# P1 Investment Services > The group home for P1 Investment Services, a UK-based independent investment services business providing financial advisers with two distinct service lines: P1 Investment Management (DFM and model portfolios) and P1 Platform (adviser investment platform). Independent, majority staff-owned, and profitable since 2021. P1 Investment Services is the parent site for the P1 group. It covers the overall company story, credentials, news, and links through to each service line. For UK financial advisers only. Group stats: £4.7bn AUMA, 100+ adviser firms, 40,000+ end clients. Defaqto Gold rated across both service lines in 2026. --- ## About P1 Investment Services P1 was founded in 2001 as a financial advice firm frustrated by the expensive and inefficient investment services available to advisers and their clients. From that starting point, P1 built its own investment management and platform services. Today it provides award-winning investment management and investment platform services to over 160 advice firms across the UK. P1 Investment Services is led by James Priday, Chief Executive Officer and founder. ### What makes P1 different **Independent and employee-owned** — P1 is majority-owned by its staff. It is not backed by private equity or venture capital. All decisions are made with the long term in mind, focused on adviser and client outcomes rather than investor returns or an exit timeline. **Profitable and growing** — P1 has been profitable since 2021, four years after launch. Both service lines continue to grow year on year. The business reinvests in technology, people, and service rather than servicing external debt. Financial stability means a long-term commitment to the advisers and firms it serves. **Built on technology, not legacy** — The platform was built from scratch using modern architecture. Investment tools, reporting, and onboarding were designed for how advisers work today, not adapted from systems built twenty years ago. This is why P1 can offer lower costs without compromising on service. **Innovation focused on real problems** — From Invest Pilot inside Microsoft Teams to one of the UK's first regulated digital asset portfolios, P1's approach to innovation is about removing friction, reducing cost, and saving advisers time. ### The two service lines P1 operates two distinct service lines. Each works independently. Together they can deliver greater efficiency and cost savings. **P1 Investment Management** — Discretionary fund management (DFM) for UK financial advisers. Provides risk-rated model portfolios, bespoke mandated models, ethical investing, income portfolios, and specialist solutions including digital asset exposure. Available on all major UK adviser platforms. DFM fees from 0.08%. Defaqto Gold rated. **P1 Platform** — A modern, low-cost adviser investment platform with digital onboarding, portfolio management, client reporting, review pack generation, and back-office integrations. Platform fee 0.15%, capped at £1 million. Defaqto Gold rated. Platforum Best Overall Platform rated. Many advisers use P1 Investment Management on third-party platforms, and many platform clients use other investment managers. There is no requirement to use both services. --- ## Our Story P1 was founded on the belief that when the people who serve clients also own the business, everyone works towards the same goal. Being majority staff-owned keeps focus on delivering the best possible outcomes for advisers and their clients. P1 is not driven by private equity or venture capital, but by a shared commitment to long-term progress. That focus has powered consistent growth: profitable since 2021 and continuing to expand year on year. The mission is to build a business that puts ownership, innovation, and client outcomes at the heart of everything it delivers. The business introduced three dedicated websites in 2025 to give each service line its own space: - p1investmentservices.co.uk — the group home page, company story, news, and overview - invest.p1investmentservices.co.uk — everything related to P1 Investment Management - platform.p1investmentservices.co.uk — everything related to P1 Platform --- ## News and Resources P1 Investment Services publishes investment commentary, company updates, webinar information, and adviser resources through its news section. News: https://p1investmentservices.co.uk/news --- ## Regulatory Information P1 Investment Services Limited is authorised and regulated by the Financial Conduct Authority. As a UK-based asset manager, P1 Investment Services has a duty to act in the best long-term interests of its clients. The business maintains a conflicts of interest policy as required by the FCA. VAT No. 231 9416 20. Regulatory information: https://p1investmentservices.co.uk/regulatory-information --- ## Contact https://p1investmentservices.co.uk/contact For questions about P1 Platform or P1 Investment Management, contact the team directly or visit the relevant service site. For UK financial advisers only.