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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 Managercan’t give personal recommendations for any particular investment, so if you’d like this sort of help, please speak to one of Fidelity’s advisers, or an authorised financial adviser of your choice.
Enjoy your Wealth Management service benefits
As a Wealth Management customer we want you to benefit from everything our service has to offer to help you make the most of your money. From a dedicated relationship manager or financial adviser to access to exclusive events led by industry experts, here’s a reminder of the extra investment support and guidance that you can get from being a member.
Personal support
Your dedicated Relationship Manager or Financial Adviser can help you meet your investment goals. Your Wealth Management team is also on hand for any day-to-day account queries.
Meet the team
Advice that meets your needs
If you're not already taking financial advice we can introduce you to our paid-for personal financial advice service. Whether it’s for a one-off event or ongoing support, our advisers can help.
Personal financial advice
Exclusive benefits
Our extensive range of benefits includes exclusive events led by Fidelity experts and leading industry names and a regular portfolio review to keep you informed on all your investments.
Your benefits
Wealth Management service benefits
Help shape the life you want with your Wealth Management service. Read more about accessing the benefits.
The personal support you need
Our Wealth Management team will work with you to help you meet your investment goals. Our relationship managers 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 Fidelity 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 can help you with day-to-day queries and arrange meetings with your dedicated Relationship Manager.
If you’re already a Fidelity advice service customer, your Adviser will provide the personal support you need.
Sharing insights and keeping you up to date
The Wealth Management team will share useful perspectives from leading industry and subject matter experts. They’ll email you regularly with things they think will be of interest to you and round up the latest insights so you’re in the know about your investments.
They’ll also invite you to complimentary Wealth Management events. Whether it’s hosted in person or online, you’ll get the opportunity to hear expert views on investment opportunities and maximise your investment knowledge.
Please note that we can only share this information with you if you opt in to receive email marketing from us. You can do this by logging into your online account and updating your preferences.
Explore past events
Regular portfolio reports
Understanding your investments is easier when you’re in the know. As a Wealth Management customer you’ll have access to a portfolio report to keep you informed.
Each report covers all your investments, analyses your holdings and shows you how your funds are performing. If you’re a Fidelity advice service customer your report may have different information, depending on your holdings. You can discuss your portfolio with your Relationship Manager or Adviser, and the relationship team can support you with any questions you may have. If you’re a Wealth Management service customer of less than three months, your portfolio report may not be available yet.
How to access your report
If you’re using a desktop computer to access your account, you can create an up-to-date report under ‘Quick actions’ in your account summary by clicking on ‘Account holdings report’ - you may need to click the export button to get the full report. If you’re using the Fidelity mobile app, you’ll need to swipe your finger to the left from the homepage once you’ve logged in and click on ‘See account holdings report’. You’ll need to select a benchmark that’s appropriate to you for it to load.
View a portfolio report
Bite-sized guides
In addition to the support your Relationship Manager or Adviser can give you, we’ve created a range of guides to help improve your investment knowledge and understanding. They provide information on life events and themes that you may need extra support with. Take a look, and get in touch if there’s anything you’d like to discuss further on these topics.
Read the guides
Designed with you in mind
Wesupport your family too
All WealthManagementbenefits 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 Self-Invested Personal Pension (SIPP).
We will work with you to get a deeper understanding of your goals and current financial arrangements, so it might be useful to invite a member of your family to your investment reviews.
Reduced service fee
Our Wealth Managementservice is designed to help you get the most from Fidelity. In addition to the extra benefits, you getreduced service fees*. Ongoing fund charges still apply.
Fidelity 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.
We also hold a series ofregular, complimentary education seminars, designed to give you the information you need to help you reach your investment goals.
The Investor Centre is open Monday to Friday, 9am to 5pm, excluding bank holidays.
Find out more about the Investor Centre
Contact us
Your Relationship Manager or Financial Adviser can help you review your portfolio, discuss your retirementsavings plan and talk to you about the ways we can support you further at Fidelity.
Your Wealth Management relationship team and dedicated customer service experts are available to help you with any administrative, trading or online navigation queries. They can be reached directly on 0800 222 456.
