To help get you to the right website, please choose one of the options below

Skip Header

Why partner with us?

Thank you for visiting our website. This is where you’ll find all you need to know about Fidelity Adviser Solutions and using our online services.

The ongoing transformation of our business

We’re wholly committed to the continuous development of our adviser services business and we’ve introduced a myriad of enhancements since 2020 alone. Our ongoing development programme has delivered new functionality and services, an extended range of assets, website improvements and a whole host of features that improve both the adviser and client experience. 

View enhancements
None

Our goal is to help firms like yours to build strong, profitable and sustainable businesses and to give you all the support you need. In particular, we want to make your working life easier, whatever role you perform for your firm. As you familiarise yourself with our platform, you’ll find a whole host of services designed to help you and your business.

Awards and recognition

As a longstanding investment and retirement platform, we’re committed to building long-term relationships with advisory firms no matter which model they operate under. Making advisers’ lives easier and their firms more efficient is at the heart of what we stand for. We’re very proud to have received a number of accolades and top ratings in recent years.
 

View industry recognition
None

Defaqto ratings

We're delighted to confirm that we've been awarded 5-star ratings from Defaqto for our platform, pension, drawdown and ISA plus two Gold service awards for both the platform and pension – the highest ratings available. We’re particularly pleased to receive the Gold service awards which are based on feedback from clients.

None

None

Platinum Award

With many advisers strengthening their due diligence, AdviserAsset’s annual rating offers a clear indication of the industry's view on each platform. Fidelity is very pleased to have achieved a Platinum status for a nine years in a row.

Find out more

Best Platform for Advisers 2023

We are delighted and proud to announce that Fidelity Adviser Solutions has been named as ‘Best Platform for Advisers’ at the Professional Advisers Awards 2023. These awards are a barometer of success for providers and advisers from all corners of the UK. They recognise the very best in the industry in multi-asset investing, platform provision, adviser support, paraplanning and adviser engagement.

None
Leading innovation award UK platform awards.

Leading Innovation Award

We were recognised for leading innovation at the UK Platform Awards 2023 for our work with Conquest. This award celebrates innovation that both breaks new ground and makes life easier and more efficient for adviser firms with our next-generation financial planning software.

Platform of the year runner up and highly commended

Following a win in 2021 and a third place in 2022, Fidelity Adviser Solutions came second this year. This is a highly competitive market, with 22 adviser platforms, so to be delivering such consistent performance is a great achievement.

Platform of the year runner up and highly commended
None

Platform of the Year 2021

We were very honoured to receive the ‘Platform of the Year 2021’ accolade at the UK Platform Awards. This award was decided by a panel of judges who reviewed us against a number of criteria and commented on the client focus of the business, Net Promoter Scores (NPS) and seamless re-platforming exercise, while introducing new capability and the broadening out of the platform’s proposition. 

STAR Gold Transfer Accreditation 2023

We have been awarded a Gold Rating for our pension. This achievement highlights our unwavering dedication to excellence in the financial industry. STAR is the cross-industry initiative, galvanising and driving market participants to define and shape recognised, industry-wide standards to promote good practice in transfers. Only four companies have been awarded the gold category in 2023.

We have been awarded a Gold Rating for our pension.
This was a joint Fidelity Workplace Investing and Adviser Solutions effort which showcased the way both channels operationalise feedback, work within the collaborative cross-functional solution rooms to drive improvements, and then use NPS surveys as an i

Gold CXA award for Best B2B Customer Experience

This was a joint Fidelity Workplace Investing and Adviser Solutions effort which showcased the way both channels operationalise feedback, work within the collaborative cross-functional solution rooms to drive improvements, and then use NPS surveys as an independent wrap around.

Silver CXA award for Best Customer Experience for Vulnerable Customers (VCs)

Over the last three years we’ve been on a journey to improve the ways we support customers in vulnerable situations. Many colleagues have joined the VC leads on this challenging and rewarding journey and offered amazing support and collaboration.

2023 NextWealth Digital Process Champion Seal

We’re delighted to have been recognised as a Digital Champion for the fourth consecutive year. We’ve worked extremely hard and invested in our systems and processes to make our platform more digitally enabled, which benefits clients with a more efficient experience.

None

None

Professional Paraplanner 2023 Awards

We are delighted and proud to announce that Fidelity Adviser Solutions has been named ‘Best Provider Website’ at the Professional Advisers Awards 2023. These awards are a barometer of success for providers and advisers from all corners of the UK. They recognise the very best in the industry in multi-asset investing, platform provision, adviser support, paraplanning and adviser engagement.

Money Marketing Best Platform 2023 - Finalist

We are proud to have been shortlisted for MoneyMarketing Awards - Best Platform.

Money Marketing Best Platform 2023 - Finalist

Other awards

Women in Finance Award 2021

Woman of the Year - Platforms: Jackie Boylan

Platforum Awards 2018

Best Platform Partner at the Platforum Awards 2018

Related content

About us

We are a leading investment and retirement services platform committed to building long-term relationships with advisory firms.

Register to use our services

Flexibility, choice, value and 24/7 access are just a few of the advantages of using our platform.

Useful contact numbers

You can call us free on any business day between 9:00 am and 5:30 pm.