The wealth service that puts investment first.
You have worked hard to create your wealth – and you want it to work hard for you. That’s why Fidelity Wealth offers you all you need to take control of your investments. Whether you’re looking to grow or preserve your wealth, we aim to deliver you and your family a personalised service.
Through this personalised service, you’ll benefit from a dedicated client team who will give you individual guidance and consultation, as well as providing insightful market commentary and analysis from our investment experts. This no-advice service provides you with a cost effective way to invest and aid tax-efficiency through a number of tax wrappers.
Of course, you will also be looking for value, and with Fidelity Wealth that is exactly what you get. Not only is there no additional charge for the service, but our Annual Charge Discount provides savings across a range of funds. And, uniquely, our service reinvests those savings back into your portfolio, helping to enhance the returns you receive.
In short, we provide everything you need to manage your investments with confidence. Speak with our wealth representatives today or visit us at
fidelity.co.uk/investment. It is important to remember that the value of investments can go down as well as up and you may not get back the amount you invest. Fidelity can not give financial or tax advice based on personal circumstances.
FOR OUR LATEST INVESTMENT REVIEW, OR FOR MORE INFORMATION CALL US ON
0800 358 7715 OR VISIT US AT
fidelity.co.uk/investment
FOR OUR LATEST
INVESTMENT REVIEW, CALL US ON 0800 358 7715
Fidelity Wealth benefits:
✔ Savings on initial and annual fund charges
✔ Leading fund groups available ✔ Dedicated account team ✔ Enhanced portfolio reporting ✔ Access to fund manager events
Issued by FIL Investments International, authorised and regulated in the UK by the Financial Services Authority. Fidelity, Fidelity Worldwide Investment, the Fidelity Worldwide Investment logo and F symbol are trademarks of FIL Limited. CSO3089/0612
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