Fidelity Personal Investing

Fidelity Personal Investments is part of Fidelity International. Prior to 1980, Fidelity international had been part of the American parent organisation, Fidelity Investments. Fidelity is still based in Boston and still partially owned by the founding family.

Fidelity Personal Investing
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Investing and pensions

Ranked 14th of 24 providers reviewed.

Customer happiness 59.77%
Customer trust 62.04%
Complaints performance 74.01%
Transparency rating 59.32%
Fairer Finance score
Reviewed Autumn 2022
64%

Investing and pensions

Fund and Share Accounts (for high frequency trading)

Fidelity Personal Investing

Investment Account

4 stars
Account closure fee £0.00
Charge for transferring investments to another platform i £0.00
Charge for automatic reinvestment £1.50
Charge for transferring cash to another platform £0.00
Early Account Closure Fee (12 months or less) £0.00
Inactivity Charge £0.00
Charge for selling holdings if not enough money in account to pay other charges £0.00
Same Day Payment Charge £0.00
Cost of receiving paper statements for a year £0.00
App available i
Charge for telephone/postal share dealing £30.00

Fund and Share Accounts (for low frequency trading)

Fidelity Personal Investing

Investment Account

4 stars
Account closure fee £0.00
Charge for transferring investments to another platform i 0
Charge for automatic reinvestment £1.50
Charge for telephone/postal share dealing £30.00
App available i
Charge for transferring cash to another platform £0.00
Early Account Closure Fee (12 months or less) £0.00
Inactivity Charge £0.00
Charge for selling holdings if not enough money in account to pay other charges £0.00
Same Day Payment Charge £0.00
Cost of receiving paper statements for a year £0.00

Income Drawdown products (self-invested)

5 stars
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
Charge for withdrawing your tax-free lump sum £0.00
Cost of adding funds to drawdown, or reviewing flexi-access drawdown (not capped) £0.00
Charge for purchasing an annuity £0.00
Charge for telephone/postal share dealing £30.00
Account closure fee £0.00
Charge for transferring cash to another platform £0.00
Charge for transferring investments to another platform i £0.00
Charge for automatic reinvestment £1.50
Same Day Payment Charge
Cost of receiving paper statements for a year £0.00

Junior Pensions

Fidelity Personal Investing

Junior Cost Focus portfolio

5 stars
Account closure fee £0.00
Charge for transferring investments to another platform i £0.00
Cost of receiving paper statements for a year £0.00
Charge for transferring cash to another platform £0.00
Charge for selling holdings if not enough money in account to pay other charges £0.00
Same Day Payment Charge £0.00
5 stars
Account closure fee £0.00
Charge for transferring investments to another platform i £0.00
Cost of receiving paper statements for a year £0.00
Charge for transferring cash to another platform £0.00
Charge for selling holdings if not enough money in account to pay other charges £0.00
Same Day Payment Charge

Fidelity Personal Investing

Junior Income & Growth Funds portfolio

4 stars
Account closure fee £0.00
Charge for transferring investments to another platform i £0.00
Cost of receiving paper statements for a year £0.00
Charge for transferring cash to another platform £0.00
Charge for selling holdings if not enough money in account to pay other charges £0.00
Same Day Payment Charge £0.00

Fidelity Personal Investing

Junior Expert Focus portfolio

2 stars
Account closure fee £0.00
Charge for transferring investments to another platform i £0.00
Cost of receiving paper statements for a year £0.00
Charge for transferring cash to another platform £0.00
Charge for selling holdings if not enough money in account to pay other charges £0.00
Same Day Payment Charge £0.00

Junior Stocks and Shares ISAs (self-invested)

5 stars
Account closure fee £0.00
Charge for transferring investments to another platform i £0.00
Cost of receiving paper statements for a year £0.00
Charge for telephone/postal share dealing £30.00
Charge for transferring cash to another platform £0.00
Inactivity Charge £0.00
Charge for automatic reinvestment £1.50
Charge for selling holdings if not enough money in account to pay other charges £0.00

