Why invest with us

We’re here to help you make sense of the complex financial world. But why should you choose us over the competition? Well, we think these are some pretty good reasons.

 

Over 45 years' experience

1973 street

We’ve seen it all

It has been more than 45 years* since we were founded. We’ve seen many market cycles – bull and bear, boom and bust. We have stayed the course through different investment environments regardless of market performance.

The needs of our clients have always steered our decisions, which is why we’ve stuck to our core activity of investing. We are not a bank, and we don’t do insurance. We are purely and simply investors. We believe this is what allows us to excel – and, even more importantly, to repay the trust placed in us by more than 1.1m people in the UK.

People parade

Living up to the trust placed in us

Over 273,000 people invest with us directly, 435,000 through their financial adviser, and another 480,000 through their employer pension plans (as of December 2016). In total, we look after £106 billion for over 1.2 million people across the UK, and worldwide this figure is £226.2 billion**.

Easy, clear and simple

Woman holding phone

Start investing in just a few steps

Our do-it-yourself online services give you 24/7 access to our investment guidance, handy tools, and range of accounts from your computer, tablet or phone. Transfer your existing investments to us, or open a new account online and begin investing in just a few easy steps.

Reading glasses

Up-front and transparent

Our pricing has no hidden charges or fees, so you know exactly what you pay for and when you pay it.

Our statements are clear and easy to understand so you don’t have to waste time trying to figure it out. And when you log in online, your transaction history will help you find and understand our service fee and any charges.

Lifebuoy

Get help easily

When you need information, support or guidance, just call our UK call centre. We’re available from 8am to 6pm Monday to Friday, and 9am to 6pm on Saturday, with no charge for calling us on our freephone number.

We don’t give advice or personal recommendations, so if you need advice we recommend you speak to a financial adviser. But here’s what we can provide:

  • Help choosing your investments, with a range of tools including PathFinder, The Select List and Fund Supermarket.
  • Help at retirement from our specialist retirement team who can provide you with guidance and/or advice when you need it.
  • Help keeping abreast of the investing environment from our Markets and Insights team.

Award winning

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You can take the word of independent experts

Investing is what we do, and so naturally we focus on using our investment expertise to help you make the right choice. We believe this is why we consistently win so many awards.

And you can be confident we have award-winning investment expertise, having won reams of UK awards recognising the consistently strong achievements of our investment and client service teams.

Secure

Laptop and debit card

We see good security as an important part of building your trust

We understand the importance of keeping your personal information and your accounts secure. We use proven, industry-recognised security tools and processes to achieve this. Find out more about how Fidelity protects you and what you can do to protect yourself online.

How we run our business

We train many of our fund managers through our rigorous Portfolio Manager Academy programme. New portfolio managers initially manage pilot funds to test their ideas with our own money first. To our clients we offer tried and tested funds as a matter of principle.

Our portfolio managers are compensated on their long-term performance so that client and manager time horizons and interests are aligned. The same is true for our management, whose shareholdings are for the duration of their careers with the company.

Remember, 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.

* Fidelity International was established in 1969

** Assets under administration are those of Fidelity's UK platform which includes all Fidelity's retail fund assets, retail assets held on FundsNetwork and retail and institutional assets held on the Fidelity DC Investment Platform.

All information is accurate as at 31 December 2016 unless stated otherwise.