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Fidelity Wealth

Fidelity Wealth is a range of free and exclusive benefits for customers with larger accounts.

Our Wealth service

  • Access to personal support when you need it with a dedicated relationship team.
  • A lower service fee of just 0.2% (compared to Fidelity’s standard service fee of 0.35%).
  • A quarterly portfolio report.
  • If you need help, your relationship manager can give you guidance to build your investment portfolio. Choose from more than 3,500 funds from over 100 fund providers, and shares from the FTSE 100, FTSE 250, FTSE All-Share and FTSE AIM 100.
  • To help maximise your investment knowledge and understanding, we organise a range of exclusive seminars and events that give you the latest insights and perspectives from leading experts.

If the value of your investments takes the total you invest with us to more than £250,000, you’ll automatically qualify for our Fidelity Wealth service benefits.

If you’ve built up a number of pension pots over the course of your working life, or have ISAs or investment accounts with multiple companies, bringing them together with Fidelity could help you to qualify for our Wealth Service. This could also make them easier to manage and would bring them together under one low service fee of 0.20%.

Contact us today on 0800 41 41 28 to discuss your options.

Our phone line is open Monday to Friday 8am - 6pm, and on Saturdays 9am - 2pm.

The value of investments can go down as well as up, so you may not get back the amount you invest. Please note that Fidelity Wealth does not give advice or a personal recommendation. If you are unsure of the suitability of an investment you should contact an authorised financial adviser.

Exclusive benefits

Simple, low service fee

Just 0.2% (compared to our standard service fee of 0.35%) and only applicable to the first million invested with us. Ongoing fund charges still apply.

More about fees and charges

Complimentary event invites

Our experts organise a range of events and webinars exclusively for Wealth members. To get your invite, make sure you opt in to our emails.

Explore our events

Personal relationship team

Provides guidance on everything from investment strategy to fund performance and portfolio administration. Call now to discuss how they can help you.

Meet the team

Quarterly portfolio report

To ensure you’re kept fully informed, this report covers all your investments, analyses your holdings and shows you how your funds are performing.

View a sample portfolio report

Your service – for you and your family

All Fidelity Wealth benefits are extended to everyone in your household who invests with us, even if they don’t meet our minimum investment level.

Contact us

Discover our Wealth service

Everything you need to know about the benefits of our Wealth service.

Download the Wealth brochure

London Investor Centre

Please note that our London Investor Centre is now closed. We’re looking forward to opening in a new location later in the year.

Read more about the investor centre