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The wealth management


service that puts investment first.


WEALTH MANAGEMENT FROM FIDELITY


You have worked hard to create your wealth – and you want it to work hard for you. That is why Fidelity Wealth Management aims to provide an exceptional service that can meet all your long-term investment needs.


We will provide you with the information you require to develop and maintain a successful investment strategy, including up-to-the-minute reports and fi nancial analysis. Furthermore, you will have exceptional access to our investment professionals, including the fund management team.


You can invest in Fidelity’s renowned range of funds, as well as over 1,200 funds from other leading providers such as Invesco Perpetual, Jupiter and M&G, through our fund supermarket. You can also choose the tax wrappers that suit your needs.


What is more, you can manage everything yourself in one place online, or with the help of a client service team assigned to your account.


Of course, you will also be looking for value, and with Fidelity Wealth Management that is exactly what you get. Not only is there no additional charge for the service, but our new annual management charge discount provides savings across a range of funds. And, uniquely, our service reinvests those savings back into your portfolio, helping boost your returns overall.


To fi nd out more or to order the latest issue of ‘the Bulletin’, visit fi delity.co.uk/ investment. And get the service that puts investment fi rst.


We do not give advice based on individual circumstances, but provide a level of guidance and support that is suitable for each client’s needs. Please be aware that the value of investments can go down as well as up, and investors may not get back the amount invested.


For our latest Bulletin, order online or call us on 0800 358 7715


WEALTH MANAGEMENT BENEFITS:


✔ Signifi cant savings on initial and annual fund charges


✔ All leading fund groups available ✔ Dedicated account team ✔ Enhanced portfolio reporting ✔ Access to fund manager events


Wealth Management PERSONAL ACCESS TO THE WORLD’S INVESTMENT SPECIALIST


For more information: Call us on 0800 358 7715 Visit fi delity.co.uk/investment


Issued by FIL Investments International, authorised and regulated in the UK by the Financial Services Authority. FIL Limited, established in Bermuda, and its subsidiaries are commonly referred to as Fidelity International. Fidelity, Fidelity International and the pyramid logo are trademarks of FIL Limited. CSO1812/0711/1


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