Skip Header

Financial planning

How to make the most of your personal finances.

Investors should note that the views expressed may no longer be current and may have already been acted upon.

The value of investments can go down as well as up so you may get back less than you invest. This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser.

Meet our authors

Emma-Lou Montgomery

3 ISA resolutions to make 2020 a year to remember

Small steps that will make a big difference in 2020

Emma-Lou Montgomery

Emma-Lou Montgomery Fidelity Personal Investing - 08 Jan 2020

Tom Stevenson

Achieving your goals

Investing is the means to an end, not the end itself

Tom Stevenson

Tom Stevenson Investment Director - 20 Dec 2019

Emma-Lou Montgomery

Balancing risk and reward

It’s a balancing act that can pay dividends

Emma-Lou Montgomery

Emma-Lou Montgomery Fidelity Personal Investing - 19 Dec 2019

Daniel Lane

Decisions, decisions: why we need help

How we can make better choices

Daniel Lane

Daniel Lane Fidelity Personal Investing - 11 Dec 2019

Tom Stevenson

Life moments: preparing for change

How to stack the odds in your favour

Tom Stevenson

Tom Stevenson Investment Director - 04 Dec 2019

Ed Monk

Getting started: why the best time to invest is today

Small steps in the right direction can lead to amazing results in time

Ed Monk

Ed Monk Fidelity Personal Investing - 19 Nov 2019

Emma-Lou Montgomery

Fidelity makes investing in shares in your ISA as simple as 1,2,3

Fidelity’s Emma-Lou Montgomery takes you through the process of adding individual stocks and shares to your ISA portfolio this year

Emma-Lou Montgomery

Emma-Lou Montgomery Fidelity Personal Investing - 18 Sep 2019

Emma-Lou Montgomery

How to pay for your child’s education

Tips to make paying school and tuition fees child’s play

Emma-Lou Montgomery

Emma-Lou Montgomery Fidelity Personal Investing - 11 Sep 2019

Emma-Lou Montgomery

Back to school – one lesson they won’t teach in class

Teach your kids the basics of investing with a Junior ISA

Emma-Lou Montgomery

Emma-Lou Montgomery Fidelity Personal Investing - 03 Sep 2019

Emma-Lou Montgomery

How to pay your child’s way through university

Debt is now as much a part of student life as fresher’s week and essay deadlines, here’s how to prepare financially

Emma-Lou Montgomery

Emma-Lou Montgomery Fidelity Personal Investing - 15 Aug 2019

Emma-Lou Montgomery

Five conversations to have before you get hitched

It may not be romantic but you need to talk about money

Emma-Lou Montgomery

Emma-Lou Montgomery Fidelity Personal Investing - 15 Aug 2019

Emma-Lou Montgomery

Your ISA questions answered

Fidelity’s Emma-Lou Montgomery answers all your ISA questions

Emma-Lou Montgomery

Emma-Lou Montgomery Fidelity Personal Investing - 09 Aug 2019

Emma-Lou Montgomery
Emma-Lou Montgomery

Emma-Lou Montgomery Fidelity Personal Investing - 06 Aug 2019

Daniel Lane

ISA: How, not how much

Why ISAs make sense

Daniel Lane

Daniel Lane Fidelity Personal Investing - 31 Jul 2019

Ed Monk

Which gifts to family are caught by Inheritance Tax?

The rules allow you to give money away in some instances

Ed Monk

Ed Monk Fidelity Personal Investing - 16 Jul 2019

Emma-Lou Montgomery

Five ISA myths - busted

Investors may not be sure on what you can do within a Stocks and Shares ISA. See our five myths we've busted.

Emma-Lou Montgomery

Emma-Lou Montgomery Fidelity Personal Investing - 09 Jul 2019

Emma-Lou Montgomery

20 years of ISAs - how regular savings have reaped rewards

The ISA has evolved in many ways over the past two decades

Emma-Lou Montgomery

Emma-Lou Montgomery Fidelity Personal Investing - 20 Jun 2019

Emma-Lou Montgomery

Five new tax year resolutions to start today

A new tax year has started, here’s how to turn 2019/20 into a great year

Emma-Lou Montgomery

Emma-Lou Montgomery Fidelity Personal Investing - 12 Apr 2019

Tom Stevenson

Five investment lessons we wish we’d known earlier

As they say, hindsight is a wonderful thing

Tom Stevenson

Tom Stevenson Investment Director - 20 Mar 2019

Ed Monk

What will be your safety net?

What’s your plan if life throws something nasty your way?

Ed Monk

Ed Monk Fidelity Personal Investing - 18 Mar 2019

Emma-Lou Montgomery

Give your ISA a £2,500 boost - without spending a penny

You can boost your savings simply by cutting back on everyday things

Emma-Lou Montgomery

Emma-Lou Montgomery Fidelity Personal Investing - 15 Mar 2019

Tom Stevenson

Six reasons for investors to keep calm and carry on

Why it pays to look through short-term market noise

Tom Stevenson

Tom Stevenson Investment Director - 14 Mar 2019

Emma-Lou Montgomery

Are you financially compatible?

Opposites may attract, but differing views about money can lead to conflict

Emma-Lou Montgomery

Emma-Lou Montgomery Fidelity Personal Investing - 14 Feb 2019

Show Results

The objective of this section is to present users with objective news, information, data and guidance on personal finance topics drawn from a diverse collection of sources including affiliated and non-affiliated financial services publications. Content is not intended to provide tax, legal, insurance or investment advice and should not be construed as an offer to sell, a solicitation of an offer to buy, or a recommendation for any security or investment by any Fidelity entity or any third-party.