Spend more time advising and less time on paperwork
Spend more time advising and less time on paperwork
Onboard clients in minutes, not days, with a platform that let's you focus on advice, not admin.
For UK Financial Advisers Only
Spend more time advising and less time on paperwork
Onboard clients in minutes, not days, with a platform that let's you focus on advice, not admin.
For UK Financial Advisers Only
What if your platform was actually good to use?
Award-winning innovation.
We're changing the platform landscape. If you're frustrated by clunky platforms and poor service, now is the time to switch to P1.
We have all the key features of your legacy platform, without the legacy issues.
The UK's fastest growing platform.
The UK's fastest growing platform.
See why advisers are switching to a flexible, integrated platform delivering simplicity, innovation, and exceptional adviser support.
See why advisers are switching to a flexible, integrated platform delivering simplicity, innovation, and exceptional adviser support.
Advisers voted us #1
Platforums adviser panel of 2,060 of your peers rates P1 the best platform overall.
Clients pay less, you look better
0.15% fee capped at £1 Million. Deliver your clients value for money.
Humans who actually help
No call centers. No 'let me escalate that' just humans who know your business.
No Copy + Paste
Integrate with your back-office. Get your data where it needs to go automatically.
Match portfolios to real life
Spit client accounts into goal-based pots. Each with its own investment strategy.
Your platform should work as hard as you do.
Everything in one place
Portfolio management, client reporting and review pack generation all working together. The average adviser switches between 4 to 6 systems. You'll use one.
Everything in one place
Portfolio management, client reporting and review pack generation all working together. The average adviser switches between 4 to 6 systems. You'll use one.
Stop using paper
From account opening & onboarding to transfer actioning & report generation. Our digital experience will save your team hours and shred your paper bill.
Stop using paper
From account opening & onboarding to transfer actioning & report generation. Our digital experience will save your team hours and shred your paper bill.
Serve more clients without adding staff
The Platform handles the admin burden, you focus on the high-value advice that drives revenue. Scale your practice, not your overhead.
Serve more clients without adding staff
The Platform handles the admin burden, you focus on the high-value advice that drives revenue. Scale your practice, not your overhead.
Tools & add-ons.
Report Pilot
Create clear, comprehensive investment and pension review reports in minutes. With visual data, reduced admin, and seamless integration across P1.
Invest Pilot
Integrated with Microsoft’s Power Platform, Invest Pilot lets DFMs manage portfolios in-platform, supports 2,500+ securities, and uses AI to generate bespoke client reports — all without extra logins.
Review Pack Generator
The Review Pack Generator lets advisers quickly produce detailed, client-ready reports on accounts and portfolios.
Three tools that save you hours every week.
Report Pilot
Track what matters: client profitability, portfolio drift, ISA allowances, transfer times, and fee breakdowns. 23 reports covering every account and your entire business.
Invest Pilot
DFM partners manage portfolios directly in P1—no waiting for updates or chasing reports. Access 3,450 securities, real-time performance data, and bulk updating. One platform for you and your investment managers.
Review Pack Generator
Annual reviews coming up? Generate compliant client packs in minutes: performance vs. benchmarks, asset allocation, transactions, and fees. All accounts, one document.
Save your
clients money.
0.15%
Platform fee on assets.
£1,500
Capped platform fee on accounts over £1M.
£0
Product fee for ISA, JISA, Trusts, P1 Pension (Accumulation)
£5 + VAT
Per month for P1 Pension (Drawdown)
0.15%
Platform fee on platform assets,
capped at £1,500
£0
Product fee for ISA, JISA, Trusts, P1 Pension (Accumulation)
£0
For Third-party products. Subject to any
3rd-party product provider charge.
£5 + VAT
Per month for P1 Pension (Drawdown)
Built for advisers who are tired of their platform.
For financial advisers and growing firms who refuse to let platform limitations cap their growth. Technology that enables advice, not endless admin.
Product choice
ISAs, SIPPs, GIAs, JISAs and third-party products. Everything your clients need in one place.
Investment options
3,450 securities including institutional class funds, ETFs, investment trusts, and individual equities.
DFM range
Work with 19 leading DFMs through one platform. Build your CIP without comprising your clients' investment options.
Trusted platform
Join 100+ firms who've switched to P1. Employee-owned and profitable, we answer to advisers, not private equity shareholders.
Available Investment Partners
Hear from advisers…
We were a little apprehensive because we were moving from a known to an unknown, but all the feedback from the team is that it's been pretty seamless... Results have been excellent.
