+44 7393 450837
Follow on

Fidelity Adviser Solutions Profile: What is Fidelity Adviser Solutions?

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.

Fidelity Adviser Solutions is an independent platform for investment and retirement services, specializing in giving long-term client outcomes without external shareholder pressures.

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

Pained by financial indecision?

Adam Fayed Contact CTA3

Adam is an internationally recognised author on financial matters with over 830million answer views on Quora, a widely sold book on Amazon, and a contributor on Forbes.

This website is maintained for personal branding purposes and is intended solely to share the personal views, experiences, as well as personal and professional journey of Adam Fayed.

Personal Capacity
All views, opinions, statements, insights, or declarations expressed on this website are made by Adam Fayed in a strictly personal capacity. They do not represent, reflect, or imply any official position, opinion, or endorsement of any organization, employer, client, or institution with which Adam Fayed is or has been affiliated. Nothing on this website should be construed as being made on behalf of, or with the authorization of, any such entity.

Endorsements, Affiliations or Service Offerings
Certain pages of this website may contain general information that could assist you in determining whether you might be eligible to engage the professional services of Adam Fayed or of any entity in which Adam Fayed is employed, holds a position (including as director, officer, employee or consultant), has a shareholding or financial interest, or with which Adam Fayed is otherwise professionally affiliated. However, any such services—whether offered by Adam Fayed in a professional capacity or by any affiliated entity—will be provided entirely separately from this website and will be subject to distinct terms, conditions, and formal engagement processes. Nothing on this website constitutes an offer to provide professional services, nor should it be interpreted as forming a client relationship of any kind. Any reference to third parties, services, or products does not imply endorsement or partnership unless explicitly stated.

*Many of these assets are being managed by entities where Adam Fayed has personal shareholdings but whereby he is not providing personal advice.

I confirm that I don’t currently reside in the United States, Puerto Rico, the United Arab Emirates, Iran, Cuba or any heavily-sanctioned countries.

If you live in the UK, please confirm that you meet one of the following conditions:

1. High-net-worth

I make this statement so that I can receive promotional communications which are exempt

from the restriction on promotion of non-readily realisable securities.

The exemption relates to certified high net worth investors and I declare that I qualify as such because at least one of the following applies to me:

I had, throughout the financial year immediately preceding the date below, an annual income

to the value of £100,000 or more. Annual income for these purposes does not include money

withdrawn from my pension savings (except where the withdrawals are used directly for

income in retirement).

I held, throughout the financial year immediately preceding the date below, net assets to the

value of £250,000 or more. Net assets for these purposes do not include the property which is my primary residence or any money raised through a loan secured on that property. Or any rights of mine under a qualifying contract or insurance within the meaning of the Financial Services and Markets Act 2000 (Regulated Activities) order 2001;

  1. c) or Any benefits (in the form of pensions or otherwise) which are payable on the

termination of my service or on my death or retirement and to which I am (or my

dependents are), or may be entitled.

2. Self certified investor

I declare that I am a self-certified sophisticated investor for the purposes of the

restriction on promotion of non-readily realisable securities. I understand that this

means:

i. I can receive promotional communications made by a person who is authorised by

the Financial Conduct Authority which relate to investment activity in non-readily

realisable securities;

ii. The investments to which the promotions will relate may expose me to a significant

risk of losing all of the property invested.

I am a self-certified sophisticated investor because at least one of the following applies:

a. I am a member of a network or syndicate of business angels and have been so for

at least the last six months prior to the date below;

b. I have made more than one investment in an unlisted company in the two years

prior to the date below;

c. I am working, or have worked in the two years prior to the date below, in a

professional capacity in the private equity sector, or in the provision of finance for

small and medium enterprises;

  1. I am currently, or have been in the two years prior to the date below, a director of a company with an annual turnover of at least £1 million.

Adam Fayed uses cookies to enhance your browsing experience, deliver personalized content based on your preferences, and help us better understand how our website is used. By continuing to browse adamfayed.com, you consent to our use of cookies.


Learn more in our Privacy Policy & Terms & Conditions.