Lines are open 8.30am to 5.30pm from Monday to Friday, and 9am to 12.30pm on Saturday. The only exception is if you need to place a brokerage trade over the phone. In which case we’re open from 8am on weekdays to take your call.
Exit fees terms and conditions
In order to request exit fees re-imbursem*nt you will be required to complete an exit fees re-imbursem*nt form which you can download byclicking here, or request over the phone by calling us on0333 300 3351.
Terms and conditions for re-imbursem*nt of exit fees
This offer does not apply to any investments linked to an Adviser / Intermediary or third party.
Fidelity will reimburse the exit/redemption fees charged to a customer by their former provider/s when they move their investments (minimum of £100) to Fidelity Personal Investing, up to a maximum amount of £500 per customer.
An exit fee is an administration charge which is imposed by the former provider and arises directly as a result of processing the transfer or re-registration of the customer’s investments to Fidelity. Fidelity will not reimburse the customer for any loss of investment returns, loss of interest, dealing charges, penalties for transferring investments before their maturity dates or any other charges associated with your transfer or re-registration.
Where a re-registration or transfer is not possible and the customer chooses to sell their investments held through another provider and subsequently make new investment/s (minimum £10,000) through Fidelity Personal Investing, Fidelity will cover any account closure fees charged by the customer’s former provider (excluding any dealing charges) of up to £500 per customer. Fidelity will not cover any bid-offer spreads or any capital gains tax liability arising as a result of these transactions.
Exit and account closure fees reimbursem*nt must be claimed within a 6 month period from date of transfer of the customer’s investments to Fidelity. Exit fees will be reimbursed for transfers and re-registrations and account closure fees will be reimbursed provided the conditions above are met. Products included: ISAs, Investment Accounts, EBS SIPP, Fidelity Personal Pension, Fidelity SIPP, Unit Trusts, OEICs, SICAVs, Exchange Traded Funds, Investment Trusts and Shares.
To qualify for the reimbursem*nt, the fees from the customer’s former provider must have been triggered as a direct result of the transfer or re-registration to Fidelity Personal Investing, or the closure of an account where the customer has subsequently (within 6 months) invested at least £10,000 through Fidelity Personal Investing. If the customer is transferring investments to more than one provider from their former provider at the same time, Fidelity will only reimburse the fees which are incurred as a result of direct transfer or re-registration to Fidelity. Other fees or charges unconnected with the transfer will not be reimbursed.
The completed Exit Fee Reimbursem*nt Form and documentary evidence of the charge will need to be provided in order for the exit fees to be reimbursed to the customer. To claim the reimbursem*nt of any account closure fees, documentary evidence of the closure fee levied will need to be provided to Fidelity, along with confirmation that a minimum of £10,000 has been invested with Fidelity within 6 months of incurring such closure fee.
The documentary evidence referred to above, must be either a copy of the charge confirmation letter from the former provider or a statement showing the charge being deducted.
Payment will be made to the customer by BACS when a bank mandate is held on the account. Alternatively, payment will be made by cheque.
Better together
If you have accounts with other providers, you may wish to consider bringing your investments together. Our process makes it easy to transfer investments. Plus, we’ll cover exit fees of up to £500. *T&Cs apply.
*Read exit fee T&Cs
Explore transferring investments
Meet the relationship team supporting our clients
Natalie Caine
Relationship Manager
Adam Dawe
Relationship Manager
Sameer Gurung
Relationship Manager
Christopher Goodwin
Relationship Manager
Benjamin Lane
Relationship Manager
Bhavi Alagaratnam
Relationship Executive
Sharon Slingsby
Relationship Manager
Sammer Nabi
Relationship Manager
Daniel Reed
Relationship Manager
Chris Walker
Relationship Executive
Nirosh Mahendran
Relationship Executive
Justin Bowden
Relationship Executive
Marianna Nezhivaya
Relationship Manager
Adam Webb
Relationship Executive
Give the team a call today on 0800 41 41 28
Please note that our telephone lines are open on reduced hours during the Covid-19 lockdown.
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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 circ*mstances 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.
