Fidelity Adviser Solutions
Willingness to recommend
About the provider
Established in 2000, Fidelity Adviser Solutions is a leading investment and retirement services platform committed to building long-term relationships with advisory firms to offer a comprehensive range of investment products (GIA/ISA/Pension/Offshore Bonds) to their clients. Making advisers’ lives easier and their firms more efficient whilst providing a great end-investor experience is at the heart of what we stand for. Our goal is to help firms build strong, profitable and sustainable businesses and to support them through any challenges that may arise.
In addition to supporting in excess of 7,000 collective and exchange traded investments, we provide advice firms with access to over 90 DFM’s and innovative financial planning software . These not only improve efficiency but also enhance the client experience. End-Investors have full access to their portfolios through a secure portal and highly-rated App.
We are proud to serve ~5,000 adviser firms while administering £46.8 billion on behalf of over 357,000 clients*. We secured ‘Best Platform for Advisers’ at the Professional Adviser Awards 2023.
* All figures as at 30/9/23.
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Part of Fidelity International, a private, family owned business
£46.8bn as at 30th September 2023
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Integrates Both Ways
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No integrations available for Cashflow Modelling
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