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Fidelity Review

as of 10/09/2018 at 2:52 pm

Holly's View

A good all-rounder. Fidelity is a big, solid, global brand which offers a decent service and a fair price. The website was improved quite considerably last year and there is nice supporting research and info available on the site. Customer service and people on the phones are good. There could still be a bit more help on how to pick funds- you can feel the nervous hand of compliance at large as caution rules. Not good if you want to trade shares.

Our Rating

Recommended For

Beginner Investor

Confident Investor

In a nutshell

Big, secure company

Good phone support

Irritating website at times

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Based on 109 reviews

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What to Expect

Investment Choice

Products

Stocks and Shares ISA

Junior ISA

Investment Account

Pension

Investments available

Own brand funds

Funds from other groups

Investment help

Robo advice / ready-made portfolios

Includes a shortlist of investments

Pick your own funds

The 'Geeky' Details

Provider details

A safe, solid global player which has recently improved its website for investors. It’s still really a funds-only option so don't bother if you have shares. If you have more than £7,500 the admin fee is 0.35% a year, so you’ll probably pay about 1.1% a year all-in (although depends on which investments you pick). If you have less than that you'll pay £45 a year for an ISA, which looks pricey for small portfolios.

Google their PathFinder range if you need help in picking the investments to sit inside your ISA or DIY SIPP. There are also loads of funds from other groups available.

Our experience is that once in the site, trying to do some relatively simple tasks such as swapping your investments around can be frustrating.

Important Facts & Figures

Provider Size:

Large firm: administering £bns on behalf of investors and financial advisers

Minimum amounts: £50 minimum monthly amount
£100 minimum initial amount
12 month indicative performance:

A medium risk active fund returned 9.2% in 2017, after charges.

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