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Wealth Management

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 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.

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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.

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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.

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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.

Wealth Management service benefits

Help shape the life you want with your Wealth Management service. Read more about accessing the benefits.

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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

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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
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Designed with you in mind

We support your family too
All Wealth Management 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 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 Management 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.

*This does not apply to advised investments.

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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 of regular, 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
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Contact us

Your Relationship Manager or Financial Adviser can help you review your portfolio, discuss your retirement savings 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. 

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.