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 (£3.75/month) or 0.35% if you have a Regular Savings Plan
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 (£3.75/month) or 0.35% if you have a Regular Savings Plan
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			£10 for buy/sell online, £30 for phone/paper trades, £1.50 for regular savings dividend reinvestments (within share dealing only).

Compare the Platform Says

Products & Wrappers	Investments	Research & Guidance	Charges	OVERALL SERVICE
4.0	3.0	4.0	4.0	4.0

When it comes to DIY platforms, Fidelity Personal Investing is an excellent all-rounder. Whether you’re new to investing or a seasoned investor, there’s a solution for everyone.