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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

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


  • Queries on moving assets for Pension, ISA and Investment Accounts

Client Administration

  • Queries/guidance on placing client deals/setting up Regular Saving Plans
  • New business queries
  • Client valuations and transactions
  • Client detail amendments
  • Query on client journeys
  • Stock transfers

Firm Administration

  • Fee payment queries
  • Agency administration queries
  • Consultant ID questions
  • Novations, takeovers, and agency restructures

Information only IFAs

Products included:

  • Trusts
  • Corporates
  • Charities
  • Pension Trustees
  • Technical pension queries

Tools, Reporting and Integration

  • DFMs
  • Model Portfolios
  • Bulk Switch Tool
  • Capital Gains Tax Tool
  • Back office software e.g. Conquest, Origo
  • Reporting components i.e. costs and charges, illustrations, P60s and Annual Benefit Statements
  • Fund tools

Withdrawals and Income

  • Phased Drawdown
  • Crystallisations
  • Client income and disruption queries
  • Client withdrawals
  • Queries on bereavement processes for Pension, ISA and Investment Accounts

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.


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

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.

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

South region
North region
Head of Strategic Partnerships - Stephen Boucher
Technical Specialists

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