Compare The Platform: Fidelity Personal Investing

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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.

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Available products & Wrappers

General Investments ISAs Lifetime ISAs Junior ISAs Pensions & SIPPS Junior Pensions & SIPPS Other

Available investments

UK funds Offshore funds ETFs ITs Equities Bonds Other
Research, Tools and Information
Data and tools
Top 50 funds list, model portfolios, guidance service, mobile apps, pension guides and retirement calculators, investment guides and videos.

Table of charges

PLATFORM CHARGES PRODUCT CHARGES OTHER CHARGES
Funds (£0-£7,499) £45 / year (£25 for junior products)
Funds (£7,500-£249,999) 0.35%
Funds (£250,000-£1,000,000) 0.20%
Funds (£1,000,000+) 0.00%
Exchange-traded (ex-GIA) (£0-£7,499) £45 / year (£25 for junior products)
Exchange-traded (ex-GIA) (£7,500-£249,999) 0.35% (Capped at £45)
Exchange-traded (ex-GIA) (£250,000-£1,000,000) 0.20% (Capped at £45)
Exchange-traded (ex-GIA) (£1,000,000+) 0.00% (Capped at £45)
Dealing charges GIA/ISA/JISA £10.00 / trade SIPP/JSIPP 0.10%

Compare the Platform Says

Products & Wrappers Investments Research & Guidance Charges OVERALL SERVICE
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