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Could our financial advisers help you?

Here’s everything you need to know from service basics to next steps.

More on financial advice

Important information - please keep in mind the value of investments can go down as well as up, so you may get back less than you invest.

Stocks and Shares ISA

Invest up to £20,000 each year into a tax-efficient Stocks and Shares ISA.

Start saving in a SIPP

A Self-Invested Personal Pension is a tax-efficient way to save for your retirement.

Reasons to choose Fidelity

With over 50 years' investing experience, we are trusted by over 1.6 million UK customers.*

*Source: Fidelity, as at 30.09.24

Important information - Tax treatment depends on individual circumstances and all tax rules may change in the future. You can't normally access money in a pension until age 55 (57 from 2028). This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to one of Fidelity’s advisers or an authorised financial adviser of your choice.

How would you like to invest?

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Navigator

Show me a few ideas

Tell us your preferences and we’ll give you a fund or two to consider.

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Select 50

Show me expert picks

Browse a list of our favourite funds, selected by experts.

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Investment Finder

Show me everything you offer

Use our powerful tool to search and filter the thousands of investments on offer.

Important Information - This information and our guidance tools are not a personal recommendation in respect of a particular investment. If you are unsure about the suitability of an investment you should speak to one of Fidelity’s advisers or an authorised financial adviser of your choice. You should regularly reassess the suitability of your investments to ensure they continue to meet your attitude to risk and investment goals.

Select 50: our favourite funds - selected by experts

Looking for investment ideas? Whether you’re looking for funds, investment trusts or exchange traded funds, Select 50 can help you choose from the range available on our website.

Online share dealing

Explore over 2,000 UK and international shares, and tools to help you choose.

Drawdown your pension however you like

So you can do whatever you like. Flexible access to your pension with our SIPP.

Important information - Pension and retirement planning can be complex, so if you are unsure about the suitability of a pension investment, retirement service or any action you need to take, please contact Fidelity’s retirement service on 0800 368 6882 or refer to an authorised financial adviser of your choice. When you’re thinking of investing in shares, it’s generally a good idea to consider holding them alongside other investments in a diversified portfolio of assets.

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