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Fidelity ISA Review

Fidelity ISA Review

Investment ISAs put your capital at risk & you may get back less than you originally invested

Stocks & Shares ISA

from Fidelity

Allows ISA Transfers
Regular Savings
  • Fund Choice: Choose from over 4,000 investment options, including one of the widest fund ranges in the UK. With online guidance tools and expert fund ideas to help you choose. Capital at risk
  • Invest From: £25 pm

Stocks & Shares ISA

from Interactive Investor

Allows ISA Transfers
Regular Savings
  • Fund Choice: Access 40,000+ UK, US and international shares on 17 global exchanges. Choose from over 3,000 funds.
  • Invest From: £25 pm
See Deal Open an ISA before 31 December and get £100 cashback. New customers only, invest £5k or more. Terms & fees apply. Capital at risk.

Share Dealing ISA

from IG

Allows ISA Transfers
  • Trade From (frequent trader rate): £3.00
  • Trade From (standard trader rate): £8.00
See Deal Choose from over 13,000+ global stocks & ETFs. Invest in UK shares from as little as £3 per trade. IG offer a "Smart Portfolio ISA" where you can get an expertly built portfolio that is right for your risk profile. Capital at risk.

Stocks & Shares ISA

from Shepherds

Allows ISA Transfers
Regular Savings
  • Fund Choice: Invest in the Shepherds With Profits Fund which offers medium to low risk investing, with the aim of growing your money in a smooth manner over the long term. Please note: As with all investing, your capital is at risk you may get back less than you have put in. The value of the ISA will depend on the performance of the investments and any bonuses cannot be guaranteed. Additionally, if investment conditions are poor, we may apply a Market Value Reduction (MVR)
  • Invest From: £30 pm

Stocks & Shares ISA

from AJ Bell

Allows ISA Transfers
Regular Savings
  • Fund Choice: Invest in over 2,000 funds, shares and more across 25 markets. Invest from £25 per month. Which? Recommended Provider for Investment Platforms 2019–2023. Low-cost online dealing from £1.50. Open your account in minutes from app or website, manage your portfolio on the move. FSCS protected. Capital at risk
  • Invest From: £25 pm

Stocks & Shares ISA

from Wealthify

Allows ISA Transfers
Regular Savings
  • Fund Choice: Choose your risk profile and have an investment Plan built and managed for you
  • Invest From: £1

Stocks & Shares ISA

from Nutmeg

ISA Option
Allows ISA Transfers
  • Fund Choice: Nutmeg offer 5 diversified portfolios with ETFs, using technology to keep charges low. Capital at risk. Approved by Nutmeg 24/02/2023
  • Invest From: Min. £500 single

Stocks & Shares ISA

from InvestEngine

Allows ISA Transfers
Regular Savings
  • Fund Choice: Offering commission-free DIY investing or low-cost, professionally managed income or growth portfolios built for you. Capital at Risk
  • Invest From: £100

Stocks & Shares ISA

from Tillit

ISA Option
Allows ISA Transfers
Regular Savings
  • Fund Choice: From well-known classics to trailblazers and wildcards, TILLIT filter the market and select the best-in-class active and passive funds across asset classes, regions and styles. No one needs 5,000 funds. Get breadth and variety, without the choice paralysis

Stocks & Shares ISA

from Best Invest

ISA Option
Allows ISA Transfers
Regular Savings
  • Fund Choice: Over 2,500 funds, UK shares, investment trusts and ETFs or choose Ready Made & Managed Portfolios
  • Invest From: No minimum

Stocks & Shares ISA

from Hargreaves Lansdown

Allows ISA Transfers
Regular Savings
  • Fund Choice: Choose from over 3,000 funds, shares, investment trusts and more to build your portfolio. Capital at risk.
  • Invest From: £25 pm or £100 lump sum

Share Dealing ISA

from Interactive Brokers

Allows ISA Transfers
  • Trade From (frequent trader rate): £3.00
  • Trade From (standard trader rate): £3.00
See Deal Eligible UK Investors can open ISA's and Earn £55 of Commission Credit. For new clients. Limited time only, Terms apply

Investment ISA

from Barclays Smart Investor

Allows ISA Transfers
Regular Savings
  • Fund Choice: Invest in over 2,000 funds, plus Exchange Traded Funds, Investment Trusts, Shares and more. 5 Ready-made Investment funds if you’re not sure where to invest. Capital at risk.
  • Invest From: Any amount