Gary O'Brien
Managing Director - Ardent
I found that P1 is a platform that has cutting-edge technology and provides a first-class service. The technology is excellent – intuitive, reliable, and built with advisers in mind.
Lavinia MacDonald
Director - The Money Clinic
Adopting the P1 Platform has enabled us to significantly reduce the cost of taking-on and managing clients, mainly due to its digital client onboarding and reporting capabilities.
Nick Skelhorn
Managing Director - Corrival Capital
They (P1) offered unrivalled access to the management team, a flexible approach to working together and their services are competitively priced.
Daniel Lawrence
Director - Perry Monroe
We were a little apprehensive because we were moving from a known to an unknown, but all the feedback from the team is that it's been pretty seamless... Results have been excellent.
Gary O'Brien
Managing Director - Ardent
I found that P1 is a platform that has cutting-edge technology and provides a first-class service. The technology is excellent – intuitive, reliable, and built with advisers in mind.
Lavinia MacDonald
Director - The Money Clinic
Adopting the P1 Platform has enabled us to significantly reduce the cost of taking-on and managing clients, mainly due to its digital client onboarding and reporting capabilities.
Nick Skelhorn
Managing Director - Corrival Capital
They (P1) offered unrivalled access to the management team, a flexible approach to working together and their services are competitively priced.
Daniel Lawrence
Director - Perry Monroe
We were a little apprehensive because we were moving from a known to an unknown, but all the feedback from the team is that it's been pretty seamless... Results have been excellent.
Gary O'Brien
Managing Director - Ardent
I found that P1 is a platform that has cutting-edge technology and provides a first-class service. The technology is excellent – intuitive, reliable, and built with advisers in mind.
Lavinia MacDonald
Director - The Money Clinic
Adopting the P1 Platform has enabled us to significantly reduce the cost of taking-on and managing clients, mainly due to its digital client onboarding and reporting capabilities.
Nick Skelhorn
Managing Director - Corrival Capital
They (P1) offered unrivalled access to the management team, a flexible approach to working together and their services are competitively priced.
Daniel Lawrence
Director - Perry Monroe
We were a little apprehensive because we were moving from a known to an unknown, but all the feedback from the team is that it's been pretty seamless... Results have been excellent.
Gary O'Brien
Managing Director - Ardent
I found that P1 is a platform that has cutting-edge technology and provides a first-class service. The technology is excellent – intuitive, reliable, and built with advisers in mind.
Lavinia MacDonald
Director - The Money Clinic
Adopting the P1 Platform has enabled us to significantly reduce the cost of taking-on and managing clients, mainly due to its digital client onboarding and reporting capabilities.
Nick Skelhorn
Managing Director - Corrival Capital
They (P1) offered unrivalled access to the management team, a flexible approach to working together and their services are competitively priced.
Daniel Lawrence
Director - Perry Monroe
We were a little apprehensive because we were moving from a known to an unknown, but all the feedback from the team is that it's been pretty seamless... Results have been excellent.
Gary O'Brien
Managing Director - Ardent
I found that P1 is a platform that has cutting-edge technology and provides a first-class service. The technology is excellent – intuitive, reliable, and built with advisers in mind.
Lavinia MacDonald
Director - The Money Clinic
Adopting the P1 Platform has enabled us to significantly reduce the cost of taking-on and managing clients, mainly due to its digital client onboarding and reporting capabilities.
Nick Skelhorn
Managing Director - Corrival Capital
They (P1) offered unrivalled access to the management team, a flexible approach to working together and their services are competitively priced.
Daniel Lawrence
Director - Perry Monroe
We were a little apprehensive because we were moving from a known to an unknown, but all the feedback from the team is that it's been pretty seamless... Results have been excellent.
Gary O'Brien
Managing Director - Ardent
I found that P1 is a platform that has cutting-edge technology and provides a first-class service. The technology is excellent – intuitive, reliable, and built with advisers in mind.
Lavinia MacDonald
Director - The Money Clinic
Adopting the P1 Platform has enabled us to significantly reduce the cost of taking-on and managing clients, mainly due to its digital client onboarding and reporting capabilities.
Nick Skelhorn
Managing Director - Corrival Capital
They (P1) offered unrivalled access to the management team, a flexible approach to working together and their services are competitively priced.
Daniel Lawrence
Director - Perry Monroe
We were a little apprehensive because we were moving from a known to an unknown, but all the feedback from the team is that it's been pretty seamless... Results have been excellent.
