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Fidelity Wealth

Fidelity Wealth is a range of free and exclusive benefits for customers with larger accounts.

Our Wealth service

  • Access to personal support when you need it with a dedicated relationship team.
  • A lower service fee of just 0.2% (compared to Fidelity’s standard service fee of 0.35%).
  • A quarterly portfolio report.
  • If you need help, your relationship manager can give you guidance to build your investment portfolio. Choose from more than 3,500 funds from over 100 fund providers, and shares from the FTSE 100, FTSE 250, FTSE All-Share and FTSE AIM 100.
  • 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 team, give them a call to set up a meeting.
  • To help maximise your investment knowledge and understanding, we organise a range of exclusive seminars and events that give you the latest insights and perspectives from leading experts.

If the value of your investments takes the total you invest with us to more than £250,000, you’ll automatically qualify for our Fidelity Wealth service benefits.

If you’ve built up a number of pension pots over the course of your working life, or have ISAs or investment accounts with multiple companies, bringing them together with Fidelity could help you to qualify for our Wealth Service. This could also make them easier to manage and would bring them together under one low service fee of 0.20%.

Contact us today on 0800 41 41 28 to discuss your options.

Our phone line is open Monday to Friday 8am - 6pm, and on Saturdays 9am - 6pm.

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.

Exclusive benefits

Simple, low service fee

Just 0.2% (compared to our standard service fee of 0.35%) and only applicable to the first million invested with us. Ongoing fund charges still apply.

More about fees and charges

Complimentary event invites

Our experts organise a range of events and webinars exclusively for Wealth members. To get your invite, make sure you opt in to our emails.

Explore our events

Personal relationship team

Provides guidance on everything from investment strategy to fund performance and portfolio administration. Call now to discuss how they can help you.

Meet the team

Quarterly portfolio report

To ensure you’re kept fully informed, this report covers all your investments, analyses your holdings and shows you how your funds are performing.

View a sample portfolio report

Your service – for you and your family

All Fidelity Wealth benefits are extended to everyone in your household who invests with us, even if they don’t meet our minimum investment level.

Contact us

Discover our Wealth service

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 team, 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, 9am - 5pm.

Read more about the investor centre
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Meet the relationship team supporting our clients

Kathryn McClintock

Relationship manager

Chris Tancock

Relationship executive

Dominic Newman

Relationship manager

Christopher Goodwin

Relationship executive

Benjamin Lane

Relationship manager

Chandni Gupta

Relationship executive

Sharon Slingsby

Relationship manager

Jessica Roberts

Relationship executive

Daniel Reed

Relationship manager

Christopher Walker

Relationship executive

Give the team a call today on 0800 41 41 28
From 8am - 6pm Monday to Friday and 9am - 5pm Saturday.

It helps if you have know-how and experience. To help maximise your investment knowledge and understanding, we organise a range of exclusive seminars and events that give you the latest insights and perspectives from leading experts.

Latest events

Fidelity Wealth Investor Forum - November 2018

Tom Stevenson and Maike Currie join leading fund providers as they share their insights on investing for growth, income and capital preservation.

London Investor Show 2018

Achieving your investment goals is tough in 2018. Tom Stevenson shares his views on the three pillars of investing - growth, income and capital preservation.

London Investor Show 2018

The days when retirement was simpler and more certain are long gone. Charlie Nicol explains why taking advice at retirement is money well spent.

Fidelity Wealth Investor Forum - April 2018

Tom Stevenson goes globe-trotting ‘Around the world in eight investments’ looking for the best returns, and leading fund managers throw a spotlight on two of the eight investments.

Master Investor Show - March 2018

Alex Denny, Head of Investment Trusts, discusses the relevance investment trusts have to investors in today’s world of innovative tech startups and disruptive business models, and how they’ve kept up with the changing times.

Master Investor Show - March 2018

Charlie Nicol, Fidelity Retirement Specialist, delves into the current landscape and discusses what you should be thinking about in the run-up to retirement, and how you could make the most of your hard-earned cash.

Master Investor Show - March 2018

Following a year of positive markets and low volatility, 2018 could provide a bumpier but still rewarding ride. Tom Stevenson highlights the key themes that he expects to drive investment returns this year.

Fidelity Wealth Investor Forum - February 2018

Tom Stevenson and other leading fund providers share their insights on investment opportunities in a changing world. Plus Charlie Nicol navigates the complexities of Lifetime Allowance.

London Investor Show - October 2017

Tom Stevenson casts an experienced eye over the global economy and markets to help investors achieve their financial goals, and analyses seven ways to turn uncertainty into opportunity.

London Investor Show - October 2017

Fidelity’s Head of Pensions Policy, Richard Parkin, gets to grips with retirement and looks at how to avoid common mistakes and build a retirement plan that’s right for you.

Fidelity Wealth Investor Forum - October 2017

Tom Stevenson explores the major investment themes for 2018. Charlie Nicol gets to grips with retirement, and Jeremy Podger, Portfolio Manager, Fidelity Global Special Situations, looks at areas of the market he’s finding attractive.

Fidelity Wealth Investor Forum – January 2017

In this Investor Forum Tom Stevenson, Investment Director, gave his outlook for the year ahead. He discussed the key themes he expects to see this year and recommended funds you could consider to benefit from.

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.