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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.
  • 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 Hargreaves Lansdown

Allows ISA Transfers
Regular Savings
  • Fund Choice: Choose from over 2,500 funds, shares, investment trusts and more to build your portfolio.
  • Invest From: £25 pm

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

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 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 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

Share Dealing ISA

from IG

Allows ISA Transfers
  • Trade From (frequent trader rate): £3.00
  • Trade From (standard trader rate): £8.00

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 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 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

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

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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.

Lifetime ISAs

Save for your first home and retirement

Compare Lifetime ISAs

Junior ISAs

Invest for your child’s future

Compare Junior ISAs: 

Stocks & Shares ISAs

Invest tax-free in stocks and shares 

Compare Stocks and Shares ISAs:

Latest News

5 Considerations for Your Next Investment ISA

15th March 2021

You've decided to invest your savings into a Stocks and Shares ISA. You'll be using your tax-free ISA allowance for this year before the deadline, while also investing your money for your future. But what do you need to consider before opening an account? We've put together a list of our top five considerations for you to think about before you click "apply". 

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