PROGRESS: March 2025

What did we get up to in March?

Knowing how Tax Year End can be for our adviser community, our focus was on ensuring you were fully supported in delivering those last minute advice needs to your clients.

So, while it was a very productive month in terms of support, we slowed our roll out of innovations. We have a few newsworthy items though:

Platform:

• Platforum Adviser Platform Market Report March 2025

Investment Management:

• Macro Investment Guide (Published pre-Trump-Tariff-Turmoil)

Upcoming Webinars:

• Financial Planning for Financial Planning Businesses | The Flower Group
  • 22nd April, 11:00. 1 hr CPD. Register your place here. 

• Value for Fees Charged: 4.86 (#1) 🥇
• Usefulness of online tools: 4.59 (#1)🥇
• Ease of doing business: 4.62 (#2) 🥈
• Quality of reports: 4.61 (#1) 🥇
• Technical support: 4.61 (#1) 🥇
• BDM support: 4.64 (#1) 🥇
• Choice of funds and tax wrappers: 4.57 (#2) 🥈
• General web usability: 4.64 (#2) 🥈

If you want to see exactly why the P1 Platform is so highly rated and why it's one of the fastest growing adviser platforms in the UK, book a demo with Shaun Drew and start your journey.

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🆕: Q1 Macro Investment Guide 

Last month P1's Will Dickson hosted our quarterly Macro Investment Webinar where he reviewed the data and markets from Q1 this year. The webinar delivered insight and evaluation on how sectors and markets had behaved in the last quarter, and what to expect for the next. All was good, until last Thursday...

While markets are currently experiencing a "bit" of turmoil, we've compiled Will's notes and key graphs into a handy booklet for advisers so they can understand P1's investment thinking and rationale and how this relates to our portfolios.

Download your copy here.

💻: Time & Money Webinar Series