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Personal financial advice

Important information - please remember that the value of investments, and the income from them, can go down as well as up, so you may get back less than you invest.

Provided by Fidelity’s advisers, personalised to your needs

We appreciate that your financial situation and needs are unique. You might want advice for a one-off event; or, you might need more complex advice with ongoing support. Our advisers can provide a personal financial strategy that draws on a range of investments and accounts tailored for you.

We can advise you on a range of financial matters, whether you’re planning for your retirement, saving and investing, looking into later life income options or protecting your wealth and exploring how to pass it on to your loved ones. Perhaps you’re reviewing your current arrangements to consider if they’re working for you, or maybe you’re wondering if you should consolidate your existing pension schemes into one.

Whether you’re clear about your financial goals, or need a little steer, the starting point is the same… a conversation. To talk about your options and for a free, no obligation discussion about your advice needs, call us on 0800 222 550. Alternatively, simply request a call back from a member of the team.

Why choose Fidelity advice?

Flexible and easy

We can offer one-off advice or support for as long as you need it. If you decide to take us up on our advice recommendation, we’ll see it through and make the process as smooth as possible.

Clear and simple pricing

We believe in providing great value for money. Your adviser will talk through the charges based on the level of advice you need. You can find examples of our advice fees and charges below.

Investing experience

Our focus is on our customers' investment needs. We understand that you may need support to help make the best decisions for your financial situation and have the experience that you can trust.

How we make advice work for you

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You talk, we listen

In a no-obligation meeting we’ll listen to your needs, explain our advice services and costs and you can then decide whether to go to the next step.

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Getting to know you

If you proceed, we’ll explore your current financial arrangements and what you want out of life (so you may want to bring someone from your family along) and make a recommendation that works for you.

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Personal advice

Our advisers will keep in touch while carrying out research and analysis before discussing your personal report and recommendations. Once you’re happy, we’ll put the recommendations in place for you.

For many, these are the initial steps in a journey that can span a lifetime. We can review your situation annually to check it’s still right for you. Along the way, we’ll help keep you on track and informed, reviewing and recommending any updates that may be needed to take into account life changes.

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We aim to build better financial futures

Fidelity is a privately owned, leading international financial services company and we’ve been delivering world-class investment solutions for over 50 years, to institutions, individuals, and their advisers.

Read more about us

Pension Transfer Gold Standard

If you’re in need of retirement support, we can help. We adopt the voluntary Gold Standard of good practice when advising on safeguarded or defined benefit pension transfers (pensions with guarantees). Nine principles underpin the Standard and are designed to be a framework for firms to deliver good quality advice.

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Get in touch

If you're interested in finding out more, we can discuss your advice needs over the phone, in person, or face-to-face by video conference, depending which is most appropriate at the time. Contact us on 0800 222 550 for a free, no-obligation call. Our phone line is open 9am to 4.30pm from Monday to Friday. We’re available from 9am to 2pm on Saturday too. Alternatively, you can request a call back from us by filling in the form below. 

For Wealth customers who want to talk about advice, contact your Relationship Manager or call the Wealth team on 0800 222 456 to discuss your options in more detail.

Fidelity’s advice service is provided by FIL Retirement Services Limited, authorised and regulated by the Financial Conduct Authority (Financial Services Register number 464968). Fidelity Wealth Management is a trading style of FIL Retirement Services Limited.