P1 Investment Services Revenue
Investment Management • 
Exeter, England, United Kingdom • 21-50 Employees
P1 Investment Services revenue & valuation
| Annual revenue | $1,967,765 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues | $6,300,000 |
| Total funding | No funding |
Key Contact at P1 Investment Services
Paul White Chartered
Compliance And Risk Director
Company overview
| Headquarters | Clyst House, Exeter, Devon EX5 1 GB, GB |
| Phone number | +443332414129 |
| Website | |
| NAICS | 5231 |
| SIC | 628 |
| Keywords | Investment Management, Model Portfolios, Ethical Investing, Sustainable Investing, Cpd Courses, Investment Platform, Investor Visas, Adviser-Owned Investment Platform, Passive Investing, Bespoke Investment Management, Esg Investing Consultancy |
| Founded | 2016 |
| Employees | 21-50 |
| Socials |
P1 Investment Services Email Formats
P1 Investment Services uses 3 email formats. The most common is {first initial}{last name} (e.g., jdoe@p1-im.co.uk), used 44.4% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@p1-im.co.uk | 44.4% |
{first name}{last name} | johndoe@p1-im.co.uk | 44.4% |
{first initial}.{last name} | j.doe@p1-im.co.uk | 11.1% |
About P1 Investment Services
P1 provides investment solutions to financial advisers and their clients, charities and trusts. P1 provides two distinct investment services. Investment management services in the form of our Managed Portfolio Service (MPS) and a Bespoke Investment Service (BIS), and the award-winning P1 Platform for advisers and wealth managers. The P1 MPS provides a range of risk-rated and objective focused model portfolios. These are available through third party platforms and will be available through P1’s own platform solution when it launches. There are three sub-services within the MPS: - Hybrid Portfolio Service - Ethical and Sustainable Investing Service - Passive Portfolio Service P1's bespoke investment service provides tailored portfolios to larger private clients, charities, trusts, companies, investors with specific ethical requirements and tier 1 visa investors. P1 seeks to provide a highly efficient, cost-effective and technology driven investment and platform service, created for the 21st century financial adviser to use for their clients. It will seek to continually develop by embracing new ideas and technology to remain at the forefront of private client investment management. P1 Investment Management Limited is authorised and regulated by the Financial Conduct Authority, Registration Number 752005
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
P1 Investment Services has 12 employees across 6 departments.
Departments
Number of employees
Funding Data
P1 Investment Services has never raised funding before.
P1 Investment Services Tech Stack
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