Fidelity www.fidelity.co.uk Reviews
Latest Reviews
★☆☆☆☆
“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... (read more)
★★★★☆
“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 more)
★★★★★
“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 more)
★★★★★
“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... (read more)
★★★★☆
“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 more)
★★★★★
“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 more)
★★★★☆
“what i needed, at a good price”
Written on: 02/03/2013 by CleverClogs11
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 more)
★★★★☆
“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 more)
★★★★★
“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 more)
★★★★★
“Access to lots of funds”
Written on: 11/02/2013 by JOJAGO
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 more)
See next 10 reviews
Showing 1 - 10 of 26 Reviews
★★★★★
“Well informed and good tools”
Written on: 07/02/2013 by PrincessHeidi
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 more)
★★★★★
“Professional, low cost service”
Written on: 28/01/2013 by SavvySally
With all their funds currently being offered at no initial charge, it was the obvious choice for my isa, so i end up with as much money invested as possible. I was pleasantly surprised with the service, and all the functionality available on their website. Will likely use them going forwards. (read more)
★★★★☆
“Easy and low cost investing”
Written on: 23/01/2013 by Jane75
I have been investing with Fidelity for almost 8 years and am thoroughly impressed with their quality of service. Their website is easy to navigate and provides the expert information and tools I need when exploring funds. They have a huge range of funds available at a reasonable price. They recently announced that they have no initial charges, which now saves me a considerable amount of money. I would recommend Fidelity to anyone looking for a professional and low cost service. (read more)
★★★★★
“Good company with very few charges”
Written on: 23/01/2013 by maccaandy (1 review written)
Was very impressed when i went to invest and discovered that there's no initial charge on all of their funds. Didn't previously realise that, so it's always great to have a little perk like that. I think the website could do with a bit more work, but now i've got used to it the tools on there are great. Portfolio xray tool is a must use! Very handy. (read more)
★★★★★
“Easy one stop shop for my funds”
Written on: 20/01/2013
What I like about this site is that I only have to go to one place for access to loads of different funds from a long list of providers. It's not just Fidelity funds that they sell. All funds are also at no initial charge which will save me quit a but if money on my ISA this year. It's easy to navigate and has loads of useful and up to date info, articles, tools etc to help you make your choice of what to buy. (read more)
★★★★★
“Nice surprise ”
Written on: 17/01/2013
Thought it was time to put some money into a stocks and shares ISA as all the newspapers are saying that the markets might be coming back this year. Looked around and decided to go with Fidelity. They mention that they don't make any initial charges - and until I got into the detail of the fund I was investing in, I didn't realise just how much this saved me. In the end I went for a Fidelity fund and also a non-fidelity fund (I'm not going to tell you which one!!) but I reckon I saved 5%... (read more)
★★★★☆
“Supermarket prices, department store service”
Written on: 15/01/2013 by FrenchFinancier (1 review written)
Fidelity offer a wide range of funds and most are available with no initial charge saving you money. Opening an ISA was easy and straighforward although it could have been made clearer that access to the online account needed to be set up by phone initially and it was disappointing to find that my application was too late for the 2011/12 tax year end. I like the ease of online access, I check my investments every day. Being able to change address online was also convenient. I liked being... (read more)
★★☆☆☆
“Decision by Fidelity to delay price updates”
Written on: 22/12/2012 by Geoff_underwhlemed_King
This is a partial copy of a recent communication with Fidelity: F.A.O. Laura Allen - Customer Services With reference to previous correspondence on this issue, I asked "Since the weekend 'maintenance' work, you have not updated the prices of holdings during the evening. After many years of getting price updates in the evening are you now expecting customers to wait until the following day to discover the prices of their holdings! This can affect decisions on whether or not to buy or... (read more)
★★★★☆
“Reliable & Efficient Service”
Written on: 20/10/2012 by mikep57 (1 review written)
I've been investing with Fidelity since the early 80's and now have enough invested to qualify for the Wealth Service. I've always found them reliable and efficient, with steady returns generally from their own Funds-but the FundsNetwork supermarket has allowed me to select best of breed funds easily from other investment houses and this has helped improve overall returns. Charges have come down through the FundsNetwork and bigger investors now get some additional reductions. The web tools... (read more)
★★★★★
“Professional low cost financial partner.”
Written on: 04/10/2012 by Ironclad33
I have been using Fidelity International as a place to manage my equity portfolio for some ten years or more. In this time I have introduced a number of friends and family members who are now also benefiting from their highly professional services. Fidelity has proved to be a supremely reliable and competent organisation that can be relied upon for all my needs as a personal investor. As an execution only provider they do not actively manage personal portfolios but they excel at providing... (read more)
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Showing 11 - 20 of 26 Reviews
★★★★★
“Easy online investing”
Written on: 26/09/2012
I use this service for ISA investments. Very easy to use and low charges. Excellent! (read more)
★★★★☆
“results prove the benefits of investing through...”
Written on: 25/09/2012
results prove the benefits of investing through Fidelity. communication is simple and efficient. (read more)
★★★★☆
“Simple,cost-effective online management of your...”
Written on: 19/09/2012
We first used Fidelity for one of our ISAs 12 years ago and have subsequently reregistered all our ISAs to them; we still continue to use their online services to manage our investments. Their charges are very reasonable, particularly for Fidelity Wealth clients. Fidelity’s website is simple to use and it’s straightforward to conduct error-free investment and switch transactions. Paperless management of documents can be selected or not as you wish. The site also offers helpful tools... (read more)
★★★★☆
“Cost efficient investment service with no hassle”
Written on: 11/09/2012
We moved a substantial part of our investment portfolio to Fidelity 12 years ago because, fed up with high management charges and poor performance elsewhere, we wanted access to FTSE index linked investments with low management charges; and Fidelity was at that time one of the few providers of such a product. We have since grown our portfolio with Fidelity over a wider product range, finding them both cost competitive and easy to deal with in a straightforward manner. Inevitably issues arise... (read more)
★★★★★
“Fidelity Wealth offers a comprehensive service to...”
Written on: 10/09/2012 by magnoxBunny (1 review written)
The level of market information is excellent and there is expert opinion to peruse on-line. The web site is easy to use & very secure. You are not bombarded with paperwork and the hard sell approach of other investment companies/brokers. Historically their administration has occasionally let them down, but then again I have been investing with them since the 1980's. I would and have recommended them to friends & family. (read more)
★★★★★
“Excellent efficient service”
Written on: 10/09/2012
Helpful staff, user friendly web site with excellent research and supporting information. Transactions dealt with promptly without delays or errors. Why can't other financial organisations provide this level of smooth hassle free service? (read more)
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