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Education seminars

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

Whether you're just starting out or an experienced investor, our education seminars are designed to give you the information you need to help you reach your investment goals.

The seminars, held at our Investor Centre in London, are free to attend and hosted by an experienced Fidelity representative. Presentations last around 45 minutes with the opportunity to meet with a member of the team afterwards.  

Places are limited. To find out more and to book your seat please email the team on the links below. Remember to specify which seminar you are interested in attending and on which date in the email. 

Upcoming seminars

We’ll be hosting a range of seminars throughout the year and we’ll update this list regularly, so please bookmark this page and visit again to see what else we’re doing. Here are the current seminars available to book:

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Passing on wealth - Get peace of mind by planning for your family’s future

In this seminar you’ll gain a better understanding of: 

  • building wealth and inheritance planning 
  • how to help your family save for the future 
  • the part your pensions play in your financial legacy
  • where you can get help and available resources

Dates: Wednesday 14 February - 12.30pm; Wednesday 15 May - 12.30pm

Email us to book your place (If there is more than one date available then please specify which date you wish to attend in the email). 

How to manage your account online

In this seminar you’ll learn:

  • how to manage your account online
  • how to generate investment ideas using our online guidance tools
  • how to invest online and view transaction reports

Date: Thursday 7 March - 12.30pm

Email us to book your place (If there is more than one date available then please specify which date you wish to attend in the email). 

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A guide to tax-efficient investing

In this seminar you’ll gain a better understanding of: 

  • tax-efficient savings and investments
  • types of tax efficient accounts
  • how to make the most of your allowances
  • how to get started on your investment and savings journey

Date: Tuesday 19 March - 12.30pm

Email us to book your place (If there is more than one date available then please specify which date you wish to attend in the email).

Guide to investing in funds

In this seminar, you’ll discover: 

  • what funds are
  • reasons to invest in funds
  • the different types of funds
  • how to find the fund objectives

Date: Thursday 25 April - 12.30pm

Email us to book your place (If there is more than one date available then please specify which date you wish to attend in the email).

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Introduction to the stock market

In this seminar you’ll learn about:

  • the UK stock exchanges
  • how shares are traded and priced
  • selecting and holding shares to build your portfolio
  • common preconceptions
  • terminology
  • international markets

Date: Tuesday 18 June - 12.30pm

Email us to book your place (If there is more than one date available then please specify which date you wish to attend in the email).

How to find us

Fidelity Investor Centre
111 Cannon Street
London
EC4N 5AR

Our Investor centre is open for walk-in visitors or appointments from 9am to 5pm, Monday to Friday, excluding bank holidays.

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Support for larger portfolios

If you have a larger portfolio you may qualify for our Wealth Management service, which is specially designed for customers who have over £250,000 invested with us and for users of our ongoing advice service. We'll provide a service that gives you the support you need to grow your wealth.

Personal support

Depending on your needs, Wealth Management customers will be assigned either a relationship manager or adviser to give you the help you need to reach your saving and investing goals and objectives.

Financial advice

Our paid-for advice service can provide a recommendation on a range of investment and retirement planning options to meet your needs (typically we help people with a minimum of £100,000 to invest).

Exclusive benefits

Our extensive range of benefits includes exclusive events led by Fidelity experts and leading industry names and a quarterly portfolio review to keep you informed on all your investments.

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Our Investor Centre is open

Want to talk to someone face-to-face? Our Investor Centre is open to anyone looking for help with their investments. We're available to answer your queries, provide information and help make investing easier. You can also make an appointment to meet with your Relationship Manager or Adviser face-to-face.

You’ll find us in the heart of London at 111 Cannon Street, opposite the rail and underground station and just a 10 minute walk from St. Paul’s Cathedral. We’re open Monday to Friday, 9am to 5pm, excluding bank holidays.

Find out more about the Investor Centre

Important information: This information and Fidelity’s tools are 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.