Fidelity Wealth

Welcome to Fidelity Wealth

An exclusive service for customers with investments over £250,000.

Fidelity Wealth offers a range of additional, exclusive benefits for customers with larger accounts, to help you grow your wealth.

You’ll have access to personal support when you need it with a dedicated Relationship Manager, a low service fee of just 0.2%, a quarterly portfolio report and more.

You’ll also benefit from global market insights, expert viewpoints and account access anytime through our secure website and free apps.

Contact our team today to discuss your options.

Call us on 0800 41 41 28.

Monday to Friday 8am - 6pm or Saturday 9am - 5pm.

Personal relationship manager

To provide guidance on everything from investment strategies and account selection, to fund performance and portfolio administration. Call today to discuss what a Relationship Manager can do for you.

Meet our Relationship Managers

A dedicated team

The personalised service we offer our customers is second to none. Meet the Relationship Managers who support our clients.

Tim Borthwick
Tim Borthwick
Head of Wealth
Relationship Management
 Chris Tancock
Chris Tancock
Relationship Manager
Chandni Gupta
Chandni Gupta
Relationship Manager
 Fraz Hussain
Fraz Hussain
Relationship Manager
Dominic Newman
Dominic Newman
Relationship Manager
 Kathryn McClintock
Kathryn McClintock
Relationship Manager
Benjamin Lane
Benjamin Lane
Relationship Manager
 Jessica Roberts
Jessica Roberts
Relationship Manager

Give our team a call today on 0800 41 41 28

From 8am-6pm Monday to Friday
and 9am-5pm Saturday.

Simple, low service fee

Just 0.2% (compared to Fidelity’s standard service fee of 0.35%). The service fee only applies to the first million you have invested with us. Please note that ongoing fund charges still apply.

Find out more about our fees and charges

Quarterly portfolio report

Covering all your investments with us, your complimentary quarterly portfolio report analyses your holdings and shows how your funds are performing, ensuring you’re kept fully informed.

View a sample

Extensive range of funds

Over 2,800 funds from over 100 fund providers. Our investment expertise and fund selection tools make it easy for you to choose funds, or you may prefer to do your own research.

Explore our funds

Complimentary event invites

We organise a range of events and webinars exclusively for Wealth members, to give you the latest insights and perspectives from leading experts. Make sure you opt in to our email updates to receive your invites.

Explore our events

Your service – for you and your family

Fidelity Wealth automatically extends all its benefits, including the reduced service fee, to everyone in your household who invests with Fidelity, even if they don’t meet our minimum investment level.

Contact us

Discover our Wealth service

The value of investments can go down as well as up, so you may not get back the amount you invest. Please note that Fidelity Wealth does not give advice or a personal recommendation. If you are unsure of the suitability of an investment you should contact an authorised financial adviser.

London Investor Centre

As a member of our Wealth Service, our London Investor Centre is available to you should you wish to meet with us face-to-face. Pop in any time or if you want to meet your Relationship Manager, give them a call to set up a meeting.

It’s right next door to our offices at Cannon Street, and is open Monday to Friday

8am - 6pm or Saturday 9am - 5pm.

Find out more