Fidelity Reviews - www.fidelity.co.uk

★★★★☆
3.7 / 5
74% of users recommend this
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Latest Reviews

★☆☆☆☆

“Mis-sold Fidelity Pension SIPP Standard Life - not fee...”

Written on: 29/05/2014 by Hale300 (1 review written)

I took out a Fidelity Personal Pension Sipp provided by Standard Life pre-2010, as all marketing literature, key features docs etc clearly stated free annual administration charge/fee (other than the annual fund management charge, as applied by funds (chosen from over 1200 funds) I selected, but taken by each particular fund manager before the daily fund unit price is published). As well as the key offer docs I still have a copy of a newspaper advert they placed at the time - it says "current… Read Full Review

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★☆☆☆☆

“Terrible website”

Written on: 24/03/2014 by OmarBurton (1 review written)

If you are thinking of using this website on an occasional basis then make sure you write down ALL your numbers and passwords. Get it wrong and it locks you out and unlocking is a nightmare. They are uncommunicative, unhelpful and unreasonable. Take your money elsewhere… Read Full Review

By Fidelity

Written on: 24/03/2014

1) I am sorry to hear of the difficulty you are having using our website and for any unhelpful service you have received. This is of course a cause for concern and we will be grateful if you can contact us on the number below with further details for us to address your complaint. With regard to our website, if your login details are incorrectly entered on three successive attempts, for security reasons, the log in details are blocked. If you have not done so already, you can follow the steps detailed on our site to regain access into your account, or please call us. We are open Monday to Friday from 8.00 a.m. to 6 p.m, Saturday 9 a.m. to 6 p.m.
Fidelity

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★☆☆☆☆

“Website can be slow to the point of being non-functional”

Written on: 17/01/2014

I recently signed up for an ISA via Cavendish Online, which uses Fidelity/Funds Network as their platform. Unfortunately the website slows to a crawl sometimes, to be point where I can't even view my holdings, let alone arrange any transactions. This does not bode well - in any period of high market flux the site would get even busier, meaning customers would be unable to buy/sell. They could stand to lose large sums of money because of this. For this reason, I cannot recommend Fidelity/Funds… Read Full Review

Fidelity's Comment

Written on: 20/01/2014

Hi,
Thanks for your feedback. We have had problems our website from the end of last week. We were working on the issue over the weekend and it was resolved this morning. I’m very sorry for the problems that you have experienced.

On your second point, regarding confirming your identify – please give our customer support centre a call as they may be able to help you further on this issue.

Alternatively, email me your contact details and I’ll arrange for someone from our customer support team to contact you directly.

Many thanks Fidelity Social Media Team.

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★☆☆☆☆

“Fidelity does not allow Partial ISA Transfers”

Written on: 11/12/2013 by gallagtj (1 review written)

Fidelity blocks partial ISA transfers which I learn't when trying transfer some of my ISA funds to another platform. So beware once your money is in Fidelity funds supermarket it locked in unless are prepared to move it all out. My recommendation is do not put all your ISA eggs in the Fidelity ISA basket… Read Full Review

Fidelity's Response to gallagtj's Review

Written on: 16/12/2013

I am sorry that you are disappointed that you can’t complete partial transfers from our platform. In October 2012, we made the decision to no longer process partial ISA transfers and our Terms and Conditions were updated to reflect this.

Should you wish, you could make a partial withdrawal; although that would mean loosing your ISA status.

If you wish to discuss this further, please feel free to call our support team on so that we can discuss your personal circumstances.
Fidelity Personal Investing

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Gallagtj's reply to Fidelity's Comment

Written on: 17/12/2013

Could it be that you put your business interests before those of your clients. All Fidelity competitors allow partial transfer of ISA's.

Could this be an entrapment policy?

Look what the Fidelity ISA transfer guide says.

Can I re-register my existing or new Fidelity investments to another provider or fund supermarket?

Yes you can re-register any funds held inside or outside an ISA account to another fund supermarket if they offer those funds. However, please note if you also have non-Fidelity funds within your ISA account you will need to move these as well as you must re-register your whole account.

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★★★★★

“No Way!”

