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Meet your Wealth Management team

Depending on which Wealth Management service you use, you'll be assigned either a Relationship Manager or Adviser to give you the personal support you need to reach your saving and investing goals and objectives. If you need advice about complex pension matters you'll be introduced to one of our retirement specialists.

The personal support you need

Relationship managers

If you have a larger portfolio with non-advised assets of over £250,000, our team of relationship managers will support and guide you so that you can make your own, well-informed decisions.

Meet the relationship managers

Advisers

If you're looking for a personal recommendation, our financial advisers can provide an investment strategy that draws on a range of investments and accounts.

Meet the advisers

What type of help do you need?

Relationship managers

Make your own investment decisions with our support. A relationship manager can:

  • Give you guidance on building a portfolio to meet your goals
  • Support your retirement planning
  • Run through your complimentary quarterly portfolio report (view an example)
  • Share insights and perspectives from Fidelity’s experts
  • Tell you about upcoming events and seminars that may interest you 
  • Introduce you to our team of financial advisers who can help with more complex investment needs
  • Help you maximise the benefits of Fidelity’s Wealth Management service

Find out more about Fidelity’s Wealth Management service

Advisers

Let an adviser shape your investment decisions with personal advice. Our advisers can:

  • Provide you with an investment strategy to help you achieve your goals
  • Tell you how you can make the most of your tax allowances
  • Advise on how you should invest - whether you're looking to invest a lump sum or make regular payments
  • Help you save for the future - planned events, life's surprises and your ideal retirement
  • Talk to you about investing for children and how you can pass on your wealth
  • Introduce you to our team of retirement specialists if you need complex pension advice including transfers, lump sum allowance, and accessing your pension when you reach 55 (57 from 2028)
  • Help you maximise the benefits of Fidelity's Wealth Management service

Find out more about Fidelity’s advice service

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Please remember that past performance is not necessarily a guide to future performance, the performance of investments is not guaranteed, and the value of your investments can go down as well as up, so you may get back less than you invest. When investments have particular tax features, these will depend on your personal circumstances and tax rules may change in the future. This website does not contain any personal recommendations for a particular course of action, service or product. You should regularly review your investment objectives and choices and, if you are unsure whether an investment is suitable for you, you should contact an authorised financial adviser. Before opening an account, please read the ‘Doing Business with Fidelity’ document which incorporates our client terms. Prior to investing into a fund, please read the relevant key information document which contains important information about the fund.

This website is issued by Financial Administration Services Limited, which is authorised and regulated by the Financial Conduct Authority (FCA) (FCA Register number 122169) and registered in England and Wales under company number 1629709 whose registered address is Beech Gate, Millfield Lane, Lower Kingswood, Tadworth, Surrey, KT20 6RP.

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