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Personal financial advice

If you’re looking for that next level of support, our financial advisory service can help.

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. Tax treatment depends on individual circumstances and all tax rules may change in the future.

Are you financially ready for life's twists and turns?

Life happens. Both the good and the bad. The planned and the unexpected. If you want to make the most of your money, our financial advisers can help. So, if you're someone who needs help with investing or has complex finances to juggle, they'll help you make better sense of it all - freeing you up to enjoy life, with one less thing to think about.

Building wealth

'How can I manage my investments better? For myself? For my children? For my retirement?'

Retirement

'I've worked hard to build up my pension pot and now my retirement's not far off. I'm wondering what are my income options?'

Bereavement

'My partner passed away. I feel a bit lost when it comes to my finances. Where do I start?'

Divorce

'I've recently divorced. I need to think about my future and put my savings to better use. What should I be thinking about?'

Passing on wealth

'I'm thinking about the future. How can I best provide for my loved ones when I'm gone?'

Receiving a lump sum

'I’ve received an inheritance and want to invest it. What should I do with it?'

Why not see if advice is right for you? At this stage, it's just a chat. There's no commitment (and it's free), so you've nothing to lose. Call us on 0800 222 550 or request a call back.

How our financial advisers can help

They'll listen. They'll understand your needs. And they'll make the complex seem simple with a personal recommendation that takes your financial and life goals into account.

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Financial advice personalised to your needs

Our advisers will spend time getting to know you, before coming up with a financial solution. We can advise on a range of investment options, all backed by Fidelity's expertise in investing.

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Meet the team

Your Adviser will be with you every step of the way, listening to your life plans. It's this level of understanding that allows them to provide a recommendation that's truly in line with your needs.

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Specialist advisers for retirement

This is a highly complex area. Your Adviser will draw on specialist pension transfer and planning expertise as and when you need it.

Steps to taking advice

There's no need to rush into anything. We take everything in stages to make sure you're comfortable with what happens next.

1. Free initial discussion

It’s free. You don’t need to commit to anything at this stage. It's just an informal chat to see if you'll benefit from advice. What have you got to lose? Call us on 0800 222 550.

2. Getting to know you

If you feel advice and the fees are right for you, we'll take a deeper look at your circumstances and goals. Our advisers will then keep in touch while carrying out research and analysis.

3. Discuss recommendations

Our advisers will discuss your personal report and recommendations with you. Once you're happy, we’ll put the recommendations in place for you.

What you can expect

Our advice service is designed for people looking to invest a minimum of £100,000 for the long-term.

Here's a brief summary of our services. For full details, please refer to our Terms of Business

During your initial meeting with your Adviser they’ll help you decide if you need advice for an immediate financial need or ongoing advice. With ongoing advice your Adviser will meet with you annually (or when required by you) to re-visit your objectives and circumstances and review your investment strategy if needed. Ongoing advice customers also automatically qualify for Wealth Management benefits.

Our advice
Fidelity investment expertise

Clear and simple pricing

First, there's the free, no-obligation meeting to find out if you could benefit from our advice service. We then make sure that you understand the fees that apply to you, so you always know what to expect.

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Get in touch

If you're ready to see how a financial adviser can help you make the most of your money, why not give us a call? The first discussion is free and simply to see if advice is right for you.

Call us on 0800 222 550 or request a call back from a member of the team at a time that suits you. Our phone lines are open from 9am to 5.30pm from Monday to Friday and 9am to 2pm on Saturday (except during the holiday seasons).

Request a call back

For Wealth Management 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.

Financial advice FAQs

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Can your financial advisers provide advice on investments and pensions?
Will Fidelity manage my financial investments after I've been given advice?

What if advice isn't right for me now?

Our advice service is designed for people looking to invest for the long-term with a minimum of £100,000 to invest. If that's not the case for you, there are plenty of other ways to invest in a tax-efficient way with Fidelity - including our award-winning ISA and SIPP.

Find an account

Answer a few simple questions to discover which account is right for you.

Choose investments

With thousands of funds, shares, exchange-traded funds and investment trusts on offer, we can give you some options to get you started.

Fidelity’s advice service is provided by FIL Wealth Management Limited, authorised and regulated by the Financial Conduct Authority (Financial Services Register number 06121251). Fidelity Wealth Management is a trading style of FIL Wealth Management Limited.