Written on: 23/08/2013

just been on their web site - I was looking for details on ISA's and a specific fund On one of their menus I saw a box talking about being able to like a fund, just like facebook What an idea! I've been a few funds now, for a few years, that have done well. I'll be honest, some of the stuff on investment web sites about funds confuses me, I understand the stars but thats about it. But being able to say what I like and see what other people like thats what I like I use review sites - I… Read Full Review

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★☆☆☆☆

“No response and lack of courtesy”

Written on: 12/08/2013

I e mailed Fidelity two weeks ago with a simple query. I immediately received an automated response indicating that the company would respond within 2 working days. To date I've received nothing at all. This does not give me confidence in investing my money with them. I will be taking my buisness else where… Read Full Review

By Fidelity

Written on: 16/08/2013

We are sorry to learn that you have not received a reply to your enquiry with Fidelity, we do aim to respond quickly. As we can’t identify you from this review, would you please call our Investorline Team, between the hours of 09:00 and 18:00 Monday to Saturday, and we will be more than happy to help you.

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★★★★☆

“Great Website”

Written on: 08/08/2013 by TonyTrevors (1 review written)

Not what you expect from a financial company. Easy to use, clear, I love the calculators. This made choosing my ISA really easy, I was scared about selecting a fund but there was no reason, the PatFinder tool was brilliant. We'll see what the service is like, but I'm currently a fan… Read Full Review

By Fidelity

Written on: 16/08/2013

Morning, thanks so much for your message. I'm really pleased that you like it. We've spent a lot of time, testing and customer research to try and tailor it for investors' needs. I'll pass your feedback onto the team.
Yes we do have a number of elements in the pipeline for release very soon.
If you do have any suggestions for improvements at any time, we'd love to hear them.
Many thanks
Fidelity Social Media Team

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★☆☆☆☆

“Lost allot of money with Fidelity through Andrew Bolton”

Written on: 11/07/2013

I was called a few years ago and sold a perfect investment. Andrew Bolton, an award winning fund manager in the UK was going to China to start a new Asia focused fund - and I was getting in now while the fund was just starting. I would be quids in!! No, it turns out Mr Bolton is great at running investment funds in the Uk BUT not in Asia,where it appears he has had issues investing in companies with funny histories, shall we say In the end the fund is now way down on any benchmark set and I… Read Full Review

Fidelity's Comment

Written on: 08/08/2013

Thanks for your message. Have you seen any of the recent announcements regarding the latest performance of the Trust or the change in fund manager?

We’d really like the opportunity to talk to discuss this with you, so please could you call us.

Best wishes
Fidelity Worldwide Investment

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★☆☆☆☆

“Fidelity took 8 weeks to send my re-registration request”

Written on: 21/06/2013

Fidelity originally (after 4 weeks) could not locate my paperwork then took another 4 weeks to send it (only after another reminder). I am still waiting for their account manager to explain why this delay occurred despite repeated reminders via my agent (Cavendish). I was promised a letter explaining the reason for the delays over 1 week ago. I would point out that Cavendish have been very prompt in responding to my update requests. It is a pity they use Fidelity as I do not think I will be… Read Full Review

Fidelity's Comment

Written on: 12/07/2013

I’m sorry for the problems that you have experienced.

At the beginning of January 2013, in response to the Retail Distribution Review (RDR), changes were implemented to the re-registration process in order to make it more efficient and accessible to customers. Fund providers and investment platforms were required to be able to move their clients' investments without any barriers. We, and all other fund providers, were obliged to put in place the processes, procedures and people to handle this new process. As a direct consequence of this, we have seen a dramatic increase in the volume of re-registration applications received and this, in part, may be attributed to the delay in completing some re-registrations. This additional volume put a large amount of pressure on us, and regrettably, we did experience an instance where client applications were not electronically scanned to their accounts correctly. This issue has now been resolved and we are confident that we now have sufficient controls and mechanisms in place to ensure that transfers and re-registrations are processed in a timely manner. We are very sorry if you were impacted by this.

We usually aim to complete the re-registration process within four to six weeks; however, due to this industry wide problems that we have encountered some of our clients have suffered delays.

Unfortunately, we are unable to locate your accounts until we identify you. We would like to discuss this and try to resolve the issues you have experienced. Please call our Customer Relations team and we will be more than happy to help you.

Best wishes

Fidelity Worldwide Investment

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★☆☆☆☆

“Nightmare transfer out from Fidelity”

Written on: 23/04/2013 by greengrass11 (1 review written)

I applied in Jan.'13 to transfer my complete ISA holdings from Fidelity to Hargreaves Lansdown. So far only one in house Fidelity fund has been transferred, this happened quickly by the end of Jan. I was expecting the process to take around six weeks but so far no further funds have been transferred. HL have been chasing them, as have I. They have given so many different dates to both HL and myself re the sending out of the stock transfer forms that it is hard to believe anything they tell me… Read Full Review

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★★★★☆

“Fidelity ISA .......... could be better!”

