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Technical matters
Tax planning opportunities for 2025/26 Replacement of the lifetime allowance Retirement Income Pension Forum The Platform Clinic Pension, retirement and tax planning Pensions tax relief and annual allowances The beneficiaries flexi-access drawdown conundrum Retirement and pensions training Personal tax and trust planning training
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Contact us
Need help?
Our help & support area has all the answers to your questions on our product range and administrative tasks commonly performed on our platform. Note that if you haven’t logged in for 30 days you will be asked to log in to access this content.
If you want to contact our Business Development team please find your contact below.
AdviserLine
Workplace Investing Service Centre
The only exception is if you need to place a brokerage trade over the phone. In which case, we’re available from 8am to take your call.
Click here to send us a message with any queries you may have, and we’ll aim to respond within 48 hours.
Please note we are unable to accept the following using this service:
- Dealing instructions
- Amendments to any accounts or personal details
- Documents or Letter of Authorities
Please continue to use our website for these instructions.
Documents can be sent to us using your ‘Upload and Send’ service which can be found under ‘Firm’ and ‘Upload & Send Documents’.
For Data Protection reasons we often encrypt our emails to ensure your data and your client’s data remains secure*. It’s important you are able to recognise a genuine email from us which is explained further in your support guide.
*The secure message service is not suitable for deal instructions. Any instructions received through secure messaging service will be rejected.
Contact our Business Development team
Our Business Development team operates across the UK with regional and strategic accounts. The Team structure is set out below.
Head of Distribution - Paul Richards
Head of Business Development, South - Lee Keeper
| Regional Business Development Manager | Regional Platform Consultant | |
| Central London | Charlie Batt Matt Daniels Beth Taylor |
Erry Carter Alison Phillips Shelley Talbot |
| Outer London | Tom Scott | |
| South East | Tom Dickerson | |
| Thames Valley | Michael Campion | |
| South West | Suzanne Lacey | |
| Kent and Essex | Stephen Luckett |
Head of Business Development, North - Nick Illsley
| Regional Business Development Manager | Regional Platform Consultant | |
| Scotland and Northern Ireland |
Vince Fitzpatrick |
Jon Hale Stuart Hickman Donna Drewett |
| North | Steve Collins | |
| North West | Paul Graham | |
| Midlands | David Cooper | |
| East Anglia | Mark Bannister |
| Strategic Partnership Manager | Lesley Davidson |
| Strategic Partnership Manager | Ian Meredith |
| Head of Retirement and Savings Development | Paul Squirrell |
| Savings and Retirement Sales Manager | Donald Manning |
| National Platform Consultant | David Smith |
If you would like to talk to one of our Business Development team, please click here.
Our address
Registered address:
Beech Gate, Millfield Lane, Lower Kingswood, Tadworth, Surrey KT20 6RP
Postal address:
Fidelity, PO Box 391, Tadworth, KT20 9FU