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Fidelity launches new financial advice service

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Written by: Emma Lunn
13/01/2021
Fidelity International has launched a new restricted advice service called Fidelity Wealth Management.

The new service will build upon Fidelity’s existing wealth and retirement services, bringing them together in a centralised offering for the first time. This will allow customers to benefit from shared tools, insights and experience from across the business.

Fidelity Wealth Management will initially offer investment and retirement services. It has plans to expand upon these in the future with the addition of estate, tax optimisation and financial planning services.

Advice can be arranged as a single meeting or reviewed annually, and through several channels depending on a customer’s preference, including telephone or video conferencing.

Simon Gibbons, head of UK wealth and personal investing at Fidelity International, said: “There is a continued and growing need for financial advice services which help consumers to optimise their wealth as effectively as possible.

“The introduction of pension freedoms, increased longevity, and the transfer of wealth within generations means this is particularly acute amongst those planning for retirement. Fidelity Wealth Management builds upon our existing wealth and retirement experience, allowing us to offer even greater support and peace of mind for those customers seeking advice.”

Customers will have the opportunity to discuss their requirements during a free, no obligation initial meeting with Fidelity Wealth Management. After that they can decide whether to proceed with the services discussed and will only be charged for the services they agree.

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