Ready-made General Investment Accounts

Fidelity Personal Investing

Fidelity Personal Investing Cost Focus portfolio

4 stars
Cost (Year 1) i £322.00
Account closure fee £0.00
Charge for transferring investments to another platform i £0.00
Does the provider have a mobile app?
Charge for selling holdings if not enough money in account for charges £0.00
Completing paper applications
Cash withdrawal by BACs £0.00
Same day payment/payment by CHAPs £0.00
Early account closure fee £0.00
Cost of receiving paper statements for a year £0.00
Charge for transferring cash to another platform i £0.00

Fidelity Personal Investing

Fidelity Personal Investing Income & Growth Funds portfolio

3 stars
Cost (Year 1) i £573.33
Account closure fee £0.00
Charge for transferring investments to another platform i £0.00
Does the provider have a mobile app?
Charge for selling holdings if not enough money in account for charges £0.00
Completing paper applications
Cash withdrawal by BACs £0.00
Same day payment/payment by CHAPs £0.00
Early account closure fee £0.00
Cost of receiving paper statements for a year £0.00
Charge for transferring cash to another platform i £0.00

Fidelity Personal Investing

Fidelity Personal Investing Expert Focus portfolio

1 stars
Cost (Year 1) i £830.00
Account closure fee £0.00
Charge for transferring investments to another platform i £0.00
Does the provider have a mobile app?
Charge for selling holdings if not enough money in account for charges £0.00
Completing paper applications
Cash withdrawal by BACs £0.00
Same day payment/payment by CHAPs £0.00
Early account closure fee £0.00
Cost of receiving paper statements for a year £0.00
Charge for transferring cash to another platform i £0.00

Ready-made Junior ISAs

Fidelity Personal Investing

Fidelity Personal Investing Junior Cost Focus portfolio

5 stars
Cost (Year 1) i £147.00
Account closure fee £0.00
Charge for transferring investments to another platform i £0.00
Charge for selling holdings if not enough money in account for charges £0.00
Completing paper applications
Cash withdrawal by BACs £0.00
Same day payment/payment by CHAPs £0.00
Early account closure fee £0.00
Cost of receiving paper statements for a year £0.00
Charge for transferring cash to another platform i £0.00
Does the provider have a mobile app?

Fidelity Personal Investing

Fidelity Personal Investing Junior Income & Growth Funds portfolio

4 stars
Cost (Year 1) i £398.33
Account closure fee £0.00
Charge for transferring investments to another platform i £0.00
Charge for selling holdings if not enough money in account for charges £0.00
Completing paper applications
Cash withdrawal by BACs £0.00
Same day payment/payment by CHAPs £0.00
Early account closure fee £0.00
Cost of receiving paper statements for a year £0.00
Charge for transferring cash to another platform i £0.00
Does the provider have a mobile app?

Fidelity Personal Investing

Fidelity Personal Investing Junior Expert Focus portfolio

2 stars
Cost (Year 1) i £655.00
Account closure fee £0.00
Charge for transferring investments to another platform i £0.00
Charge for selling holdings if not enough money in account for charges £0.00
Completing paper applications
Cash withdrawal by BACs £0.00
Same day payment/payment by CHAPs £0.00
Early account closure fee £0.00
Cost of receiving paper statements for a year £0.00
Charge for transferring cash to another platform i £0.00
Does the provider have a mobile app?

Ready-made Personal Pensions

Fidelity Personal Investing

Fidelity Personal Investing Cost Focus portfolio

4 stars
Cost (Year 1) i £644.00
Account closure fee £0.00
Charge for transferring investments to another platform i £0.00
Charge for selling holdings if not enough money in account for charges £0.00
Completing paper applications
Cash withdrawal by BACs £0.00
Same day payment/payment by CHAPs £0.00
Early account closure fee £0.00
Cost of receiving paper statements for a year £0.00
Charge for transferring cash to another platform i £0.00
Does the provider have a mobile app?

