Fidelity Personal Investing
Fidelity is a long-established fund management company with investment platforms for advisers, employers and consumers. The DIY platform offers a wide array of products, tools and research to make investing easier for investors.
Available products & wrappers
General investments | ISAs | Lifetime ISAs | Junior ISAs | Pensions & SIPPs | Junior pensions & SIPPs | Other |
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Available investments
UK funds | Offshore funds | ETFs | ITs | Equities | Bonds | Other |
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Table of charges
Platform charges | Product charges | Other charges | |
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Funds (£0-£24,999.99) | £90/year (£7.50/month) or 0.35% if you have a Regular Savings Plan | ||
Funds (£25,000-£249,999.99) | 0.35% | ||
Funds (£250,000-£999,999.99) | 0.20% | ||
Funds (£1,000,000+) | 0.00% | ||
Exchange-traded (ex-GIA) (£0-£24,999.99) | £90/year (£7.50/month) or 0.35% if you have a Regular Savings Plan | ||
Exchange-traded (ex-GIA) (£25,000-£249,999.99) | 0.35% (Capped at £90) | ||
Exchange-traded (ex-GIA) (£250,000-£999,999.99) | 0.20% (Capped at £90) | ||
Exchange-traded (ex-GIA) (£1,000,000+) | 0.00% (Capped at £90) | ||
Dealing charges | £7.50 for buy/sell online, £30 for phone/paper trades, £1.50 for regular savings dividend reinvestments (within share dealing only). |
Compare+Invest review of Fidelity Personal Investing
Products & wrappers | Investments | Research & guidance | Charges | Overall rating |
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Is Fidelity a good investment platform?
One of the great all-rounders, Fidelity is suitable for both newbies and more experienced investors. Start off with their brilliant how-to guides and model portfolios, then move on to their Top 50 Funds list and in-depth research when you feel more at home.
Fund investors will find Fidelity most useful, benefitting from a fair price and all the support we mention above. You can also invest in individual shares here, but it’s best to do so in conjunction with funds as other platforms make share trading easier.
Our review of Fidelity
In all, thanks to a lovely site and app, Fidelity is a very good option. Interesting, supportive, and well thought out.