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Fidelity Wealth

A personal service designed for your needs

 

At Fidelity Wealth our aim is to help you get more from your money and make your life as an investor easier. We do this by giving you as much, or as little, personal support as you need, without charging you any extra for it. So, you’ll pay a reduced service fee of just 0.20% on your investments, with no further charges for our service. Ongoing fund charges also apply.

It might sound too good to be true, but there are two reasons we can do this. First, we don’t give advice, because we believe it's something you should only get when you need it. Second, we’re part of Fidelity International – one of the UK’s top fund management companies – and have access to their global insights and broad investment knowledge.

If you have more than £250,000 to invest, here’s how we can help you make the most of your money.

Ready to talk with our team? Call 0800 222 456 or request a call back.

The value of investments can go down as well as up and you may not get back the amount you invest. Please note, Fidelity Wealth does not give advice or a personal recomendation. If you are unsure of the suitability of an investment you should contact an authorised financial adviser.

 

Your personal Relationship Manager

 

Our service has a lot to offer and it all starts with your personal Relationship Manager. They are there to make sure you are getting exactly what you need from us.

If you want lots of support, your personal Relationship Manager will stay in regular contact to ensure you are kept informed about the latest developments. Alternatively, if you prefer to take the lead, they’ll simply be there whenever you have questions or need more information.

Either way, they can help with everything from investment strategies to portfolio administration. They’re only ever a phone call away and you can also meet them in person at one of our offices, including our London Investor Centre, close to St Paul’s Cathedral.

We also have a dedicated phone team, who can answer any questions you may have and help you join Fidelity Wealth. You can call them on 0800 222 456 and they are available from 8am to 6pm Monday to Friday, and from 9am to 5pm on Saturday.

Your personal Relationship Manager

A dedicated team

 

The personalised service we offer our customers is second to none.  Meet the Relationship Managers who support our clients.

Tim Pulham
Tim Pulham
Head of Wealth
Relationship Management
Sophie Glenister
Sophie Glenister
Relationship Manager
Chris Tancock
Chris Tancock
Relationship Manager
Fraz Hussain
Fraz Hussain
Relationship Manager

 

 

Holly Mitchell
Holly Mitchell
Relationship Manager
James Forbes
James Forbes
Relationship Manager
Philip Lenanton
Philip Lenanton
Relationship Manager
Thelis Moral-Abad
Thelis Moral-Abad
Relationship Manager

 

 

  William Lenanton
William Lenanton
Relationship Manager
Sally Sheen
Sally Sheen
Relationship Manager
Tim Borthwick
Tim Borthwick
Relationship Manager
 

 

Your portfolio at your fingertips

 

We know how important it is to have the latest information about your portfolio before you make investment decisions. That’s why we will post you a comprehensive report every three months.

This doesn’t just show how your funds are doing, it analyses them in detail, so you can see how they are managed. Many of our clients find this report particularly useful when they are discussing their portfolios with their Relationship Managers.

Your portfolio at your fingertips

 

Your invitation to the world of investments

 

As we’re part of Fidelity International, we have access to a broad range of investment companies. This enables us to give you the latest insights and analysis from a wide range of leading experts – not just from Fidelity, but from right across the market.

We host forums and presentations focusing on different aspects of investing. As a member of Fidelity Wealth, we hope to welcome you at these events in person. However we know that it may not be convenient for you, so you can also follow them live online or catch up later by watching the videos  on our website.

Your invitation to the world of investments

 

Your exclusive savings

 

Fidelity offers great value to all its investors, but it’s only members of the Wealth service who receive the very best rate. You’ll pay just 0.20% a year on your investments (compared to the standard service fee of 0.35%), with no extra costs or hidden charges. Ongoing fund charges also apply.

Your exclusive savings

 

Your service – for you and your family

 

We know that many of our members share investments with their families, which is why any Fidelity investors in your household automatically become part of Fidelity Wealth as well.

This means they benefit from the same low charges and the same great service.

Your service – for you and your family