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P1 Platform
What P1 Platform is
P1 Platform is a paid investment platform for UK financial advisers and growing firms. It provides digital onboarding and administration for multiple asset classes through web, iOS, Android, and API access. Available wrappers include GIAs, ISAs, JISAs, accumulation and drawdown pensions, SIPPs, SSASs, and offshore bonds. The features page states that 3,450 fund options were available as of March 2026. Report Pilot supplies 23 customisable portfolio and client reports. Invest Pilot supports discretionary fund managers, while flexible pots allow different strategies within one wrapper. Transfer Workbench tracks transfer progress, digital processing, and instant payment visibility. Back-office integration and an open API connect providers and other technology. Clients can view portfolios through a portal and mobile app around the clock. The platform includes performance reporting, allocation analysis, tax-lot tracking, and multi-factor authentication. The listed platform fee is £0.15 a year, billed at 0.15% of platform assets and capped at £1,500; additional product charges are listed.
Who it suits
P1 Platform is intended for UK financial advisers and growing firms managing varied wrappers, portfolios, transfers, and client access. It also suits firms needing reporting, integrations, and mobile portfolio visibility.
What it does well
- Supports web, iOS, Android, and API access
- Offers multiple wrappers and asset classes
- Includes 23 customisable reports
- Clients can view portfolios around the clock
- Platform fee includes UK-based support
What to know first
- No free plan is listed
- Platform fee is billed on platform assets
- Additional product provider charges may apply
- Some pension products have separate listed fees
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| Platform fee | 0.15% of platform assets, capped at £1,500 · ISA, JISA, Trusts and P1 Pension (Accumulation) product fee £0 · P1 Pension (Drawdown) £5 + VAT per month · third-party product provider charges may apply | £0.15 a year |
As platform.p1investmentservices.co.uk lists them, read 11 Oct 2026. The maker's own page has the final word.
Verdict
P1 Platform combines adviser administration, portfolio tools, reporting, transfers, and client access across several channels. Its asset-based fee and additional product charges should be reviewed alongside the wrapper and integration requirements.
Facts from P1 Platform's own pages
- Accounts
- Available wrappers include GIAs, ISAs, JISAs, accumulation and drawdown pensions, and third-party products such as SIPPs, SSASs and offshore bonds. · platform.p1investmentservices.co.uk, 11 Oct 2026
- Allocation analysis
- Yes · platform.p1investmentservices.co.uk, 24 Sept 2026
- Asset class coverage
- multi_asset · platform.p1investmentservices.co.uk, 24 Sept 2026
- Client access
- The platform includes a client portal and mobile app access, with clients able to view their portfolios around the clock. · platform.p1investmentservices.co.uk, 11 Oct 2026
- Free plan
- No · platform.p1investmentservices.co.uk, 24 Sept 2026
- Integrations
- The platform offers back-office integration and an open API for connecting with providers and other technology. · platform.p1investmentservices.co.uk, 11 Oct 2026
- Investments
- The features page states that 3,450 fund options were available as of March 2026. · platform.p1investmentservices.co.uk, 11 Oct 2026
- Performance reporting
- Yes · platform.p1investmentservices.co.uk, 24 Sept 2026
- Portfolio tools
- Invest Pilot lets discretionary fund managers manage portfolios in the platform, while flexible pots support different investment strategies under one wrapper. · platform.p1investmentservices.co.uk, 11 Oct 2026
- Purpose
- P1 Platform is an investment platform for UK financial advisers, designed to reduce paperwork through digital onboarding and administration. · platform.p1investmentservices.co.uk, 11 Oct 2026
- Regulation
- P1 Investment Services Limited, the trading name holder for P1 Platform, is authorised and regulated by the Financial Conduct Authority under registration number 752005. · platform.p1investmentservices.co.uk, 11 Oct 2026
- Reporting
- Report Pilot provides 23 customisable reports covering portfolios and client information. · platform.p1investmentservices.co.uk, 11 Oct 2026
- Security
- The maker says the platform uses multi-factor authentication. · platform.p1investmentservices.co.uk, 11 Oct 2026
- Support
- The listed platform fee includes UK-based support, and the maker describes access to real people who understand adviser businesses. · platform.p1investmentservices.co.uk, 11 Oct 2026
- Tax-lot tracking
- Yes · platform.p1investmentservices.co.uk, 24 Sept 2026
- Transfers
- A Transfer Workbench tracks the progress of transfers, and the platform describes digital processing and instant payment visibility. · platform.p1investmentservices.co.uk, 11 Oct 2026
- Who it serves
- The maker describes P1 Platform as built for financial advisers and growing firms. · platform.p1investmentservices.co.uk, 11 Oct 2026
Where P1 Platform stands on Freedom251
- Portfolio Management Software#60 of 81