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 (£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.