Albion partners with P1 Investment Services

Albion Strategic Consulting has announced a strategic partnership with P1 Investment Services to offer its smartersuccess investment service on a discretionary basis.

Albion’s smartersuccess service has been working with UK financial planning firms since 2006, supporting them with running an in-house investment programme based around each firm’s individual preferences and choices.

The partnership will provide financial advisers with access to Albion’s support from the portfolio construction process, ongoing governance and client communications with the added benefit of operational efficiencies through P1’s discretionary service.

Advisers will continue to leverage the smartersuccess service to support their investment proposition on their preferred platforms.

Albion said that the collaboration will look to enhance efficiency for financial planning firms, alleviating the growing regulatory and administrative pressure that advisers face.

With P1 managing the operational aspects, including execution and portfolio oversight, advisers can focus on delivering financial planning services to their clients.

Albion financial planning clients are responsible for more than £23bn in assets across markets from the UK to Australia.

Director at Albion, Ben Edwards, said: "We are delighted to bring this offering to the financial planning community through our collaboration with P1 Investment Services. This allows financial planning firms to benefit from a unique outsourced portfolio management service.

"This offering enables firms to build an understanding of – and high confidence in – the investment solution they offer to their clients, whilst also benefitting from best execution via a low-cost, high-value discretionary solution provided through an industry-leading discretionary management team."

Chief executive officer at P1 Investment Services, James Priday, added: "Albion has been a pioneer in UK financial services, consistently delivering exceptional value to financial planning firms.

"Our shared philosophy is clear: investing should be systematic, low-cost, and focused on benefiting the end client. Together, we aim to empower advisers by taking care of the operational complexities, allowing them to dedicate more time to what they do best—delivering outstanding financial planning."



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