Fidelity Personal Investing

Fidelity Personal Investing is the UK retail investment platform of Fidelity International, one of the world's largest investment management companies.

Fidelity has a heritage going back over 50 years. They offer ISAs, pensions, junior ISAs and general investment accounts with access to thousands of funds, shares and ETFs, as well as advice and retirement services and a customer service team based in the UK.

Our product ratings are designed to help you choose a quality product. We rate policies on the key features that are most important for the majority of customers.

Investing and pensions

25 products reviewed

Fund and Share Accounts (for high frequency trading)

1 product reviewed

Fidelity Personal Investing

Investment Account

Feature Value
Cost per share trade
£7.50
Fund dealing charge
£0.00
Fund and Share Accounts (for low frequency trading)

1 product reviewed

Fidelity Personal Investing

Investment Account

Feature Value
Cost per share trade
£7.50
Annual investment funds platform fee
Less than £25,000 in account: £90 or 0.35% if you have regular savings plan (direct debit). £25,000 - £249,999: 0.35%. £250,000-£1m: 0.2%. £1m+:0.0% Less than £25,000 in account: £90 or 0.35% if you have regular savings plan (direct debit). £25,000 - £249,999: 0.35%. £ Read more
Income Drawdown products (self-invested)

1 product reviewed

Fidelity Personal Investing

SIPP

Feature Value
Annual cost of regular payments (drawdown)
£0.00
Fee for setting up drawdown
£0.00
Charge for taking whole pot under triviality rules
£0.00
Junior Pensions

4 products reviewed

Fidelity Personal Investing

Junior Cost Focus portfolio

Feature Value
Annual investment funds platform fee
N/A
Annual shares platform fee
N/A
Fidelity Personal Investing

Junior SIPP

Feature Value
Annual investment funds platform fee
0.00%
Annual shares platform fee
0.00%
Fidelity Personal Investing

Junior Expert Focus portfolio

Feature Value
Annual investment funds platform fee
N/A
Annual shares platform fee
N/A
Fidelity Personal Investing

Junior Income & Growth Funds portfolio

Feature Value
Annual investment funds platform fee
N/A
Annual shares platform fee
N/A
Junior Stocks and Shares ISAs (self-invested)

1 product reviewed

Fidelity Personal Investing

Junior ISA

Feature Value
Cost per share trade
£7.50
Annual shares platform fee
0.00%
Annual investment funds platform fee
0.00%
Ready-made General Investment Accounts

3 products reviewed

Fidelity Personal Investing

Fidelity Personal Investing Cost Focus portfolio

Feature Value
Cost (Year 1)
£287.00
Account closure fee
£0.00
Charge for transferring investments to another platform
£0.00
Fidelity Personal Investing

Fidelity Personal Investing Expert Focus portfolio

Feature Value
Cost (Year 1)
£673.00
Account closure fee
£0.00
Charge for transferring investments to another platform
£0.00
Fidelity Personal Investing

Fidelity Personal Investing Income & Growth Funds portfolio

Feature Value
Cost (Year 1)
£622.50
Account closure fee
£0.00
Charge for transferring investments to another platform
£0.00
Ready-made Income Drawdown

3 products reviewed

Fidelity Personal Investing

Fidelity Personal Investing Cost Focus portfolio

Feature Value
Cost (Year 1)
£861.00
Cost of setting up income drawdown
£0.00
Annual cost of regular payments
£0.00
Charge for taking your tax free lump sum from your pension, or for making a one off or new regular payment after drawdown has started
£0.00
Fidelity Personal Investing

Fidelity Personal Investing Expert Focus portfolio

Feature Value
Cost (Year 1)
£2,019.00
Cost of setting up income drawdown
£0.00
Annual cost of regular payments
£0.00
Charge for taking your tax free lump sum from your pension, or for making a one off or new regular payment after drawdown has started
£0.00
Fidelity Personal Investing

Fidelity Personal Investing Income & Growth Funds portfolio

Feature Value
Cost (Year 1)
£1,867.50
Cost of setting up income drawdown
£0.00
Annual cost of regular payments
£0.00
Charge for taking your tax free lump sum from your pension, or for making a one off or new regular payment after drawdown has started
£0.00
Ready-made Junior ISAs

