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Choosing the right partner for your business

Meeting Consumer Duty requirements and delivering good client outcomes are essential for advice firms. With 26 years of experience in the platform market, Fidelity Adviser Solutions supports every aspect of client and product administration, alongside a wide range of additional services and support. Their platform is an efficient and cost-effective solution for all advice businesses seeking a long-term partner. Fidelity benefits from being privately owned and financially secure – with a ‘Very Strong’ rating by AKG.

 

Visit Fidelity's due diligence centre

 

 

   
Meeting regulatory expectations


The FCA identifies nine areas that you should consider when selecting a platform including products and pricing, tools and functionality. Fidelity sets out how their platform helps to address each of these areas as well as their ownership structure and financial strength, helping to ease your due diligence requirements.

 

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Keeping you and your clients safe


Cybersecurity has never been more important, with phishing, email scams and data breaches all having risen in prominence across the industry.

Fidelity invests millions in cybersecurity each year and has over 200 documented and independently certified security controls and employs over 250 specialised technicians.

 

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Embracing Consumer Duty


The FCA’s Consumer Duty programme aims to achieve higher levels of consumer protection in retail financial markets.

Consumer Duty sets the standard of care that firms should give to customers. Access Fidelity’s dedicated support materials and resources to help with integrating the Consumer Duty within your firm.

 

Visit the Consumer Duty hub

 

Some of the reasons to trust Fidelity’s service

 

 

   
Exceptional choice and value


Providing the flexibility to meet a broad range of client needs while supporting the delivery of your investment and retirement propositions.

  • Wide range of wrappers to support different client objectives and tax planning needs
  • Over 8,200 investment choices, including crypto ETNs, giving you greater flexibility when constructing portfolios
  • Access to more than 100 DFMs and model portfolio services to help deliver efficient, scalable solutions
  • Flexible Investment and Retirement Solutions capability to support your CIP (Centralised Investment Proposition) and CRP (Centralised Retirement Proposition)
  • Strategic partnership with Standard Life, providing access to the Standard Life Smoothed Return Pension Fund and Guaranteed Lifetime Income plan to enhance your retirement offering

 

 

   
Making it easy to do business 


Helping you save time, improve efficiency and deliver a seamless experience for you and your clients. 

•    Platform built on proprietary technology, giving greater control over enhancements and service improvements
•    Secure client management facility to help you manage client relationships
•    Comprehensive MI and client reporting to support informed business and client decision-making
•    Flexible adviser fee service to support a range of charging models
•    Partnership with ZeroKey to improve integration with third-party technology providers, reducing manual data entry and administrative effort
•    Ongoing customer app developments that enhance usability, improve the client experience and deliver more intuitive digital journeys
•    Dedicated support from Regional Platform Consultants, Business Development Managers and Regional Support Hubs to help you get the most from the platform
 

 

Helping advisers deliver better client outcomes with confidence

Trusted by more than 5,000 advisers and 300,000 clients, the Fidelity platform provides the support, insight and expertise needed to help you grow your business and strengthen client relationships. From technical resources and training to financial psychology, wellbeing guidance and retirement planning insights, helping advisers navigate change and deliver value to their clients. Fidelity’s commitment to the adviser market is reflected in their industry events, attended by more than 3,500 practitioners over the last year, recognised by the Leading Retirement Proposition award at the 2025 UK Platform Awards and reflected in their industry recognition, with awards and ratings demonstrating the strength of their proposition.

 

Visit Fidelity's due diligence centre

 

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