No comment.

15/02/2020

Excellent service and having been involved in the Woodford saga, they have been very helpful and I really feel I have had someone holding my hand every step of the way metaphorically speaking.

15/02/2020

Good range of investment products. Very helpful staff. Not expensive to run. I like the regular reports that summarise the performance and diversity of my investments. When looking for which funds to choose, I prefer to use Trustnet who have better tools and search facilities. My equity ISAs are split between 2 accounts, which apparently can't be merged into 1 account.

15/02/2020

As others have noted, despite many requests there is still no provision for paying fees by cash. Why keep sending ISA fee reminders when I cannot pay cash? The latest unfriendly change to the transactions tables is completely counter-intuitive. It requires me to already know (somehow) the status of a transaction before I can select which table to look in. The previous arrangement was much easier and did the job well, so why change it? (If it ain't broke, why try to fix it?) I do like the data presentation in general and ease of transaction implementation.

15/02/2020

No comment.

14/02/2020

It has improved a lot over 2 years. Their most serious shortcoming is their non-standard implementation of my SIPP which is divided across 2 accounts which are not properly integrated and confuse their own staff. The process for ordering drawdowns is archaic. They lack a simple translation for switching share class without affecting CGT or performance. It lacks flexibility on charges such as paying everything from one account. There should be more transparency about the costs of adding a financial advisor or LPA to the account.

13/02/2020

Really like the service and the website. Easy to navigate and find what you want. If you need help then messages are responded to promptly or you can ring. Every time I've wanted a question answered it's been done politely and promptly. Lots of info on different investments so good for you regardless of your level of knowledge.

13/02/2020

Whilst some access to information is very good, this does not apply universally. One particularly irritating feature is where when "comparing funds", where the site allows up to 7 funds to be listed, should one wish to click on any individual fund for more detail, the remaining (up to six) funds are instantly lost. The old software allowed one to return to the comparison page with the remaining funds under examination intact.

13/02/2020

Exploring funds and their rating is not as easy as Hargreaves Lansdown, Trustnet, or Morningstar. I use portfolio feature on Trustnet for alerts and price changes, plus a daily update on profit or losses.

13/02/2020

My main use is to check my funds and investigate alternate investments in case I want to switch. I have learnt how to navigate through the different screens and find the Watchlist very useful. I am concerned about Value for Money and I am investigating other providers at this time. Very pleased with the Personal Service helping me to understand points of detail. I would benefit with some training on the website's use, maybe there could be a set of training videos, that would help.

13/02/2020

I have experienced difficulties in amending my monthly drawdown from my SIPP accounts, not for the first time. Whilst this was eventually sorted out it took a while and was quite frustrating. Fidelity really need to sort out their admin where a human being is involved. The website works fine, but if a task touched by human hand my experience is that it is quite likely to go wrong. However, I will say that I was fairly and promptly compensated.

13/02/2020

The fund choices are OK and fees are competitive but I find the website navigation pretty clunky and the process for withdrawing funds from a SIPP lengthy and unnecessary. Hopefully, website updates and if Fidelity listen, an easier to use platform must come soon. I actually use Hargreaves Lansdown for fund research, as their website is much easier to use but their fees are far in excess of Fidelity.

13/02/2020

A solid company with good products, but in today's internet world they are on the expensive side.

13/02/2020

Website improving with recent enhancements, now much easier to find which fund is paying income and how much.

13/02/2020

I have invested in Fidelity Stocks and Shares ISAs since 2002. I find the website easy to navigate and a wealth of information available from experienced fund managers which enable me to make informed decisions regarding my investment choices. Its very easy to add into or switch investments. Also easy to keep track of performance and ISA allowance. My long term ISAs over the years have consistently outperformed any cash ISA. I will continue to invest with Fidelity into my retirement and encourage my family to invest also. Thank you Fidelity for making a real difference to my finances.