Fidelity Personal Investing

Fidelity Personal Investing Income & Growth Funds portfolio

3 stars
Cost (Year 1) i £1,146.67
Account closure fee £0.00
Charge for transferring investments to another platform i £0.00
Charge for selling holdings if not enough money in account for charges £0.00
Completing paper applications
Cash withdrawal by BACs £0.00
Same day payment/payment by CHAPs £0.00
Early account closure fee £0.00
Cost of receiving paper statements for a year £0.00
Charge for transferring cash to another platform i £0.00
Does the provider have a mobile app?

Fidelity Personal Investing

Fidelity Personal Investing Expert Focus portfolio

1 stars
Cost (Year 1) i £1,660.00
Account closure fee £0.00
Charge for transferring investments to another platform i £0.00
Charge for selling holdings if not enough money in account for charges £0.00
Completing paper applications
Cash withdrawal by BACs £0.00
Same day payment/payment by CHAPs £0.00
Early account closure fee £0.00
Cost of receiving paper statements for a year £0.00
Charge for transferring cash to another platform i £0.00
Does the provider have a mobile app?

Ready-made Stocks and Shares ISAs

Fidelity Personal Investing

Fidelity Personal Investing Cost Focus portfolio

4 stars
Cost (Year 1) i £322.00
Account closure fee £0.00
Charge for transferring investments to another platform i £0.00
Charge for selling holdings if not enough money in account for charges £0.00
Completing paper applications
Cash withdrawal by BACs £0.00
Same day payment/payment by CHAPs £0.00
Early account closure fee £0.00
Cost of receiving paper statements for a year £0.00
Charge for transferring cash to another platform i £0.00
Is there a mobile app?

Fidelity Personal Investing

Fidelity Personal Investing Income & Growth Funds portfolio

3 stars
Cost (Year 1) i £573.33
Account closure fee £0.00
Charge for transferring investments to another platform i £0.00
Charge for selling holdings if not enough money in account for charges £0.00
Completing paper applications
Cash withdrawal by BACs £0.00
Same day payment/payment by CHAPs £0.00
Early account closure fee £0.00
Cost of receiving paper statements for a year £0.00
Charge for transferring cash to another platform i £0.00
Is there a mobile app?

Fidelity Personal Investing

Fidelity Personal Investing Expert Focus portfolio

1 stars
Cost (Year 1) i £830.00
Account closure fee £0.00
Charge for transferring investments to another platform i £0.00
Charge for selling holdings if not enough money in account for charges £0.00
Completing paper applications
Cash withdrawal by BACs £0.00
Same day payment/payment by CHAPs £0.00
Early account closure fee £0.00
Cost of receiving paper statements for a year £0.00
Charge for transferring cash to another platform i £0.00
Is there a mobile app?

Self-invested Personal Pensions (SIPPs)

5 stars
Account closure fee £0.00
Charge for transferring investments to another platform i £0.00
Charge for automatic reinvestment £1.50
Charge for transferring cash to another platform i £0.00
Early Account Closure Fee (12 months or less) £0.00
Charge for selling holdings if not enough money in account to pay other charges £0.00
Charge for telephone/postal share dealing £30.00
Cost of receiving paper statements for a year £0.00
Charge for writing to a third party to confirm the value of the account (Including probate valuations) £0.00

Stocks and Shares ISAs (self-invested)

Fidelity Personal Investing

Fidelity Stocks & Shares ISA

2 stars
Account closure fee £0.00
Charge for transferring investments to another platform i £0.00
Charge for automatic reinvestment £1.50
Charge for telephone/postal share dealing £30.00
Charge for transferring cash to another platform £0.00
Inactivity Charge £0.00
Charge for selling holdings if not enough money in account to pay other charges £0.00
Repairing or voiding an ISA, when required under HMRC rules £0.00
Same Day Payment Charge
Cost of receiving paper statements for a year £0.00