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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 ISAs

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 Nutmeg

Allows ISA Transfers
  • Fund Choice: Nutmeg offer 4 diversified portfolios with ETFs, using technology to keep charges low.
  • Invest From: Min. £500 single

Stocks & Shares ISA

from AJ Bell

Allows ISA Transfers
Regular Savings
  • Fund Choice: Wide range of stocks and shares, over 2,000 funds (unit trusts and OEICs), investment trusts and ETFs. 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. Special offer: Open an ISA with £1,000 or more before Sunday and be in with a chance to win £100 of free trades. New customers only. Terms apply. Capital at risk.
  • Invest From: £25 pm
See Deal Special offer: Transfer an ISA worth £10,000 or more before 30 June and get £100 cashback. New customers only. Terms apply. Capital at risk.

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

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 Fineco

Allows ISA Transfers
  • Fund Choice: A complete multi-currency platform with low fees. Premium trading without premium prices. Choice of worldwide asset managers.
  • Invest From: £100
See Deal Zero Platform Fees - Until the end of the 2022/23 tax year if you open your ISA by 30 April 2022. 0.25% max when promo ends.

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 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.
  • Invest From: £30 pm

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
See Deal Up to £400 for all new users that create an account until the end of April

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
  • Invest From: £100

My Choice ISA

from Scottish Friendly

Allows ISA Transfers
Regular Savings
  • Fund Choice: A choice of 10 funds so you can pick those that best suit your needs, whether that is just one, a mixture of all 10 or somewhere in between.
  • Invest From: £10pm

Stocks & Shares ISA

from Beanstalk

Allows ISA Transfers
  • Fund Choice: Choose from two funds: a cash fund that aims to provide returns in line with money market rates and a shares fund that aims to track the performance of global stock markets.
  • Invest From: £10

Stocks & Shares ISA

from Willis Owen

Allows ISA Transfers
Regular Savings
  • Fund Choice: Choose from a wide range of funds, shares, investment trusts and ETFs. Tax treatment depends on the individual circumstances of each client and may be subject to change in the future.
  • Invest From: £25

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

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 is full of 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 (2020/2021) 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 to get by going with this provider.

Charges

The charges associated with a JISA at Fidelity are:

  1. A 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 the customer service provided for general ISAs. They also provide FAQs specifically tailored to the JISA product, so 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
Important Risk Information:

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.