Gary O'Brien
Managing Director - Ardent
I found that P1 is a platform that has cutting-edge technology and provides a first-class service. The technology is excellent – intuitive, reliable, and built with advisers in mind.
Lavinia MacDonald
Director - The Money Clinic
Adopting the P1 Platform has enabled us to significantly reduce the cost of taking-on and managing clients, mainly due to its digital client onboarding and reporting capabilities.
Nick Skelhorn
Managing Director - Corrival Capital
They (P1) offered unrivalled access to the management team, a flexible approach to working together and their services are competitively priced.
Daniel Lawrence
Director - Perry Monroe
We were a little apprehensive because we were moving from a known to an unknown, but all the feedback from the team is that it's been pretty seamless... Results have been excellent.
Gary O'Brien
Managing Director - Ardent
I found that P1 is a platform that has cutting-edge technology and provides a first-class service. The technology is excellent – intuitive, reliable, and built with advisers in mind.
Lavinia MacDonald
Director - The Money Clinic
Adopting the P1 Platform has enabled us to significantly reduce the cost of taking-on and managing clients, mainly due to its digital client onboarding and reporting capabilities.
Nick Skelhorn
Managing Director - Corrival Capital
They (P1) offered unrivalled access to the management team, a flexible approach to working together and their services are competitively priced.
Daniel Lawrence
Director - Perry Monroe
…and see what their clients think
78% rate it as "Very" or "Fairly" easy to use and navigate.
75% rate the information as "Useful" to "Extremely useful"
Fewer than 5% reported being "Unhappy"
Statistics from our 2025 P1 Platform Client Survey
Hear from advisers…
We were a little apprehensive because we were moving from a known to an unknown, but all the feedback from the team is that it's been pretty seamless... Results have been excellent.
Gary O'Brien
Managing Director - Ardent
I found that P1 is a platform that has cutting-edge technology and provides a first-class service. The technology is excellent – intuitive, reliable, and built with advisers in mind.
Lavinia MacDonald
Director - The Money Clinic
Adopting the P1 Platform has enabled us to significantly reduce the cost of taking-on and managing clients, mainly due to its digital client onboarding and reporting capabilities.
Nick Skelhorn
Managing Director - Corrival Capital
They (P1) offered unrivalled access to the management team, a flexible approach to working together and their services are competitively priced.
Daniel Lawrence
Director - Perry Monroe
We were a little apprehensive because we were moving from a known to an unknown, but all the feedback from the team is that it's been pretty seamless... Results have been excellent.
Gary O'Brien
Managing Director - Ardent
I found that P1 is a platform that has cutting-edge technology and provides a first-class service. The technology is excellent – intuitive, reliable, and built with advisers in mind.
Lavinia MacDonald
Director - The Money Clinic
Adopting the P1 Platform has enabled us to significantly reduce the cost of taking-on and managing clients, mainly due to its digital client onboarding and reporting capabilities.
Nick Skelhorn
Managing Director - Corrival Capital
They (P1) offered unrivalled access to the management team, a flexible approach to working together and their services are competitively priced.
Daniel Lawrence
Director - Perry Monroe
We were a little apprehensive because we were moving from a known to an unknown, but all the feedback from the team is that it's been pretty seamless... Results have been excellent.
Gary O'Brien
Managing Director - Ardent
I found that P1 is a platform that has cutting-edge technology and provides a first-class service. The technology is excellent – intuitive, reliable, and built with advisers in mind.
Lavinia MacDonald
Director - The Money Clinic
Adopting the P1 Platform has enabled us to significantly reduce the cost of taking-on and managing clients, mainly due to its digital client onboarding and reporting capabilities.
Nick Skelhorn
Managing Director - Corrival Capital
They (P1) offered unrivalled access to the management team, a flexible approach to working together and their services are competitively priced.
Daniel Lawrence
Director - Perry Monroe
We were a little apprehensive because we were moving from a known to an unknown, but all the feedback from the team is that it's been pretty seamless... Results have been excellent.
Gary O'Brien
Managing Director - Ardent
I found that P1 is a platform that has cutting-edge technology and provides a first-class service. The technology is excellent – intuitive, reliable, and built with advisers in mind.
Lavinia MacDonald
Director - The Money Clinic
Adopting the P1 Platform has enabled us to significantly reduce the cost of taking-on and managing clients, mainly due to its digital client onboarding and reporting capabilities.
Nick Skelhorn
Managing Director - Corrival Capital
They (P1) offered unrivalled access to the management team, a flexible approach to working together and their services are competitively priced.
Daniel Lawrence
Director - Perry Monroe
