Great choice
Whatever your investment strategy may be, our diverse range of mutual funds, ETFs, investment trusts and shares caters to your clients’ requirements. In total, there are over 7,000 investment options on our platform.
Find out moreFidelity Adviser Solutions
Fidelity Adviser Solutions is a trusted and long-established adviser services business that offers a comprehensive range of investment and retirement products, wrappers, tools and services to financial advisers and their clients. In addition to an extensive product range, the company helps advice firms run their businesses through the provision of superior technology solutions and cutting-edge tooling. These not only improve efficiency but enhance the client experience. Advised clients have full access to their accounts through a secure portal and highly-rated app.
Available products & wrappers
| General investments | ISAs | Lifetime ISAs | Junior ISAs | Pensions & SIPPs | Junior Pensions & SIPPs | Onshore bonds | Offshore bonds | Other |
|---|---|---|---|---|---|---|---|---|
| Third-party Guaranteed Lifetime Income product |
Available investments
| UK funds | Offshore funds | ETFs | ITs | Equities | Bonds | Other |
|---|---|---|---|---|---|---|
| Smoothed pension fund |
Table of charges
| Platform charges | Product charges | Other charges | |
|---|---|---|---|
| Platform fee | 0.25% | ||
| Investor fee | £45 per year |
Supporting you with your due diligence
Choosing the right partner for your business
To support you with the process, we’ve produced a whole range of materials that cover why our service and product wrappers could be suitable for your clients. We have a range of items available, including suggested suitability wording for your clients along with specific guides on why you can recommend our pension, ISA and investment account.
Due diligence support centre
One-page summary
This one-page summary gives a quick overview of how we support advisory firms and includes an update on the latest enhancements and new developments on our platform.
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Building a partnership together
All the value-added features and functionality we offer are summarised in this user-friendly guide. It covers all the areas that the Financial Conduct Authority believes you should assess when choosing a platform.
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Selecting Fidelity as your long-term partner
A comprehensive document that answers all the questions you may have when conducting deeper research into a platform partner. It covers all the areas that the Financial Conduct Authority believes you should assess when choosing a platform.
DownloadInvestment choices to suit your business model
Smoothed return pension fund
Our new retirement savings and decumulation option is designed for clients who are seeking less short-term volatility from their pension investment as they navigate to, and through, retirement.
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Model portfolio and DFM service
No matter how you choose to construct a portfolio, we can support you – from bespoke portfolios of up to 50 investments and defined models from over 140 DFMs available through our platform.
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Awards and recognition
AdviserAsset Platinum rating
With many advisers strengthening their due diligence, AdviserAsset’s annual rating offers a clear indication of the industry’s view on each platform. Fidelity is very pleased to have achieved a Platinum status for nine years in a row.
Defaqto Expert Rated 2025
We’ve been awarded 5-star ratings from Defaqto for our platform, pension, drawdown and ISA plus two Gold service awards for both the platform and pension – the highest ratings available. We’re particularly pleased to receive the Gold service awards which are based on feedback from clients.
Inclusive service in financial services
The British Standards Institute (BSI) Kitemark (ISO 22458) provides a recognized framework, which helps companies to provide inclusive service to its customers, focussing on those in vulnerable circumstances.
Practitioner support
Creating retirement income for your clients
Navigating the current retirement landscape and changing trends to help your clients live, save and spend is not so simple today. There are a number of ways you can help clients, although it’s clear that no one size fits all.
Tax planning opportunities for 2025/26
We take a look at some of the main considerations for financial planners as we enter the new tax-year in order to ensure the best possible outcomes for clients. This includes pension planning, utilising bed-and-ISA, tips for your clients’ tax returns and capital gains planning.
Replacement of the lifetime allowance
The legislation that replaced the lifetime allowance framework was effective on 6 April 2024. Here you’ll find an overview of the changes together with analysis on all the financial planning considerations now the new regime is in place.
The Pension Forum
The rules relating to pensions can be incredibly confusing given the complexity of the Pensions Tax Manual. Paul Squirrell, our resident pension expert, clarifies the rules relating to some specific areas of retirement planning.
Retirement and pensions training
A comprehensive range of videos to support anyone in your firm studying for pension and taxation exams or simply wishing to build their pension knowledge.
Cybersecurity: keeping your business safe
Cybersecurity has never been more important and here we present a range of resources that aim to assist business owners and practice managers with cybersecurity strategies.
Find out about partnering with Fidelity Adviser Solutions
Get in touch
If you would like to contact the Fidelity Adviser Solutions Business Development team, get in touch today.
Email us
Need help?
Our help and support area has all the answers to your questions on our product range and administrative tasks commonly performed on our platform.