Fidelity
Experiences & Reviews
Fidelity (often marketed as Fidelity Investments in the UK) is a global financial services firm offering retail investment accounts, ISAs and SIPPs, brokerage, and workplace and retirement solutions. The firm provides online and telephone access to accounts, discretionary and non-discretionary investment options, and customer support for UK investors. Consumers researching Fidelity often compare its platform features, retirement products and customer-support channels against other UK brokers and asset managers.
Overview & Key Metrics
Our Analysis
Service quality
Staff are regularly described as professional, patient and effective at resolving issues; positive service experiences dominate the reviews.
Value for money
Mentions of value are scarce; one reviewer cites an attractive ~6% rate on a retirement package and highlights flexibility.
User experience
Users report both smooth interactions and problems: quick problem resolution and accessibility help, alongside outages, waits and slow settlements.
Product quality
Product comments are limited; a single review describes a flexible retirement package with multiple investment choices.
Communication
Many reviewers praise clear, courteous explanations and follow-up; some highlight poor outage communication and long hold times.
Overall experience
Most reviewers report positive outcomes and recommend Fidelity, though a small number record trust or access concerns.
Our Independent Methodology
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Data Collection
We analyse public reviews from verified platforms like Google, Trustpilot, and Facebook.
AI Analysis
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Featured Customer Experiences
Representative examples from 21 verified reviews (December 2021 – September 2025).
Retirement package
"Hi, I’m Alexander. I am very impressed by The Fidelity ISA Company because of the options and guidance provided with the retirement package that I recently purchased. Everything was clear, flexible and with no hidden surprises. All questions were answered and all details explained. My package offered excellent rates, around 6%. It also offers lots of investment options for total flexibility, plus I can access my account in any way I choose: by phone, online or post; whatever suits me best. But the best thing about it is that it's mine! I recommend the company any day to people who want to buy the package!
"
I spoke to a very helpful member of…
"I spoke to a very helpful member of your staff, Ola, who sorted out some issues w..."
Platform inaccessible and no communication
"Fidelity has suffered from 2 days of complete outage, during which time the website would not load your accounts and showed a helpful message if "some..."
Edina was really professional and kind
"Edina was really professional and kind. It did take longer than expected fo..."
All Customer Reviews
Filtered, experience-based customer reviews from public sources; vague and duplicate submissions removed.
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All Customer Reviews
Sources: Trustpilot (20) · Collected.reviews (1) · Quotes shortened · As of: September 2025
Great customer support from Peter
Great customer support from Peter. I'm on West Coast US and he had to call me a few times. My only issue is that when I had a techni...
Edina was really professional and kind
Edina was really professional and kind. It did take longer than expected fo...
I got very clear answers to all my…
I got very clear answe...
Efficient and very helpful service
Muhammed was so helpful from the outset and sorted out all my issues in a timely an...
Efficient and friendly support
Rachel dealt with my query with a friendly appro...
Ola was personably helpful
Ola was personable, patient and profession...
Answered the call quickly and resolved…
Answered the call quickly and resolved t...
I spoke to a very helpful member of…
I spoke to a very helpful member of your staff, Ola, who sorted out some issues w...
Veryhelpful
...
Rachel was amazing
Rachel was amazing. Although I was on hold...
My request was handled swiftly.
My request was...
Helpful and insightful from Ola in the…
Helpful and insightful from Ola in the Dublin office today on a call....
Very patient and helpful customer…
Very patient and help...
I have had occasion to ring Fidelity
I have had occasion to ring Fidelity twice over this month needing assistance. On each occasion my queries were an...
Pleasant and informative service
After only a short delay phone was answered. Michale was pleasant, polite and helpful throughout. I was interested in when a regular payment would be...
Helpful and efficient
Helpful, polite and efficient member of staff answered my...
The lady I spoke to was very clear and…
The lady I spoke to was very clear and help...
Patient and friendly!
Five star treatment! Mark Cahill had so much patience and took the time to look things up etc. So impressed...
Do not trust this company
Do not trust this company !!!! Thanks to Bqwfuk I was able t...
Platform inaccessible and no communication
Fidelity has suffered from 2 days of complete outage, during which time the website would not load your accounts and showed a helpful message if "some...
Conclusion
Reviewers frequently praise Fidelity staff for professionalism, patience and efficient problem-solving, with many specific mentions of helpful individual advisors. Several customers report clear explanations and swift handling of routine requests, and one reviewer highlights a flexible retirement package with competitive rates. However, a minority of reviews describe notable issues: platform outages, delayed trade settlement and occasional long wait times or poor outage communication. Prospective customers should weigh strong customer-service reports against the small number of operational and access concerns when choosing Fidelity for ISAs, SIPPs or brokerage services.