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Reviews - Fidelity.co.uk

Fidelity Worldwide Investment is one of the UK's largest investment fund managers with over 660,000 customers in the UK. Fidelity provides UK investors with tax-efficient savings vehicles; such as ISAs...

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Excellent

ISA, Ease of use, multiple funds under one umbrell...

Time delay in receiving redemption payouts.

INTRODUCTION: Fidelity Investments is one of the worlds largest privately owned asset management organisations. It opened its research office in London in 1973 and six years later offered funds to UK investors. It is now a leading provider of ISA's and also one of the leading fund managing houses...

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Super

“Fidelity is hot on research”

published 16/07/2005

Low online prices

All eggs in one basket

If you've decided to buy a unit trust to invest some of your money in the stock market, then Fidelity is a good company to use. You want to invest in shares, a unit trust is a group of shares which have been picked by a professional fund manager. I first invested in unit trusts through Fidelity...

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Good

“Fidelity Funds”

published 27/05/2010

Good fund management

Customer Service

The funds managers that deal with the cash seem to do a good job as I got a reasonable return but after that its a bit of a nightmare. Getting your money back is nigh on impossible task. There is no electronic means of doing this, its all paper based. They require a considerable amount of...

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Satisfactory

Initial fees to buy mutual funds are decent, often...

Withdrawal took months!

I could put money into my Fidelity account easily and online using my debit card, although they often take 2 days to purchase an investment. Withdrawing, on the other hand, was a nightmare involving writing numerous letters and waiting 2 months in total, during which time my money was in limbo...

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Satisfactory

It is supposed to have low fees _ I havent' check ...

Slow and complicated to get the funds out

I found the process of withdrawing money unnecessarily time-consuming, complicated and misleading. To withdraw money, you need to send them a fax listing all your funds. It takes then 7 working days to "settle" your account, after which they will send you a cheque in the post. I needed to be paid...

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Super

“Fidelity Investments”

published 01/02/2012

Excellent track record. Wide variety of funds. Res...

Not as good record for retaining good managers as ...

My opinion is based on over 20 year's experience in Financial Services as an Independent Financial Adviser and though now retired from Financial Services I continue to take a keen interest.Fidelity as a group have a good reputation among most Advisers and over the years rovided my clients with...

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Excellent

Quick simple transfer - easy fund selection - wide...

Now need to drink my coffee!!

I decided to move my pension to Fidelity as they have a cash back offer on at the moment I'll be honest - I expected this to be a real chore - so I got a large coffee, a pack of choc digestives and sat down in front of the computer I have had a fund I've been pleased with for years (not a...

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Excellent

Easy to manage, secure

Might need to call for security reasons occasional...

I can recommend Fidelity Investments, as a small investor. I have invested through Stocks & Shares Mini-ISA products of a variety of different types.I have been with Fidelity Investments a number of years and summarise the following points. Positives * Easy to manage / transfer / sell funds...

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Excellent

A solid and well respected Manager

None from my experience

I have been with Fidelity now since 1991 and have a modest, diverse range of investments to include Fidelity - Special Situations; Global Special Situations; European; South East Asia; Emerging Markets and Invesco Global Smaller Companies and this mixed bag has served me well. I’ve never taken...

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Excellent

“Different Experience”

published 04/08/2011

Very easy to manage

None

I have never been very good with money and need simple investments that don't require too much time or effort to manage. Fidelity ticked all the right boxes for me. I have had no problems whatsoever with Fidelity. My funds have increased by about 50% over the last 2 years and the mailings and...

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Not for me

A potentially decent platform if it wasn't for a c...

During times of high market flux, the website woul...

I recently signed up for an ISA via Cavendish Online, which uses Fidelity/Funds Network as their platform. Unfortunately the website slows to a crawl sometimes, to the point where I can't even view my holdings, let alone arrange any transactions. This does not bode well - in any period of high...

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Super

“Good all-rounder”

published 20/01/2013

Ability to buy funds from Fidelity and elsewhere i...

Website too cluttered

I have invested on and off with Fidelity since 1997 and have seen my funds go up and down since then. However Fidelity have always been good at keeping me up to date with what's going on and I have learnt alot from them around the importance of investing in different regions and taking a long...

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Super

Simple website, helpful call centre

None yet!

I'd been putting off transferring two old company pensions to one provider for quite a while. I'd lost focus on my investment strategy, re-set passwords and couldn't seem to keep track of my balance. Which has been a bit of a worry reading some of the news over the past few years. Fidelity came...

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Excellent

Great website and extremely competitive pricing

not yet experienced any

I was shopping around for a new ISA, having decided it was probably prudent to see what other companies were offering rather than taking the lazy route of just sticking with the provider i currently had. Fidelity is obviously a well known name, so i had a look through their website to see what...

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Excellent

“Trust”

published 26/08/2012

Great service...Low cost

Would like to see more investment trusts with Fide...

I expect when you let someone deal with your money ……You would be like me……And demand a great service....Well I get a great service from Fidelity………Then perhaps you would expect them to have a real expert knowledge in dealing with your money…….Well Fidelity will give you that….And much more………...

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