Why invest with us

We’re here to help you make sense of the complex financial world. But why should you choose us over the competition? Well, we think these are some pretty good reasons...

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.

Easy, clear and simple

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 easy.

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 easy steps.

Up-front and transparent

Our statements are clear and easy to understand so you don’t have to waste time trying to figure it out. And when you log in online, your transaction history will help you find and understand our service fee and any charges.

Get help easily

When you need information or support for your account, you can speak to our helpful associates based in the UK and Ireland on our freephone number. However, if you need personal advice on investments we recommend you speak to an authorised financial adviser.

For help at retirement you can speak to our specialist team who can provide you with guidance and/or advice when you need it.

Secure

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.

Stable

How is your money protected?

Fidelity has different companies that provide and distribute investments to our customers in the UK. All of these companies are authorised and regulated by the Financial Conduct Authority, which requires us to have appropriate systems and controls for managing our business, with strict rules about the way we hold customer money and assets.

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.

 

How we run our business

We train many of our fund managers through our rigorous Portfolio Manager Academy programme. New portfolio managers initially manage pilot funds to test their ideas with our own money first. To our customers we offer tried and tested funds as a matter of principle.

Our portfolio managers are compensated on their long-term performance so that customer and manager time horizons and interests are aligned. The same is true for our management, whose shareholdings are for the duration of their careers with the company.