Fidelity guidance service

Whatever your level of knowledge or experience, and however far you are along your investment journey, we believe our guidance services could help you achieve better investment outcomes.

They cover everything from the basics, such as help with choosing funds and accounts, – to staying informed about what’s going on in the investment world. These services are backed by the full breadth of Fidelity’s experience and expertise, and benefit from our understanding of what people need from their investments. We’re not here to tell you what to do. We’re here to guide you every step of the way.

Please note, if you do choose to make your own decisions, you must regularly reassess the suitability of your investments to ensure they continue to meet your attitude to risk, your investment goals and the number of years you are investing for. Fidelity Personal Investing does not give advice based on individual circumstances, so if you’re not comfortable doing this or are unsure of the suitability of an investment, you should speak to an authorised financial adviser.

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Account selector
  • Account selector

    Not sure how to make the most of your investments? Our account selection tool is designed to help you understand the accounts we offer, so you can make the best decision for you. It looks at a range of factors, such as when you may need your money and what you’re saving for.

    Go to Account selector

Important information: The value of investments can go down as well as up and you may get back less than you invested. PathFinder is not a recommendation or advice in respect of a particular investment. Risk is only one aspect of investing. The Select 50 and How People Invest are for general interest and guidance purposes only. They are not advice or a recommendation to buy a fund or product, nor are they advice or a recommendation to hold or sell a fund or product. You must ensure that any fund you choose to invest in is suitable for your own personal circumstances. The value of tax savings and eligibility to invest in an ISA, Junior ISA or pension will depend on individual circumstances and all tax rules may change in the future. With a Junior ISA, the investment is locked away until the child reaches 18 years old. With pension products, you will not be able to withdraw money until you reach the age of 55.