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Fidelity Wealth

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 an authorised financial adviser.  

What is Fidelity Wealth?

Fidelity Wealth is a unique service designed for customers who have over £250,000 invested with us. Our Wealth service offers a range of exclusive benefits and access to guidance from a Relationship Manager. Call us today to find out more about the Fidelity Wealth service on 0800 41 41 28. Our phone line is open 9am to 4.30pm from Monday to Friday. We’re available from 9am to 2pm on Saturday too.

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Wealth Relationship Manager

Help to build your investment portfolio

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Exclusive events and industry insight

Build your investment knowledge with help from industry experts

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Quarterly portfolio review

To keep you informed on all your investments

Exclusive benefits to help shape the life you want

Read more about the benefits Fidelity Wealth offers and how they can help you make future investment decisions.

Access to a personal Relationship Manager

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, including referring you to Fidelity’s retirement service.

Your Relationship Manager is supported by a dedicated Wealth 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 dedicated Relationship Manager.

Meet our Relationship Managers
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Quarterly portfolio reports

Making investment decisions is easier when you’re in the know. With Fidelity Wealth, 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. And once a year, you can arrange to discuss your portfolio with your Relationship Manager.

View a quarterly portfolio report

Exclusive events with leading industry experts

As well as emailing useful perspectives from leading industry and subject-matter experts, we host complimentary Wealth 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’s Investment Director Tom Stevenson.

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Designed with you in mind

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

Low service fees 
Our Wealth 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.

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. Remember, you’ll need to have at least £250,000 invested in total 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 an authorised financial adviser.

The Fidelity Investor Centre

Our Investor Centre in Cannon Street is normally available for Fidelity Wealth members to meet us in person. 

However, following government guidance, we have decided to temporarily close it until further notice. 

The health and safety of our employees and customers is our utmost priority. Therefore, we will not accept walk-ins or hold customer meetings at this building. Furthermore, we are deferring all face-to-face events involving customers at this time.

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Get in touch

To find out more, call us on 0800 414 128  we’re available 9am to 4.30pm from Monday to Friday, and 9am to 2pm on Saturday. We can talk to you about the Wealth service and the ways we can support you further at Fidelity.

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

If you want to read more about Fidelity Wealth , you can download the brochure.

Download Wealth brochure