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Guidance for your journey

Most people know Fidelity as an investment company. We’re happy with that – after all, it is what we do for a living. But it’s not the thing that matters most to us. Our main aim is to help you integrate the financial with the rest of your life.

Your priorities, our support
What makes us different?

Life events

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Finances for married life

You’re back home after the honeymoon and ready for a life together. Here’s what to think about so you can make the most of it.

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Preparing for children

Having a child is amazing, fulfilling – and challenging. We have some ideas to help you prepare your finances for the biggest (and best) change in your life.

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Planning for your child’s university

University can help your children achieve their dreams, but it may come with a significant cost attached. We look at some of the ways you can prepare for the opportunity.

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Thinking about divorce

It’s not easy when a relationship falls apart but making the right decisions about a divorce can help you get to the other side. Here are some things to think about.

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When your children move out

Life can change a lot when your children move out. We explore the opportunities and the challenges.

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Moving into retirement

Retirement can be a gradual change or a sudden shift. The important thing is to make sure you know what lifestyle you want and that you can afford it. We can help you get ready for it.

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Getting a new job

Changing your job can change your life for the better, as long as it’s the right decision for your situation. We have some ideas to help you assess the opportunities.

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Setting up a business

Working for yourself can be an amazing opportunity to spend your time doing what you want. But it can mean new challenges as well. Here are some ideas to help.

Find out more

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, or are opening a new SIPP today you should read the Fidelity SIPP Key Features Document incorporating the Fidelity SIPP Terms and Conditions. Alternatively, if you open a new SIPP account after 28th February 2019 and are under 53 years old, or if you have already received a letter from us confirming you have been moved to our new system, you should read the Doing Business with Fidelity document incorporating our Client Terms. 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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