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Register to meet a Fidelity Wealth Relationship Manager

Important information - 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.

Thank you for your interest in attending a meeting with a Relationship Manager from the Fidelity Wealth service. Each one-hour meeting will provide guidance on everything from building a portfolio to meet your goals, to investment strategies, planning for retirement, and tax efficient investment products. It will be tailored for you, depending on your needs.

Relationship Managers can provide guidance but can’t offer advice on retirement planning or investments. If this is something you are interested in, please contact us and we will refer you to the right service at Fidelity.

Come and meet us in a location near you

Meetings are being held across the country in the following locations:

Tower Court, York Thursday 17 October 2019
Macdonald Bear Hotel, Oxfordshire Thursday 24 October 2019
Hogarths Hotel Solihull, Birmingham Tuesday 29 October 2019
Aztec Hotel & Spa, Bristol Wednesday 30 October 2019

To register, simply complete the form below. Please choose your location and indicate whether you would prefer a morning or afternoon appointment. If you are amongst the first to apply for one of these complimentary Relationship Manager meetings, we will contact you to confirm the venue and meeting time within a few days.

Please note that we will use your details to contact you after you have registered to confirm your preferred location and arrange a suitable meeting time. We will also use your email address to send you further details about your meeting.

For further information please see our privacy statement.