Fidelity (2 reviews)

It is very difficult and almost impossible to predict happenings in the future. The only thing we are capable of doing is planning and preparing for the future. We need to take responsibility by making sure we put everything in place that will guarantee a brighter future. There are various ways by which an individual can secure his or her future, and one of the important ways is by investing. The performance of an investment is however not guaranteed, as the value can either appreciate or depreciate. Before going into an investment, it is important one consult a financial advisor, to get adequate foreknowledge of the risk the investor is about taking. The outcome of the risk assessment will then determine if the individual should continue with the intended investment. Apart from investment, savings is another way of getting financially prepared against unforeseen circumstances. A lot of people have been saved from their financial mess as a result of their personal saving. Employees and public servant should also not fail to ensure they plan and prepare for their retirement, by taking up to a retirement plan. Fidelity claims to provide investment solutions and retirement expertise to institutions, individuals and their advisers to help them build better futures. For more information about the services of Fidelity, do well to read past customer reviews here.

About Fidelity
Fidelity is a privately owned investment solutions provider founded in Boston in 1946. The international arm of the investment firm was established in 1969, and it became independent of the US organization in 1980. Fidelity claims to be committed to supporting their local community through its Corporate Citizenship Programme and Fidelity UK Foundation. The Fidelity UK Foundation established in 1988 is an independent charity supported by the firm. Fidelity claims to train many of their fund managers through their rigorous Portfolio Manager Academy programme.

Products and Services of Fidelity
They offer wide investment options and pension administration service for individual, employers and institutions including pension. They provide clients with the option of either setting up a new monthly regular savings plan (RSP) or investing a lump sum in a Fidelity Individual Saving Account, Self-Invested Personal Pension or Investment Account, after which a £25 cashback. The Fidelity and Pension plan are both tax-effective and eligible for only UK residents above 18 years. They claim to have an easy-to-use selection investment tools, that can assist clients to decide what to put in their ISA, SIPP or Investment Account.

Compliments, Complaints and Tips for Fidelity
Have you engaged the service of Fidelity? If yes, we would love you to share your first-hand experience with prospects here. Would you advise intending clients to go on with their intention of engaging their services? What should be first-timer expectation of the firm? Do they provide investment solutions that are efficient and effective? How reliable are their retirement management services? Do you find their customer service delivery exceptional? Would you recommend the firm to your friends and family? Do you have any tips you would like to share with Fidelity? Feel free to share your feedback with prospects here.