To help get you to the right website, please choose one of the options below
About us
Model portfolio services
Support services
Support services
Bereavement Adviser fees services Reporting services Back office integration Information only advisers Transferring clients between firms Capital gains reporting Re-registrations and transfers What platforms do - an explanation for your clients IPOs and Placings Supporting vulnerable clients
Overview News & Insights
News & Insights
Insights and opinions Fidelity Adviser Solutions press releases Building profitable practices
Building profitable practices
Guidance & advice
Technical matters
Technical matters
10 must-do tasks for the start of the tax year The lifetime allowance Retirement Income Pension forum Pension, retirement and tax planning Pensions ‘in-depth’: tax relief and annual allowances The beneficiaries flexi-access drawdown conundrum Retirement and pensions training Personal tax and trust planning training Compliance and regulatory matters Using technology to manage regulatory change
More support
Contact us
Changes to our automated phone options from April 2023
At Fidelity we are always looking to make it easier to do business with us, and as part of our continuous improvements, you may notice changes to our call routing options when you contact us. These changes should ensure you are connected more effectively to our colleagues who are better equipped to handle more specialised queries. Our phone numbers and email addresses will remain unchanged.
| Option 1 | Option 2 | Option 3 | Option 4 | Option 5 |
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Re-Registration and Transfer |
New business, Client, and Firm Administration or queries from Information only advisers |
Product and platform technical queries including DFM, reporting, Corporate and trusts and integration |
Withdrawals including pension drawdown and income |
Bereavement |
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Client Administration
Firm Administration
Information only IFAs |
Products included:
Tools, Reporting and Integration
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Withdrawals and Income
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If you need to speak to one of our associates please use one of the numbers below.
If you want to contact our Business Development team please find your contact below.
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.
AdviserLine
Monday to Friday 8:30am - 5:30pm
Workplace Investing Service Centre
Monday to Friday 8am - 6pm
Secure email service
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.
Use of secure email
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
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