P1 Investment Services

P1 Investment Services is an investment management firm that provides technology-driven solutions for financial advisers and their clients. The company offers investment services with an emphasis on efficiency and cost-effectiveness, while also focusing on ethical and sustainable investment practices.
  • P1 API
  • P1 Platform
  • Lombard loans
  • Digital Assets
  • Mandated Models
  • Model Portfolios
  • P1 Sustainable World Fund

Size
Small
Phone
N/A
Email
N/A
Locations
Winslade Manor, Manor Drive, EX5 1FY
03332414129
9:00 - 19:30
Digital Popularity
Social Media
Company Details
P1 Investment Services is operated by P1 Investment Services Limited and is a Active company incorporated on 5 October 2015 with the registered office located in . P1 Investment Services Limited was registered 10 years ago.

Status
Active
Size
Small
Directors
6
Age
10 years old
Employees
15
Turnover
£3.79M
Total Assets
£1.89M
Cash in Bank
£164.25K
Total Liabilities
-£539.45K

Director • British • Lives in England • Born in Sep 1987
Director • Operations Director • British • Lives in England • Born in Apr 1986
Director • British • Lives in England • Born in Jul 1990
Director • Compliance Director • British • Lives in UK • Born in Nov 1969
Director • British • Lives in England • Born in Sep 1953
Secretary
Teams
All
17
Management
8
Sales
4
Finance
3
Engineering
2
Customer Service
2
Other
3
Founder & CEO • Joined Nov 2016
Principal Software Engineer • Joined Jun 2021
Chief Investment Officer • Joined Jan 2019
Operations Director • Joined Oct 2019
Head Of Marketing • Joined Jan 2018
Investment Account Manager • Joined Feb 2025
Head Of Platform Operations • Joined Nov 2019
Senior Business Development Manager • Joined Dec 2024
Head Of Research & Ethical Investing • Joined Jan 2017
Compliance And Risk Director • Joined Oct 2015
Founder & CEO • Joined Nov 2016
Chief Investment Officer • Joined Jan 2019
Operations Director • Joined Oct 2019
Head Of Marketing • Joined Jan 2018
Head Of Platform Operations • Joined Nov 2019
Senior Business Development Manager • Joined Dec 2024
Head Of Fund Sales & Business Development • Joined May 2017
Board Advisor • Joined Aug 2024
Investment Account Manager • Joined Feb 2025
Senior Business Development Manager • Joined Dec 2024
Head Of Fund Sales & Business Development • Joined May 2017
Marketing Assistant • Joined Apr 2024
Principal Software Engineer • Joined Jun 2021
Full Stack Developer • Joined May 2024
Chief Investment Officer • Joined Jan 2019
Investment Account Manager • Joined Feb 2025
Compliance And Risk Director • Joined Oct 2015
Investment Account Manager • Joined Feb 2025
Advisor Platform Support • Joined Jan 2024
Head Of Research & Ethical Investing • Joined Jan 2017
Senior Client Services & Operations Manager • Joined Jan 2025
Operations And Investment Analyst
View 17 members