Why Invest with Fidelity Personal Investing (2024)

Why Invest with Fidelity Personal Investing (1)

Home Investment accounts Why invest with us

Important information - please keep in mind that the value of investments can go down as well as up, so you may get back less than you invest. 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.

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We’re here to help you make sense of the sometimes complex world of investing. It's something we're already doing for some 1.5 million UK customers*. How? By giving them 24/7 online access to a broad range of accounts,useful investment guidance andhandy tools. We also offer personalised financial advice if they need it. You can find out more about why customers invest with us below.

*Source: Fidelity, as at 30.06.23.

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Over 50 years' experience

We’ve seen it all

It has been more than 50 years since we were founded. We’ve seen many market cycles – bull and bear, boom and bust. We have stayed the course through different investment environments regardless of market performance.

The needs of our customers have always steered our decisions, which is why we’ve stuck to our core activity of investing. We believe this is what allows us to excel – and, even more importantly, to repay the trust placed in us by our customers.

Why Invest with Fidelity Personal Investing (2)

Easy and clear

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What the people who matter most think

Whether you’re investing for the first time, or have a wealth of experience, it’s essential to be informed and to be comfortable with your decisions. Through Trustpilot, you can read up-to-the-minute, real-world reviews and see for yourself how Fidelity aims to put the customer first and make investing a bit easier.

Read our customer reviews on Trustpilot

Start investing in just a few steps

Our do-it-yourself online services give you 24/7 access to our investment guidance, handy tools, and range of accounts from your computer, tablet or phone. Transfer your existing investments to us, or open a new account online and begin investing in just a few steps.

Learn more about our online services

Why Invest with Fidelity Personal Investing (4)

Why Invest with Fidelity Personal Investing (5)

Keeping you informed

We provide regular, clear statements, so you always know how your investments are doing. You can also log in online at any time to view your transaction history and understand what charges you are paying.

Find out more about our charges

Helping you to get your money working harder

We have a host of regular updates available from our team of experts that can help you to stay on top of what’s going on in the markets and make informed investment decisions.

Read our team’s insights on the markets

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Here when you need us

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Get help easily

When you need information or support for your account, you can speak to our helpful associatesbased in the UK and Ireland on our freephone number. However, if you're looking for a personal recommendation, you should speak to one of our advisers or an authorised financial adviser of your choice.

For help at retirement you can speak to our specialist teamwho can provide you with guidance and/or advice, depending on what your needs are.

Feeling vulnerable? Let us help

There are times in all our lives when we feel vulnerable. You might have health issues of your own or be caring forsomeone you love. You might be dealing with a bereavement, financial hardship or even domestic or financial abuse. Whatever you're dealing with, we're here to help with practical guidance and support.

Visit support for vulnerable customers

Why Invest with Fidelity Personal Investing (8)

Secure

Why Invest with Fidelity Personal Investing (9)

We see good security as an important part of building your trust

We understand the importance of keeping your personal information and your accounts secure. We use proven, industry-recognised security tools and processes to achieve this.Find out more about how Fidelity protects you and what you can do to protect yourself online.

Learn more about online security

Stable

How is your money protected?

We are authorised and regulated by the Financial Conduct Authority. We follow strict requirements for how we hold customer money and assets, to keep them safe. We are also covered by the Financial Services Compensation Scheme (FSCS).

More on how your money is protected

Why Invest with Fidelity Personal Investing (10)

Why Invest with Fidelity Personal Investing (11)

Platform product governance

At Fidelity we put our customers at the heart of everything we do, ensuring the delivery of good customer outcomes. Market events which may result in investors’ inability to withdraw money, bring focus on the role investment platforms play in safeguarding the interests of their customers.

Find out about how we assess and monitor our assets here

Committed

We care about diversity and inclusion

Not only is diversity and inclusion about doing the right thing, it's critical to our business. By providing a supportive environment that allows our people to be themselves, they're able to focus on creating better customer experiences, products and services. That's why we're open about what action we're taking, celebrating what we're doing well and being honest about what we can do better. Diversity and inclusion matters. More than that, it's vital to our success.

Read about diversity and inclusion

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What you could do next

Find the right account for you

Find an account that meets your needs by answering a few simple questions.

Take the quiz

Get help choosing investments

Whether you need a lot of help or a little, we have the right tool to help you find an investment.

Find investments

Talk to our advisers

Our team of advisers can help you achieve your investment goals, whether those relate to one-off events or more complex needs with ongoing support.

Talk to us

As a seasoned financial expert with extensive knowledge in investment strategies and financial markets, I understand the importance of making informed decisions when it comes to managing your finances and investments. My background is rooted in years of experience, staying abreast of market dynamics, and guiding individuals towards financial success.

Now, let's break down the concepts used in the provided article related to Fidelity's investment services:

  1. Investment Accounts:

    • Fidelity provides a broad range of investment accounts, catering to the diverse needs of investors.
    • The article emphasizes the importance of understanding that the value of investments can fluctuate, and there's a disclaimer that the information is not a personal recommendation for any specific investment.
  2. Experience and Stability:

    • Fidelity boasts over 50 years of experience in navigating various market cycles, showcasing resilience through bull and bear markets.
    • The company emphasizes its commitment to staying true to core investment activities, guided by the needs of its customers.
  3. Ease of Use and Customer Reviews:

    • Fidelity emphasizes the ease and clarity of its online services, providing 24/7 access to investment guidance, tools, and a range of accounts.
    • Customer reviews on Trustpilot are highlighted as real-world feedback, aiming to showcase Fidelity's commitment to putting the customer first.
  4. Information and Updates:

    • Fidelity promises to keep investors informed through regular, clear statements, online transaction history, and updates from its team of experts to help clients make informed decisions.
  5. Customer Support:

    • The article mentions the availability of helpful associates based in the UK and Ireland for account support, as well as specialists for retirement guidance.
    • Fidelity expresses its readiness to assist customers during vulnerable times, providing practical guidance and support for various life challenges.
  6. Security and Protection:

    • Fidelity emphasizes its commitment to security, using industry-recognized tools and processes to protect personal information and accounts.
    • The company is authorized and regulated by the Financial Conduct Authority, follows strict requirements for holding customer money and assets, and is covered by the Financial Services Compensation Scheme (FSCS).
  7. Platform Product Governance:

    • Fidelity underscores its dedication to customer outcomes, especially during market events, and provides information on how they assess and monitor assets.
  8. Diversity and Inclusion:

    • Fidelity acknowledges the importance of diversity and inclusion, stating that it's not only the right thing to do but also critical to their business success.

In conclusion, Fidelity positions itself as a reliable, experienced, and customer-centric investment platform that prioritizes transparency, security, and customer satisfaction. Investors are encouraged to explore the diverse range of accounts and tools, backed by Fidelity's decades-long expertise in the financial market.

Why Invest with Fidelity Personal Investing (2024)

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