P1 HQ at Clyst House, Winslade Park

Born from advice. Built for advisers.

Born from advice. Built for advisers.

P1 was born from an advice firm frustrated by the expensive, inefficient investment services available to advisers and their clients. So, we built our own. Today, we provide an award-winning investment management and investment platform services to over 160 advice firms across the UK.

P1 HQ at Clyst House, Winslade Park

Born from advice. Built for advisers

P1 was born from an advice firm frustrated by the expensive, inefficient investment services available to advisers and their clients. So, we built our own. Today, we provide an award-winning investment management and investment platform services to over 160 advice firms across the UK.

Why P1 was built differently.

Why P1 was built differently.

"P1 was founded on a simple belief: when the people who serve clients also own the business, everyone works towards the same goal. Being majority staff-owned keeps our focus exactly where it belongs; on delivering the best possible outcomes for advisers and their clients.


We’re not driven by private equity or venture capital, but by a shared commitment to long-term progress. That focus has powered our growth; profitable since 2021 and continuing to expand year on year. That spirit runs through everything we do, from our award-winning adviser platform to our growing range of investment services.


Our technology is built to let advisers focus on Advice, Not Admin. Combining simplicity and control with service that genuinely understands the challenges of modern advice. As we continue to grow, our mission stays constant: to build a business that puts ownership, innovation, and client outcomes at the heart of everything we deliver."

"P1 was founded on a simple belief: when the people who serve clients also own the business, everyone works towards the same goal. Being majority staff-owned keeps our focus exactly where it belongs; on delivering the best possible outcomes for advisers and their clients.


We’re not driven by private equity or venture capital, but by a shared commitment to long-term progress. That focus has powered our growth; profitable since 2021 and continuing to expand year on year. That spirit runs through everything we do, from our award-winning adviser platform to our growing range of investment services.


Our technology is built to let advisers focus on Advice, Not Admin. Combining simplicity and control with service that genuinely understands the challenges of modern advice. As we continue to grow, our mission stays constant: to build a business that puts ownership, innovation, and client outcomes at the heart of everything we deliver."

james Priday, CEO P1 Investment Services Portrait
James Priday

Chief Executive Officer

james Priday, CEO P1 Investment Services Portrait
James Priday

Chief Executive Officer

james Priday, CEO P1 Investment Services Portrait
James Priday

Chief Executive Officer

What makes P1 different?

Independant and employee-owned
Independent and employee-owned

P1 is majority-owned by its staff. We are not backed by private equity or venture capital. Our focus is on advisers and their clients, not on investor returns or an exit timeline. When the team owns the business, every decision is made with the long term in mind.

P1 Checkmark
Profitable and growing

P1 has been profitable since 2021, four years after launch. Both service lines continue to grow year on year. We reinvest in technology, people and service, not in servicing debt. Financial stability means we will be here for the long term.

P1 Built on technology
Built on technology, not legacy

Our platform was built from scratch using modern architecture. Our investment tools, reporting and onboarding were designed for how advisers work today, not adapted from systems built twenty years ago. This is why we can offer lower costs without compromising on quality.

Three principles that define P1.

Innovative

From Invest Pilot inside Microsoft Teams to one of the UK's first regulated digital asset portfolios, we solve real problems with practical technology. Innovation at P1 is about removing friction, reducing cost and saving advisers time.

Innovative

From Invest Pilot inside Microsoft Teams to one of the UK's first regulated digital asset portfolios, we solve real problems with practical technology. Innovation at P1 is about removing friction, reducing cost and saving advisers time.

Profitable Growth

Profitable since 2021, four years after launch. We reinvest in technology, people and service rather than servicing external debt or chasing an exit. Growth funded by revenue, not by rounds.

Profitable Growth

Profitable since 2021, four years after launch. We reinvest in technology, people and service rather than servicing external debt or chasing an exit. Growth funded by revenue, not by rounds.

Entrepreneurial

Founded by an adviser who saw a problem and built a solution. Employee-owned, operationally lean, and structured to move quickly. When advisers tell us something needs to change, we act in weeks, not quarters.

Entrepreneurial

Founded by an adviser who saw a problem and built a solution. Employee-owned, operationally lean, and structured to move quickly. When advisers tell us something needs to change, we act in weeks, not quarters.

Over two decades of purposeful growth.