13/02/2020

Very good range of investment choices. Low entrance levels. Comprehensive set of help and guidance features. Easy management online. Website design uncluttered and easy to find your way around. The only point of misery are too many photos of dogs. How about other pets, and even wildlife?!

13/02/2020

Good, prompt service from very helpful and knowledgeable staff. Excellent range of funds with good performance.

12/02/2020

Easy operation. At a reasonable price.

12/02/2020

Very easy to manage investments and has good tools for gathering information to enable the easy purchase of funds. Website is easy to monitor prices and switch as and when needed.

12/02/2020

Provides all the data I need to monitor my investments including the annual percentage gain on each investment which is a unique and important feature.

12/02/2020

Good product, very good website.

12/02/2020

I am a returnee from the US. On my return, I began to invest mandatory withdrawals from a US IRA into a UK ISA. When I disclosed my dual citizenship, you disallowed additional investments. Pity for your company, I think, because I shall invest regularly. I have found an alternative company which does not disallow an ISA on these grounds, so future investments will go there. I understand the FATCA (or FATMA) requirements, though I suggest you consider what you are losing by making this stipulation.

12/02/2020

Having transferred two small pensions into Fidelity I should have received some 'cashback. This has never been received dispute my chasing! I have made 10 calls all to NO effect !!! The staff are either unhelpful or just unable to provide customer service. I am going to raise a formal complaint and look to move my investments elsewhere.

12/02/2020

Good service overall, although the website is not as user friendly in my mind as other major companies.

12/02/2020

Very easy to use and very empowering.

12/02/2020

I have found Fidelity to deliver the service they promised, the app is easy to use, although could still be improved, with additional tools and a more intuitive way of working. Fees are reasonable but now we live in the world of Vanguard. I would like to see Fidelity pass on more savings to their clients as they grow. I find the quarterly market updates particularly interesting.

12/02/2020

Ok.

12/02/2020

No comment.

12/02/2020

Website generally OK. However, very restricted in which fund class is available for transferring (invariably the one I don't hold) and so the transfer facility is essentially worthless for me. YMMV, of course

12/02/2020

I have been requesting for some time now for a separate cash fund to be set up to enable you to put money in to cover for charges/service fees, this is annoying as at the moment any money you add to your investment to cover the charges has to come out of the current ISA allowance. Other companies have set up a specific fund to deal with this so come on Fidelity, please can you implement SOON.

12/02/2020

I have an ISA which has performed very well. My problem is that my wife wants to sign up for an ISA but it is taking weeks to make things happen. Why? We speak on the phone, all very good, we are told what we need to do and what information is required. We do our bit, but still we wait!

12/02/2020

Expensive for larger portfolios as not capped. Research and dealing clunky. Advice v expensive. Charges mostly simple % . Await Vanguard SIPP for comparison since I only have their funds.

12/02/2020

No comment.

12/02/2020

I wanted to make some transfers and switches of old ISAs. Those processes were very straightforward, a matter of 3 clicks and it was done. But I am not so happy with the cash account element. I had a notification saying some fees were due. Fine, but the only way was to agree that all interest is to be transferred into the cash account. I would be far happier to set up a direct debit for fees and have all proceeds continue to fatten my ISAs.

12/02/2020

I am very happy and satisfied with my investments in Fidelity.

12/02/2020

Overly complicated to use, no ability to invest directly in foreign markets, poor comparison tools but the real irritation is the website which is riddled with bits that don't work, hang, log you out, etc. Adding funds rarely sends to work either.

12/02/2020

As a personal investor, I find the information on my Fidelity online account confusing and misleading. When I raised this with Customer Services, they either didn't listen to, or understand, what I was referring to. They took 31 days to respond, and had no customer relation skills when I actually got to speak to someone, (after chasing them, as they didn't care to call me back). We have used Fidelity's products for years, and have no hesitation to recommend them. However, their online account is simply not fit for purpose, and their Customer Service advisors are very poor.