Written on: 16/04/2013 by taurustime (17 reviews written)

I opened a Fidelity ISA in order to utilise the Stocks and Shares half of my annual ISA allowance for the 2012/2013 financial year. I traded an investment on April 04, 2013, just under the wire for the 2012/2013 Tax Year. Whilst the procedure was relitevly straightforward, the follow up in terms of documentation and access to my account was less so. There does not appear to be a factsheet of any kind to advise you of the delays which will take place between your trade and your subsequent… Read Full Review

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★★★★★

“Easy and quick to invest”

Written on: 16/04/2013 by TzurV (2 reviews written)

Beside the easy investment procedure, I've found the information and the research tools very good. Hope the funds perform as well as the admin… Read Full Review

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★★★★★

“Easy, Expeditious and Enlightening”

Written on: 03/04/2013

The service was very easy to use and clear about the commitment required and the past performance was easy to find. The key aspects of the product were highlighted and could be easily reviewed in order to make an informed choice about the best option. Furthermore, the products for appropriate risk appetites were grouped together so that other options that you may not have considered could be understood. Finding the most suitable investment options was easy and the formalities with regards to… Read Full Review

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★★★★☆

“Nice and easy”

Written on: 20/03/2013 by gormar (1 review written)

Just started regular contribution ISA. Each stage has been quite simple, thank goodness. Plenty of acknowledgements as to what is happening and at what stage we are at in the transactions. Hope the funds perform as well as the admin… Read Full Review

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★★★★★

“RIGHT DECISION AT THE RIGHT TIME”

Written on: 15/03/2013

WITH FIDELITY, I HAVE ALWAYS GOT GOOD, ON-TIME SERVICE. GREAT OUTCOMES FROM MY INVESTMENTS AS WELL. THEIR MAGAZINES ARE VERY INFORMATIVE ABOUT NEW PRODUCTS AND SCHEMES. THE WEBSITE IS ALSO USER FRIENDLY. GREAT PRODUCT OPTIONS FOR MY NEEDS… Read Full Review

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★★★★☆

“what i needed, at a good price”

Written on: 02/03/2013 by CleverClogs11 (1 review written)

i chose fidelity for my isa, as they have a good reputation and seem to be quite cheaply priced. i did most of the transaction online so can't really speak for how good, or otherwise, the call centre is, but speaking from an online experience, it was pretty seemless and i was able to do my transaction without any problems. Should i do any other investments in future, i'll definately consider Fidelity, but that's not to say i won't still look elsewhere - they were good but there is a lot of… Read Full Review

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★★★★☆

“Like the new website”

Written on: 24/02/2013 by BullBear (1 review written)

I've been an investor with Fidelity for over 10 years and overall have been very impressed with them. I especially like the fact that they sell other peoples funds so you can hold a mixture of funds in your ISA or SIPP. This has also made it easy for me to switch funds when I've chosen bad ones (which has happened a few times!). I've logged in recently and seen the new website which I think is alot better than the old one. They've made it much easier to get information and I particularly… Read Full Review

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★★★★★

“ISA investing made easier”

Written on: 12/02/2013

Not sure what I was doing but convinced in to doing a stocks and shares ISA by my Dad who gave me some fund tips. Website navigation easy to use and lots of stuff in their guides section to help me work out what to invest in. Phoned the call centre to ask for help and they were very non techie. Shopping basket easy to follow through with so no problems sorting out. Warren buffet had better watch out! Some of the web site copy got a bit techie at times… Read Full Review

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★★★★★

“Access to lots of funds”

Written on: 11/02/2013 by JOJAGO (1 review written)

I wanted to make the most of this years allowance for ISAs so I shopped around various providers and decided to invest with Fidelity. I thought there was lots of useful information on the web site that helped me decide which funds to invest in, as there are a lot of funds to choose from. I also found it an easier web site to use than some of the others. After I've sorted out my ISA for this year I'm going to put a savings plan together for next year. The website even prompted me to think… Read Full Review

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★★★★★

“Well informed and good tools”

Written on: 07/02/2013 by PrincessHeidi (1 review written)

I’ve been invested with Fidelity for just over three years and have made returns ahead of the market. I know it’s been a tough few years, but in spite of this they have kept me well informed, helped me learn about the market and, most of all, I’ve not lost any money – Which not many of my pals can say. Positives • Their expert – Tom Stevenson is great - easy to understand and helpful. • I’m in for the long haul, so it’s important to me to have an online account management… Read Full Review

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