3 products reviewed

Fidelity Personal Investing

Fidelity Personal Investing Junior Cost Focus portfolio

Feature Value
Cost (Year 1)
£56.00
Account closure fee
£0.00
Charge for transferring investments to another platform
£0.00
Fidelity Personal Investing

Fidelity Personal Investing Junior Expert Focus portfolio

Feature Value
Cost (Year 1)
£249.00
Account closure fee
£0.00
Charge for transferring investments to another platform
£0.00
Fidelity Personal Investing

Fidelity Personal Investing Junior Income & Growth Funds portfolio

Feature Value
Cost (Year 1)
£223.75
Account closure fee
£0.00
Charge for transferring investments to another platform
£0.00
Ready-made Personal Pensions

3 products reviewed

Fidelity Personal Investing

Fidelity Personal Investing Cost Focus portfolio

Feature Value
Cost (Year 1)
£574.00
Account closure fee
£0.00
Charge for transferring investments to another platform
£0.00
Fidelity Personal Investing

Fidelity Personal Investing Expert Focus portfolio

Feature Value
Cost (Year 1)
£1,346.00
Account closure fee
£0.00
Charge for transferring investments to another platform
£0.00
Fidelity Personal Investing

Fidelity Personal Investing Income & Growth Funds portfolio

Feature Value
Cost (Year 1)
£1,245.00
Account closure fee
£0.00
Charge for transferring investments to another platform
£0.00
Ready-made Stocks and Shares ISAs

3 products reviewed

Fidelity Personal Investing

Fidelity Personal Investing Cost Focus portfolio

Feature Value
Cost (Year 1)
£287.00
Account closure fee
£0.00
Charge for transferring investments to another platform
£0.00
Fidelity Personal Investing

Fidelity Personal Investing Expert Focus portfolio

Feature Value
Cost (Year 1)
£673.00
Account closure fee
£0.00
Charge for transferring investments to another platform
£0.00
Fidelity Personal Investing

Fidelity Personal Investing Income & Growth Funds portfolio

Feature Value
Cost (Year 1)
£622.50
Account closure fee
£0.00
Charge for transferring investments to another platform
£0.00
Self-invested Personal Pensions (SIPPs)

1 product reviewed

Fidelity Personal Investing

SIPP

Feature Value
Annual investment funds platform fee
Less than £25,000 in account: £90 or 0.35% if you have regular savings plan (direct debit). £25,000 - £249,999: 0.35%. £250,000-£1m: 0.2%. £1m+:0.0% Less than £25,000 in account: £90 or 0.35% if you have regular savings plan (direct debit). £25,000 - £249,999: 0.35%. £ Read more
Annual shares platform fee
Less than £25,000 in account: £90 or 0.35% if you have regular savings plan (direct debit). £25,000 - £249,999: 0.35%. £250,000-£1m: 0.2%. £1m+:0.0% Less than £25,000 in account: £90 or 0.35% if you have regular savings plan (direct debit). £25,000 - £249,999: 0.35%. £ Read more
Cost per share trade
£7.50
Stocks and Shares ISAs (self-invested)

1 product reviewed

Fidelity Personal Investing

Fidelity Stocks & Shares ISA

Feature Value
Cost per share trade
£7.50
Annual Shares Platform Fee
Less than £25,000 in account: £90 or 0.35% if you have regular savings plan (direct debit). £25,000 - £249,999: 0.35%. £250,000-£1m: 0.2%. £1m+:0.0% Less than £25,000 in account: £90 or 0.35% if you have regular savings plan (direct debit). £25,000 - £249,999: 0.35%. £ Read more
Annual investment funds platform fee
Less than £25,000 in account: £90 or 0.35% if you have regular savings plan (direct debit). £25,000 - £249,999: 0.35%. £250,000-£1m: 0.2%. £1m+:0.0% Less than £25,000 in account: £90 or 0.35% if you have regular savings plan (direct debit). £25,000 - £249,999: 0.35%. £ Read more

Our unique Customer Experience Ratings help consumers find companies that offer a good service.

Investing and pensions

Ranked 2nd of 21 providers reviewed

Customer happiness score 66.81%
Customer trust score 71.04%
Complaints performance 77.33%
Transparency rating 67.83%

Fairer Finance Score

Reviewed Autumn 2026

 70.75%