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Guidance & tools

Take advantage of our wealth of experience with our range of guidance pages and helpful tools to help plan your investments.

Retirement planning calculators

Our calculators can help you to look more closely at various aspects of your retirement, from planning your goals and your savings to working out your withdrawals.

Browse our retirement calculators

Investing basics

If you’re looking to get started, then you can browse through our investing videos, review more principles for good investing, explore investment types or take a deeper look into some of our guides that explain what investing is all about.

Explore investment basics

Principles for good investing

We’ve developed a set of four fundamental principles to help make good investing easier for everyone. Whether you’re just getting started or are well on your way, these key investment ideas can help lay the groundwork.

Read our four investment principles

Investment guides & videos

Our experts have produced a wide range of useful and informative guides and videos to help you make the most of your investments.

Browse our guides and videos

Choose an account

Find an account that meets your needs by answering a few simple questions.

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Ready to invest?

If you’re new to investing, these key financial planning questions can help you decide if you’re ready to get started.

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Chart and compare

Find and visually compare investments based on past performance, but remember that past performance is not a reliable indicator to future returns.

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These guidance tools are not a personal recommendation in respect of a particular investment. If you need additional help, please speak to a financial adviser. You should regularly reassess the suitability of your investments to ensure they continue to meet your attitude to risk and investment goals.

Fidelity Personal Investing does not give advice based on personal circumstances, so you are responsible for deciding whether an investment is suitable for you. In doing so, please remember that past performance is not necessarily a guide to future performance, the performance of funds is not guaranteed and the value of your investments can go down as well as up, so you may get back less than you invest. When investments have particular tax features, these will depend on your personal circumstances and tax rules may change in the future. Before investing into a fund, please read the relevant key information document and ‘Doing Business with Fidelity’, a document that incorporates our Client Terms. If you are investing via the Fidelity SIPP and have not yet received a letter from us confirming you have moved to our new system, you should read the Fidelity SIPP Key Features Document incorporating the Fidelity SIPP Terms and Conditions. You should regularly review your investment objectives and choices and if you are unsure whether an investment is suitable for you, you should contact an authorised financial adviser.

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