Services
An enduring proposition
Stable portfolios, built with you in mind.
Our process
Understanding Needs
Tailored Solutions
Listening is the first step. We take the time to establish investment mandates, not just by gathering information but through meaningful conversation. Looking beyond objectives, risk profile and time horizon, we also learn about values and priorities.
When we focus on the finer details, we are able to shape portfolios that are aligned, unique and structurally sound.
Investment Analysis
Informed Decisions
We tend not to describe our approach using labels like “growth,” “value,” or “momentum.” Our aim is simple; identify good quality opportunities at reasonable prices. To achieve this, we employ a disciplined process built to help us make sound decisions, not to fit definitions.
We will never claim to get everything right - mistakes are inevitable. However, if we can reflect, learn and refine - we can improve. We strive for humility and this is built in to our analytical process.
Understanding Needs
Listening is the first step. We take the time to establish investment mandates, not just by gathering information but through meaningful conversation. Looking beyond objectives, risk profile and time horizon, we also learn about values and priorities.
When we focus on the finer details, we are able to shape portfolios that are aligned, unique and structurally sound.
Tailored Solutions
Investment Analysis
We tend not to describe our approach using labels like “growth,” “value,” or “momentum.” Our aim is simple; identify good quality opportunities at reasonable prices. To achieve this, we employ a disciplined process built to help us make sound decisions, not to fit definitions.
We will never claim to get everything right - mistakes are inevitable. However, if we can reflect, learn and refine - we can improve. We strive for humility and this is built in to our analytical process.
Informed Decisions
Portfolio Construction
Our role is to help shape investment strategies that reflect each mandate. This is achieved through thoughtful position sizing, appropriate diversification and a clear structural framework.
We care deeply about performance, not in comparison to a benchmark but in relation to the mandate of the portfolio. We do not design to mimic indices. Instead, we aim to hold enough to be prudent, little enough to be purposeful.
Portfolios are structured to reduce unnecessary complexity and limit reliance on costly third parties. Avoiding layered product charges helps preserve transparency and enhance cost-efficiency.
Thoughtful Composition
Portfolio Construction
Efficient Transactions
Our role is to help shape investment strategies that reflect each bespoke mandate. This is achieved through thoughtful position sizing, appropriate diversification and a clear structural framework.
We care deeply about performance, not in comparison to a benchmark but in relation to the mandate of the portfolio. We do not design to mimic indices. Instead, we aim to hold enough to be prudent, little enough to be purposeful.
Portfolios are structured to reduce unnecessary complexity and limit reliance on costly intermediaries. Avoiding layered product charges helps preserve transparency and enhance cost-efficiency.
We are able to construct and consult on portfolios suitable for a broad variety of investment accounts including:
General Investment Account
Stocks & Shares ISA
Stocks & Shares JISA
Self Invested Personal Pension
Offshore Bond
What you can expect
For those seeking an outsourced option, our strategic partnership with P1 Investment Services Limited provides a distinctive discretionary fund management (DFM) service.
A dedicated investment manager.
Online access to your portfolio.
Mobile app access to your portfolio.
Regular face to face meetings.
Regular updates and insights.
Quarterly valuation reports.
Tax managed portfolio.*
Excellent customer service.
Professional account administration.
*Discretionary and Advisory portfolios only.
P1 Investment Services Limited is authorised and regulated by the Financial Conduct Authority, Registration Number 752005. They provide a range of regulated activities, including discretionary investment management and offer a low-cost, fully functional investment platform.
P1 Investment Services Limited is authorised and regulated by the Financial Conduct Authority, Registration Number 752005. They provide a range of regulated activities, including discretionary investment management and offer a low-cost, fully functional investment platform.