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Home Calculate estimated fees

Estimate my fees

Fees calculator

Estimate how much you could pay in service and dealing fees

Important information - The value of investments can go down as well as up, so you may get back less than you invest.

  • This fees calculator gives you an estimate of the annual service and dealing fees you’ll pay when investing with us. As this is not a ‘total fee’ calculator, you should not solely rely on it to assess the total charges you may pay.
  • If you invest in funds, this calculator does not include the fund charges which would be additional. Please note that fund charges can vary by platform.
  • The calculator considers the amount you enter below to be invested in full, with none held as cash in your account.
Read more about our fees and charges

Choose an account

For example unit trusts and OEICs

£

We don't charge you for buying, selling or switching funds

For example shares, ETFs and investment trusts

£

Charges apply

Important information - Tax treatment depends on individual circumstances and all tax rules may change in the future. You cannot normally access money in a SIPP until age 55 (57 from 2028). It's important to understand that pension transfers are a complex area and may not be suitable for everyone. Withdrawals from a Junior ISA will not be possible until the child reaches age 18. 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 one of Fidelity's advisers or an authorised financial adviser of your choice.

Why choose Fidelity?

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We always put our customers first, which has earned us the trust of our customers.

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Pricing that’s easy to understand, no initial charges and no additional fees to switch or exit.

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Invest in a few steps with 24/7 secure online access from your computer, tablet or phone.

We’re proud to have been recognised with the Boring Money Best For Investment Enthusiasts, Best For Customer Service and Vulnerable Customer Support awards.

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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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