients deserved better: better investment management, a better investment platform, and a fairer price for both.

 

Today P1 operates two distinct service lines. P1 Investment Management provides award-winning, risk-rated model portfolios, bespoke mandated models, ethical investing, and specialist solutions for over 100 advice firms. P1 Platform is a modern, intuitive, low-cost adviser platform, with digital onboarding and extensive reporting tools, which easily integrates with the other systems you use.

 

Each works independently. Together, they can deliver even greater efficiency and cost savings for your clients. But there is no requirement to use both. Many advisers use our investment management on third-party platforms, and many platform clients use other investment managers or operate their own advised portfolios. The choice is yours.

 

We are independent, employee-owned, profitable, and with a long-term vision. No legacy systems. No short-term thinking.

P1 Investment Services was founded by a financial adviser who believed advisers and clients deserved better: better investment management, a better investment platform, and a fairer price for both.

 

Today P1 operates two distinct service lines. P1 Investment Management provides award-winning, risk-rated model portfolios, bespoke mandated models, ethical investing, and specialist solutions for over 100 advice firms. P1 Platform is a modern, intuitive, low-cost adviser platform, with digital onboarding and extensive reporting tools, which easily integrates with the other systems you use.

 

Each works independently. Together, they can deliver even greater efficiency and cost savings for your clients. But there is no requirement to use both. Many advisers use our investment management on third-party platforms, and many platform clients use other investment managers or operate their own advised portfolios. The choice is yours.

 

We are independent, employee-owned, profitable, and with a long-term vision. No legacy systems. No short-term thinking.

P1 Investment Services was founded by a financial adviser who believed advisers deserved better: better investment management, a better platform, and a fair price for both.


Today P1 operates two distinct service lines. P1 Investment Management provides award-winning, Defaqto-rated model portfolios, mandated models, ethical investing and specialist solutions for over 160 advice firms. P1 Investment Platform is a modern, low-cost adviser platform built from scratch, serving 53,000+ end clients with digital onboarding, reporting tools and back-office integration.


Each works independently. Together, they can deliver even greater efficiency and cost savings for your clients. But there is no requirement to use both. Many advisers use our investment management on third-party platforms, and many platform clients invest with other DFMs. The choice is yours.


We are independent, employee-owned and profitable. No private equity. No legacy systems. No conflicted interests.

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