12/02/2020

Service fee is too high and eats into returns like nothing else. I'll be using Vanguard ISA from next year. Might come back if service fees are lowered. Service is ok, but WISH THEY WOULD KEEP THEIR CALL CENTRE IN UK. First India, now Ireland...! Where next... Concerned about their commitment to move core parts of their business to Ireland and elsewhere outside the UK, in particular key areas of their Fidelity Equity and Fixed Income teams which are currently being moved to Ireland. I like Fidelity's range of funds but not if they move their business away from UK. Website getting better, slowly.

12/02/2020

Good selection of funds. Admin pricing reasonable. Decent analysis tools. Website a bit clunky and sometimes slow.

12/02/2020

Best thing I have put money in for my Grandchildren.

12/02/2020

The website is slow, the app and the website need to be improved.

12/02/2020

Attracted to their SIPP on account of the fee structure and the cashback offer for transfers. The transfer took a lot longer than it should, the cashback did not arrive until prompted, emails take days to answer and not all exchange traded shares and trusts are available (I was bemused I could not by 3i). The website is clunky and purchases are long winded. Account transactions are not as detailed as I was accustomed to with Charles Stanley.

12/02/2020

Reasonable value platform, but the website is an ongoing nightmare which barely allows you to get the information you need to make investing decisions and is frequently suffering technical glitches. As a lower cost alternative to Hargreaves and if you want more choice than Vanguard it still seems the best place to be, but Fidelity UX team need to do an extensive exercise in understanding what their customers need from the platform and whoever does the back end needs to sort out issues like data not pulling through into chart and compare or investment info on the fact pages for example.

12/02/2020

I have been a Fidelity customer for many years. I find the website easy to use and very good for research. I can easily switch funds or move my investments in just a few clicks. Fidelity also manage my SIPP and for the past 4 years has performed very well. Overall I am very satisfied with the service and would recommend it to others.

12/02/2020

I have been using the company for a few years. Cost is pretty low and the website is efficient. Happy customer.

12/02/2020

Excellent service and confidence in products.

12/02/2020

No comment.

12/02/2020

The website is massively over complicated, slow to update and confusing. If you have more than one account you can't always see which you’re in. It shows misleading info on your standing orders, to give just one example. I have also twice called the helpdesk and on both occasions I was told someone would ring me back, but they didn’t. Really rather poor service. On the plus side, it is very cheap, the offer is extremely comprehensive, and you can buy into just about any fund or share you want. Am not a great fan, but concede they have their good points.

06/01/2020

The website is improving each quarter, with additional useful functionality. The recent release of an app (for both Android and iOS) is very welcome. Transfers are irritatingly slow (perhaps not all the fault of Fidelity here) and communication while in-flight leaves something to be desired. Trades take a while to be confirmed, but the buy/sell/switch process is easy to complete. The service desk is very good: quality of service and responsiveness are both better than I have experienced elsewhere.

22/11/2019

Website is much improved over the last year - increased functionality, better lay out. SIPP is good and does not have lots of fees once you want to retire / get drawdown, unlike others! Fees are good value if you have over £250k (and others in your household can benefit form lower rate too in that case - good for kids accounts), but still good value for money if you have less. Telephone support is excellent if you ever need it!

22/11/2019

I have been a Fidelity customer for 5+ years and would be happy to recommend them. Their customer services are extremely good with great staff who are professional and very knowledgeable. I find the website very easy to navigate for the puproses of administrating my portfolio. Buying, selling and switching funds is simple and free to do. I find Fidelity charges to be reasonable and will not be changing platform. I would say however that I do not find their platform at all easy to use for the purposes of fund research, which is a shame and lets down an otherwise fautless platform and service.

05/07/2019

No comment.

23/06/2019

No comment.

04/03/2019

I would not recommend starting a Stocks & Shares Junior ISA at Fidelity. Its too expensive, their charges for small beginnings are painful. They charge an annual service fee of £25 for portfolios under £7500. If you subscribe say £1000, then a £25 charge equates to 2.5% p.a., which is seven times worse than the 0.35% they charge for portfolios over £7500. This seriously retards the potential investment growth. What's more, it is charged monthly at £2.08, and if you don't lodge cash to cover these fees, they SELL the investment units/shares to pay the fees. Most irritating!