My Money Builder Select ISA

from Scottish Friendly

ISA Option
Allows ISA Transfers
Regular Savings
  • Fund Choice: When you set up a My MoneyBuilder Select (ISA), your money will be invested in a single fund - the Unitised With-Profits fund. A mixed managed fund from Scottish Friendly where premiums are pooled with those of other clients and returns are linked to the performance of the underlying assets within the fund. Remember the value of investments can go down as well as up, and you could get back less than you’ve paid in. If you cash in before the end of 5 years there will be a £50 deduction from your cash-in value
  • Invest From: £10 pm o r £100 single

Stocks & Shares ISA

from & me

Allows ISA Transfers
Regular Savings
  • Fund Choice: Range of portfolios managed by investment experts from M&G Wealth, who continually review a range of factors and global trends to make ongoing decisions about where to invest, and find new opportunities with the potential to deliver long-term growth for investors

Stocks & Shares ISA

from Moneyfarm

Allows ISA Transfers
Regular Savings
  • Fund Choice: Choose your risk profile and have it matched to an investment portfolio expertly built and managed.
  • Invest From: £1,500

Stocks & Shares ISA

from ChipX

ISA Option
Allows ISA Transfers
  • Fund Choice: Save and invest across investment funds, cash savings, and real assets
  • Invest From: No minimum

Charges:

  1. Comprehensive fee banding
  2. A fee of 0.35% if you invest £7,500 or less
  3. For accounts holding between £7,500 and £250,000 the fee is 0.35%
  4. For accounts holding more than £25,000 but less than £1 million, the fee is 0.20%
  5. On account of £1 million or over will pay a maximum of £2000 per year
  6. You can open an account from £50
  7. There is no current service fee on cash within an account

Fund Choice

Fidelity boasts a wide variety and a long list of possible. These include:

  1. Over 3,000 funds available to choose from
  2. UK based shares
  3. Both investment trusts and exchange-traded funds
  4. Expert sources to support your investment solutions

Customer service

The customer service features of Fidelity as a platform include:

  1. Online inquiries
  2. Telephone support
  3. A bricks-and-mortar Investor Centre in Central London

Research & tools available

Fidelity's website has lots of helpful resources to support prospective investors, including:

  1. Their website contains lots of helpful information, including a "Guidance and tools" section.
  2. This includes guidance about investing in general, as well as how to choose an account
  3. "Invest for Life" video resources

Is "Fidelity" The Best Place For Your Child's Junior ISA?

For this tax year (2022/2023), you can invest up to £9,000 in a tax-free wrapper for your child’s future in a Junior ISA.

If you’re looking to set up a JISA (Junior ISA) at Fidelity, then you need to know what costs, choice, customer service and research tools you can expect by going with this provider.

Charges

The charges associated with a JISA at Fidelity are:

  1. Fee for exchange-traded investments, there is a cap on the fee of £45
  2. On investments less than £7,500, the fee is 0.35%
  3. On investments of £7,500 - £250,000 is 0.35%
  4. On investments between £250,000 - £1 million is 0.20%
  5. On investments, more than £1 million is 0.20%, capped at £2,000 per year.
  6. Some funds may have specific charges like bid-offer spread, performance fees or fund manager fees

Fund Choice

In terms of fund choices, much like the standard ISA, you can choose from:

  1. Over 3000 funds, so you have plenty of options
  2. Many UK options
  3. Investment trusts
  4. Exchange-traded funds (ETFs)

Customer service

The customer service for JISAs is the same as that provided for general ISAs. They also provide FAQs specifically tailored to the JISA product so that you can look there for information. This also includes Investment ideas, which can be helpful for a first-time investor.

Research & tools available

Fidelity has a page on their website specifically dedicated to JISA accounts, which contains lots of information you may want to look at before opening a JISA with this provider. This includes:

  1. Their charges
  2. Investment options
  3. Contact information
  4. FAQs
Sam Hodgson
Edited by Sam Hodgson - ISA.co.uk

Frequently Asked Questions

Yes, you can transfer your Cash ISA into a Stocks and Shares ISA by completing a paper form with your new provider.

You can withdraw at any time from your ISA after you wait for your investments to sell. The process usually completes within two weeks.

The easiest way to withdraw money from your Investment ISA will be online, via your mobile app, or over the telephone. Just remember that you need to sell enough holdings first to cover your withdrawal.

You can also request a withdrawal via postal instruction if this is more convenient for you. 

You can add £20,000 for the current tax year, and this amount refreshes each tax year.

Important Risk Information:

Capital at risk. Tax treatments depend on your individual circumstances and may change. The value of investments can go down in value as well as up, so you could get back less than you invest. It is therefore important that you understand the risks and commitments. This website aims to provide information to help you make your own informed decisions. It does not provide personal advice based on your circumstances. If you are unsure of how suitable an investment is for you, please seek personal advice.