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Welcome to Fidelity Wealth

An exclusive service for Fidelity customers with investible assets of £250,000 and above.

A personal service crafted around you


Ease of investing

Get more from your money and make your life as an investor easier with a dedicated Relationship Manager.

Guiding your path

We offer personal support as you need it, without charging you any extra for it.

Value for money

Exclusive 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.
To talk how, give our team a call today on 0800 41 41 28.

Call us on 0800 222 456 for dealing, administration and website queries.

Call 0800 41 41 28

From 8am-6pm Monday to Friday
and 9am-5pm Saturday.

Or Request a call back

Discover our Wealth service
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Wealth member benefits

Your Personal Relationship Manager

Your Personal Relationship Manager

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.

Meet our dedicated team of Relationship Managers

Low service fee

Low service fee

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.

Check our fund fees and charges

Quarterly Portfolio Report

Quarterly Portfolio Report

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.

Take a look at a Quarterly Portfolio Review

Extensive range of funds

Extensive range of funds

Over 2,500 investment options 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

Exclusive invitation to the world of investments

Complimentary event invites

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.

See what’s coming up and catch up on our previous events

Your service – for you and your family

Your service – for you and your family

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.

Important information
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.