01/03/2019

I chose Fidelity for its low cost on regular payments into two of their world index trackers. The site works but I found it incredibly clunky compared with other offerings. The transactions record is a particularly opaque layout and difficult to make any sense of. And changing a monthly direct debit payment requires going through the whole direct debit setup process from scratch instead of just changing the monthly figure. OK for buying and holding investments but I wouldn't want to be too active in there.

15/02/2019

Web site has a lot of information if you have the time to look around and research funds. Analysis of fund holdings could be simplified

19/12/2018

No comment

19/12/2018

Just seems really simple for me to understand my options, easy to research costs etc and then manage either a new investment or my existing portfolio, website was recently redesigned and is pretty intuitive. Speed that any investment activity gets updated into your account seems slow in my mind

19/12/2018

19/12/2018

Website functionality and clarity much improved over the earlier version of the online product. Fund choice is wide, easy filters if you need help finding the fund that suits you (performance, ratings, fess, asset mix, etc etc). Charges are OK - much better than Hargreaves Lansdown, St James's Place and the life assurers. Even better if you have a larger portfolio and you can add your pension into a SIPP as well.

10/08/2018

Quite expensive, Can't access messages or documents on my tablet since the website changed.

25/05/2018

I have used Fidelity for many years since my first shares were purchased through Abbey National Building Society. Excellent service received, have no wish to change.

02/05/2018

A pretty good fund as far as I can judge, but the website is very poor. For some reason, despite numerous phone calls, they are unable to share the documents for my daughter's Junior ISA with me.

21/03/2018

Good all-round. Solid service.

04/03/2018

No exit fees and dislike high charges.

30/01/2018

Website has been recently re-designed but still a bit 'clunky', it's very difficult to see the actual charges for the service, you have to look at a number of screens and work it out for yourself. Its also difficult to see 'actual' performance of funds due to the way performance is calculated by Fidelity. Its easy to buy/sell/ switch investments, have wide range of funds and easy to access research notes etc.

30/01/2018

Costs could be better, wider range of funds and the new website is harder to use.

30/01/2018

Easy to use website.

30/01/2018

Prompt service, they could be clearer with their communications.

30/01/2018

It's nothing special.

30/01/2018

Good fund supermarket.

30/01/2018

Good service. Just wish they could develop their website a bit more, it's difficult to get an overall performance figure.

30/01/2018

Responsive and clear website.

30/01/2018

Staff are well informed.

30/01/2018

Poor unresponsive customer service and confusing website.

30/01/2018

Website has recently improved, but it's still much less user-friendly than Hargreaves Lansdown. Unlike Hargreaves Lansdown, you can't pay ISA fees through transfer from a non-ISA account, so every month they sell some of my shares to meet their charges, which I intensely dislike.

30/01/2018

Ok, but it's nothing special.

30/01/2018

Good articles on finance topics and helpful with queries.

30/01/2018

Default funds are expensive (0.7% OCF) and self-select funds are cheaper but misleading (e.g. the Global Tracker is 66% UK shares).

30/01/2018

No problems.

30/01/2018

Good service and more choices.

30/01/2018

Good investment returns on its own key funds, plus plenty of others to choose from.

30/01/2018

I hate the website. When you need to sell, the only reference given is their code for the fund so you have no idea what you have selected until you click through. Really annoying! Good telephone service though.

30/01/2018

It needs an iPad app

30/01/2018

Display % increase or decrease.

30/01/2018

Striving to make improvements, investing in the website, transactions getting quicker, costs competitive and a range of funds / ETFs etc.

30/01/2018

Simple good choices, lots of back up info if you need it and pricing reflects the assets I have with them (discount for larger portfolio). Improvements: website is still a bit clunky but the phone service is excellent though!

30/01/2018

Website and costs.

