An exclusive service for Fidelity customers with investible assets of £250,000 and above.
Ease of investingGet more from your money and make your life as an investor easier with a dedicated Relationship Manager.
Guiding your pathWe offer personal support as you need it, without charging you any extra for it.
Value for moneyExclusive member benefits including low service fee of just 0.2% on your investments.
You’ll also benefit from global market insights, expert viewpoints and account access any time, through our secure website and free Apps.
Helping you to grow your wealth - Let’s Talk How
We take time to understand your goals and ambitions before crafting a personal service around you.
Discover our Wealth service
To provide guidance on everything from investment strategies and account selection, to fund performance and portfolio administration. Call today to discuss what a Relationship Manager can do for you.
Just 0.2% (compared to Fidelity’s standard service fee of 0.35%). The service fee only applies to the first million you have invested with us. Please note that ongoing fund charges still apply.
Covering all your investments with us, your complimentary quarterly portfolio report analyses your holdings and shows how your funds are performing, ensuring you’re kept fully informed.
Over 2,500 funds from over 100 fund providers. Our investment expertise and fund selection Tools make it easy for you to choose funds, or you may prefer to do your own research.
Get started with our ‘Helping you invest’ tools
We organise a range of events and webinars exclusively for Wealth members, to give you the latest insights and perspectives from leading experts. Make sure you opt in to receive email updates to receive your invites.
Fidelity Wealth automatically extends all its benefits, including the reduced service fee, to everyone in your household who invests with Fidelity, even if they don’t meet our minimum investment level.
The value of investments can go down as well as up and you may not get back the amount you invest. Please note that Fidelity Wealth does not give advice or a personal recommendation. If you are unsure of the suitability of an investment you should contact an authorised financial adviser.