Holly Mckay
Holly MackayFounder and CEO
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    Home • Compare Providers • Independent Provider Reviews • Fidelity

    Is Fidelity good for investing?

    Independent review by Boring Money

    Fidelity

    Fidelity

    Fidelity

    How our rating works
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    How our rating works
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    Are you searching for a well-established investment platform with comprehensive research tools? While many newer platforms focus on flashy features, finding one that balances institutional expertise with modern functionality can be challenging.

    Many investors assume that traditional investment firms like Fidelity must be expensive or technologically outdated. However, our analysis of Fidelity reveals some surprising insights about how this established player competes in today's digital investment landscape.

    With its extensive investment options and five-decade history, Fidelity has earned trust - but are its fees competitive, and does its technology meet modern investors' needs?

    What Our Analysis Revealed

    Our comprehensive review of Fidelity uncovered several key findings that could impact your investment decisions:

    • A tiered fee structure that particularly benefits larger portfolios over £250,000, with significant savings for £1m+ accounts

    • Extensive research tools and expert fund selection, though with some limitations in the digital experience

    • Strong customer support that earned multiple 2024 Best Buy awards, including Best for Investment Enthusiasts

    Understanding Fidelity's Approach

    Let's examine Fidelity's core offering: traditional investment management with modern accessibility. While the platform offers thousands of investment options, our analysis shows that the experience varies significantly based on your portfolio size and investment style.

    For instance, their service fee structure of 0.35% for accounts under £250,000 might seem straightforward, but when combined with trading costs and minimum investment requirements...

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    Boring Money conducts rigorous, year-round testing on Fidelity using our live account. Get total access to our research backed views, information on costs, charges and more.

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    Important stuffHolly and the team have worked in the finance industry for many years but we are not regulated to give you personal financial advice. For every story on this website about a good investment, or something which went up by 10% or made someone £200, we could also share a story about a bad investment, something which fell in value or lost someone £200. We aim to provide general information and pointers – and btw we are totally agnostic about which providers you might pick – but if you have complex affairs, want personalised advice or need specific recommendations, please look at advice pages and see if regulated digital or traditional financial advice would be the best solution for your needs. Boring Money Ltd is a limited company registered in England and Wales under registration number 09459832 and we have our registered office at 10 Lower Thames Street, London, England, EC3R 6AF.
    Risk warningAs is always the case with investing, your capital is at risk. The value of your portfolio can go down as well as up and you may get back less than you invest. Tax treatment depends on your individual circumstances and may change in the future.
    Boring Money Ltd is a limited company registered in England and Wales under registration number 09459832 and we have our registered office at 10 Lower Thames Street, London, England, EC3R 6AF.