30/01/2018

It's a new platform and still a work in progress, it still takes you back to old platform for some items. The service team is generally well informed and switching funds is easy.

30/01/2018

The original website/account was easy to navigate and all the account information available. The recent upgrade and redesign is more challenging but familiarity will probably help. However, there is always a reliable telephone service and a named "wealth client consultant" available. Platform costs are competitive and online investing and account management is straightforward.

30/01/2018

Good for funds, but shares not supported and investment trusts are limited. Charges are reasonable for smaller amounts, but middle-of-the-road for larger amounts. The website can be very confusing - it tries to dumb things down and just makes it harder to find what you need if you know what you're doing.

30/01/2018

Fairly easy to use their website, even for an investment novice. Had a few problems when the site was 'modernised' but find the telephone advisers knowledgeable, polite and easy to understand.

30/01/2018

Better investment options.

30/01/2018

Trusted, yet cheap.

30/01/2018

Cheap, easy to use and includes active and passive funds and a fund filter. I do not like the excess post received from them, even when you opt out.

30/01/2018

I used to like their investment offering and thought they were a high integrity company. However the website is now terrible, service even worse, and marketing talks to you in a way which treats you like an idiot. Company has lost its way and will be losing my large accounts, which I will move to Hargreaves Lansdown.

30/01/2018

Reasonable value for a small investment.

30/01/2018

Previously I would have recommended, but the new website is a huge step backwards.

30/01/2018

No comment

30/01/2018

Range of funds is good. The website makes it really hard to drill down on linked accounts, e.g. a spouse.

30/01/2018

Been almost impossible to transfer family ISAs (given up with 2 of our 4 and used Vanguard instead which was much simpler). Website poor and difficult to work out exactly where money going. Customer service polite but incompetent - have to repeat all details of problem each time I phone. Frustrating ++

25/11/2017

Annual charge is 0.20% on funds of £250k. This includes all individual family members.

03/11/2017

Some excellent funds, but so many in total that it can be difficult to choose.

26/09/2017

Unlike Hargreaves Lansdown, you can't pay ISA fees from a parallel non-ISA fund so every month they sell some of my shares to fund the ISA. That's annoying and they should change it.

26/09/2017

Good scale and scope of investments, cost and reliability. Costs could always be lower of course!

26/09/2017

Reliable and familiar.

26/09/2017

I like the fact that they offer a JISA.

26/09/2017

They have good service.

26/09/2017

It's cost effective, the website is easy to use and there is good fund choice.

26/09/2017

I get a good platform fee through Cavendish Online.

26/09/2017

Good access.

26/09/2017

Fidelity was recommended to me a couple of years ago and I am so pleased that it was. The website is clear and easy to navigate, great for a newbie like me. The charges seem reasonable but it is the customer service that is exemplary. It feels like I am calling a small company that knows me and cares about me. Very happy.

11/07/2017

Works well enough. Switching or purchasing is okay but transactions aren't as visible and transparent as one might like and there can be several days delay in pricing, positioning and executing. They take fees monthly from the largest holding, I would prefer monthly debit to bank account so that fees are clear to see.

07/07/2017

Its efficient.

04/07/2017

Readily available guidance and a huge choice of funds. Low cost 0.2% charge if your household invests more then 250k across all accounts. Need better IT integration. I suspect that they have stitched systems together into a whole website as they've grown. For example, the ISA and SIPP sites behave differently in the detail.

04/07/2017

Excellent research facilities.

04/07/2017

Like the clear and effective website tools.

S

04/07/2017

I like the ease of use and the breadth of funds for my ISA and my SIPP. I would like to be able to trade shares directly from the same platform.

04/07/2017

Needs better analysis and comparison of funds.

T

04/07/2017

Not clear on costs.

04/07/2017

I like the low cost of their fund platform.

04/07/2017

Website login process used to be terrible, but is now improved.

04/07/2017

They answer phones quickly.

04/07/2017

It has an easy to understand web page, and all investment information is grouped together for ease of use.

