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Wealth Management

Important information - The value of investments can go down as well as up and you may get back less than you invest. Please note that your Relationship Manager can’t give personal recommendations for any particular investment, so if you’d like this sort of help, please speak to a Fidelity adviser, or an authorised financial adviser of your choice. 

Helping you meet your investment goals

We understand that your financial needs will almost certainly change over time. Fidelity’s Wealth Management service is specially designed for our customers who have over £250,000 invested with us and for users of our ongoing advice service (typically we help people with a minimum of £100,000 to invest). When you qualify as a Wealth Management customer you’ll get access to exclusive benefits, extra investment support and guidance to help you make the most of your wealth - now and in the future.

Planning for the future you want

It might be that you're saving for something specific. Or maybe you just want the financial freedom to make it up as you go along. As a Wealth Management customer we’ll take the time to understand your requirements and provide a service that gives you the support you need to grow your wealth.

Saving and investing - Put something away for life’s planned events, as well as the surprises. 
Saving for retirement - It’s never too late, or early, to start.
Optimising tax allowances - Make the most of your tax allowances with our tax-efficient accounts.
Investing for children - Save for what they need now and for their future.
Receiving an inheritance or passing on wealth - Take decisions you’ll feel comfortable with in the future.
Investing for an income - Explore potentially income-boosting investment options.
Taking an income at retirement - Investigate your income options and explore accessing your pension (if you’re 55 or over).

A service built around you

We recognise the challenges that come with larger, more complex portfolios. Your Wealth Management team will work with you to identify what products and services will meet your needs. And we’ll do it in a way that works best for you.

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The personal touch

Your dedicated Relationship Manager can review your portfolio and offer guidance on your investment strategies. Our Wealth Management team is also on hand for any day-to-day account queries.

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Advice that meets your needs

Whether you need financial advice for a one-off event or more complex advice with ongoing support, our paid-for advice service can provide a recommendation to meet your needs.

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Exclusive benefits

Our extensive range of benefits includes exclusive events led by Fidelity experts and leading industry names and a quarterly portfolio review to keep you informed on all your investments.

Read more about the benefits our Wealth Management service has to offer and how they can help you to make your future investment decisions.

Access to the personal support you need

Our personal Relationship Managers work with you to help you meet your investment goals. They can review your portfolio, discuss your retirement savings plan and offer guidance on your investment strategies. They can also talk to you about the ways we can support you further. If you want advice that's personalised to your needs, they can put you in touch with one of Fidelity's advisers.

Your Relationship Manager is supported by a dedicated Wealth Management relationship team and customer service experts who specialise in helping clients with larger portfolios. They’re able to help you with day-to-day queries and help you arrange a meeting with your Relationship Manager.

If you become a Fidelity advice service customer, your Adviser will provide the personal support you need.

Meet our Wealth Management team
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Exclusive events with leading industry experts

As well as emailing useful perspectives from leading industry and subject-matter experts, we host complimentary Wealth Management investor forums throughout the year. Whether the event is hosted in person or online, you get the opportunity to hear expert views on investment opportunities and maximise your investment knowledge.

Please note that we will only be able to share this information with you if you opt in to receive marketing communications from us.

Watch the video and see what happened at one of the events we held before the Covid pandemic, presented by Fidelity Investment Director Tom Stevenson.

Quarterly portfolio reports

Making investment decisions is easier when you’re in the know. With Fidelity Wealth Management, you’ll receive quarterly portfolio reports to keep you informed.

Each report covers all your investments, analyses your holdings and shows you how your funds are performing. We like to catch up with you once a year to discuss your portfolio.

View a quarterly portfolio report
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Designed with you in mind

We support your family too
All Wealth Management benefits are automatically extended to everyone in your household who invests with us, even if they don’t meet our minimum investment level or use Fidelity’s advice service. This includes your partner’s ISA and SIPP.

Low service fees 
Our Wealth Management service is designed to help you get the most from Fidelity. In addition to the extra benefits, you get reduced service fees*. Ongoing fund charges still apply.

*This does not apply to advised investments.

Personal financial advice

If you take ongoing personal financial advice with us you will qualify for Fidelity Wealth Management. Our advisers 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. 

If you want to find out more, call 0800 414 128 for a free, no-obligation call with a member of the Wealth Management team.

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How you can enjoy the perks

From transfers to personal pensions (SIPPs) and ISAs, here are some of the ways you can invest with us and qualify for Fidelity Wealth Management. Remember, you'll need to have at least £250,000 invested in total with us or use our ongoing advice service to access the benefits.

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Invest in an ISA or SIPP

Whether you’re saving for the future, have a specific investment goal, or you’re interested in taking advantage of your tax allowances, start saving with us today.

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Transfer pensions

If you’ve built up several pension pots, bringing them together into a SIPP could make them easier to manage.

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Transfer ISAs and investment accounts

Our process makes it easy to transfer investments from another provider. Plus, we’ll cover exit fees of up to £500. T&Cs apply*

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Already have an account with us?

Log in and check your accounts to find out how much more you need to qualify.

Important information: Tax treatment depends on individual circumstances and all tax rules may change in the future. You can't normally access money in a SIPP until age 55. It’s important to understand that pension transfers are a complex area and may not be suitable for everyone. This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to a Fidelity adviser, or an authorised financial adviser of your choice.

Fidelity's Investor Centre

Our Wealth Management customers can meet their relationship team at our Investor Centre in London opposite Cannon Street station.

To arrange a meeting call on 0800 222 456.

The Investor Centre is open Monday to Friday, 9am - 5pm.

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Get in touch

To find out more, call us on 0800 414 128. We're available 9am to 5.30pm from Monday to Friday, and 9am to 2pm on Saturday. We can talk to you about the Wealth Management service and the ways we can support you further at Fidelity.

Existing Wealth Management customers can speak to our dedicated Wealth Management customer service experts on    0800 222 456. They can help you make an appointment with your Relationship Manager or a member of the Wealth Management relationship team, and help you with any administrative, trading or online navigation queries.

If you are already working with a Fidelity adviser please contact them directly with any queries that you may have.