Fidelity Adviser Solutions is a UK-based investment and retirement services platform designed to support advisory firms in building long-term client relationships and enhancing operational efficiency.
As a subsidiary of Fidelity International, Fidelity Adviser Solutions offers a wide range of investment products, tax wrappers, business tools, and support services tailored to meet the diverse needs of financial advisers and their clients.
If you are looking to invest as an expat or high-net-worth individual, which is what I specialize in, you can email me ([email protected]) or WhatsApp (+44-7393-450-837).
Investors should note that Fidelity Adviser Solutions is part of the broader Fidelity International group, which operates independently and is not directly related to Fidelity Investments in the U.S.
What is Fidelity International?
Fidelity International is a privately owned investment firm, established in 1969 and primarily owned by its management and founding family members.
Fidelity International focuses on long-term investment strategies to build better financial futures for its 2.57 million clients, which include institutions, financial intermediaries, and individual investors.
With operations spanning over 25 locations across Europe, Asia-Pacific, Japan, and South America, Fidelity manages $925.7 billion in client assets as of September 30, 2024.
What is Fidelity Adviser Solutions?
Fidelity Adviser Solutions is an independent platform for investment and retirement services, specializing in giving long-term client outcomes without external shareholder pressures.
Fidelity Adviser Solutions has £53 billion of assets under administration on the platform as at the end of 30 September 2024.
What does Fidelity Adviser Solutions do?
- Tax Wrappers: A variety of tax-efficient solutions, including pensions, ISAs, investment accounts, trustee accounts, and offshore bonds, tailored for complex client needs.
- Investment Choices: Access to over 5,500 options, including mutual funds, ETFs, investment trusts, and company shares, allowing advisers to create bespoke portfolios or outsource to Discretionary Fund Managers (DFMs). Tools like the Investment Finder and Model Portfolio Centre streamline portfolio construction.
- Business Services: Paper-free processes, back-office integration, and extensive reporting capabilities help advisers manage compliance, research, and client information efficiently. Bulk switching and digital signatures enhance operational flexibility.
Fidelity Adviser Solutions Fees
No setup costs for pensions, ISAs, and investment accounts. Clients pay a flat annual Investor Fee of £45 and a 0.25% service fee, with low dealing charges for exchange-traded investments. Flexible Adviser Fees allow for tailored compensation models.
Fidelity Adviser Solutions also offers extensive support to financial advisors, including a dedicated Adviser Support team, technical resources, and client service tools like secure online account access and a mobile app.
Fidelity Adviser Solutions Contact Information
- Address: Beech Gate, Millfield Lane, Lower Kingswood, Tadworth, Surrey KT20 6RP
- AdviserLine:
0800 41 41 81, Monday to Friday 8:30am – 5:30pm - Workplace Investing Service Centre:
0800 368 68 68, Monday to Friday 8am – 6pm
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