04/07/2017

Big name so gives confidence. Being able to deal through mobile app would be useful.

04/07/2017

Generally easy to use.

04/07/2017

Front end needs updating. Needs competitive direct stocks and shares.

04/07/2017

I like the scale of the offering, and the online options.

04/07/2017

Gives the impression of a comprehensive service backed up by massive resources, but without a high cost. Account management (separation of holdings into different accounts) is clunky and non-intuitive.

04/07/2017

Website easy to use and not clunky. But charges could be simpler.

04/07/2017

Online access can be troubling when I've not used the account for a little while.

04/07/2017

Low cost investing.

04/07/2017

Good reputation.

04/07/2017

Most of it is nice but trying to do things online is harder than it should be - trying to buy and sell funds and tweak a portfolio is just a nightmare.

04/07/2017

Easy to access and organise my portfolio. Please make advice and information more accessible.

04/07/2017

No exit fees, some unit trust fee discounts. They frequently got trades wrong when I first joined them, but excellent customer service in sorting it out. You need to page through too much to get to what you want to look at and the website is slow.

04/07/2017

Big organisation providing regular updates but please reduce costs.

04/07/2017

Efficient service at a reasonable cost and excellent telephone access with well trained support. Needs more ETFs and investment trusts.

04/07/2017

Many funds but could be improved with a better website and lower fees.

04/07/2017

Good customer service via a dedicated individual, needs an improved mobile app.

04/07/2017

I like the precision, website and communication. Its good for me.

S

04/07/2017

Its functional but that is all. The website is unwieldy.

04/07/2017

Good service but needs more choices.

04/07/2017

Good fees, helpful staff and adequate website. It would be helpful if a written guide could be provided for new customers to see them through the first transactions and to find other useful information needed to run the account.

04/07/2017

I like its simplicity. Historical presentation by graphics of the performance of your investments would be an improvement.

04/07/2017

Keeps me well informed, informative daily emails, guidance, model portfolios, allows me to monitor my investments when and where I want. Needs more transparency around platform and provider fees.

04/07/2017

Everything is in one place and well organised.

04/07/2017

I like the availability of own funds.

04/07/2017

Prompt service and swiftly resolve any problems. More fund portfolio information would be good.

04/07/2017

Returns have been good but they need to be more proactive.

04/07/2017

Quick, accessible, polite and efficient.

P

04/07/2017

Low transaction fees for purchases of investment trusts and low platform fee. Really needs a much clearer format for portfolio so that one can clearly see how much profit (� and %) one has made, with charts etc.

04/07/2017

They are good.

04/07/2017

Hate the web site and the way it works although seemingly the IFA version is very good. For me it is confusing, particularly if you want to sell a holding. You have no idea what you are selling unless you know the specific account number linked to each holding. Also they have no good way of holding cash on a temporary basis whilst you consider your next investment.

04/07/2017

Easily accessible website to view account and make transactions but would benefit from a reduction in costs.

04/07/2017

Easy access and simple to understand.

04/07/2017

Poor overall, they are well behind the league.

04/07/2017

Return has been ok. Needs to reduce charges.

04/07/2017

Lower costs than Hargreaves. Website is not easy to navigate, poor access to research or charts.

04/07/2017

Expensive

04/07/2017

Easy to use and good charges. Mass fund switches could be easier.

04/07/2017

Good investment options, website not bad to use plenty of info but needs an overhaul in design and also needs modernising and simplifying.

04/07/2017

Good website, fund range and communications but the mobile app could be improved.

04/07/2017

Good reputation but could be more simple.

04/07/2017

I don't think Fidelity will go bust. It could execute trades faster.

E

04/07/2017

Good accessibility but needs easier web navigation. Comparable to other services.

04/07/2017

Good brand but needs a better web app.

04/07/2017

Cheap and offer a junior ISA but everything else could be improved. The website is pretty shocking. Tries to push you towards high cost managed funds but does have good value trackers if you can find them.

04/07/2017