Independently rated by Defaqto.
Investment Management Ratings
Our DFM service and model portfolio ranges hold Defaqto Gold and Expert Rated status. These ratings are independently assessed and reviewed annually, covering investment process, fund selection, risk management and client outcomes.
Platform Ratings
The P1 Platform holds Defaqto Gold and Expert Rated status for service quality, functionality, value and range. Rated independently across the same criteria applied to every UK adviser platform.
All Defaqto Ratings
UK Platform Award Winners.
Investment Management Ratings
Track what matters: client profitability, portfolio drift, ISA allowances, transfer times, and fee breakdowns. 23 reports covering every account and your entire business.
The UK's best adviser platform.
According to advisers
Rated #1 by financial advisers in Platforum's independent platform survey since 2022. Who better to trust than other advisers when it comes to Platform reviews. We're rated the best Overall Platform in Platforums adviser surveys.
