Your customer service rep ( Duncan) gave me outstanding customer service concerning my problem concerning not being able to withdraw cash from my investment ISA account. He was really friendly yet p... See more
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Myself and my wife have been with Fidelity for a number of years. For me what started as a bit of a financial hobby has turned a good return. From researching finds on fidelity platform and others I made my own choices. Have made multiple switches over the years. Always found it very easy and statement showing all the necessary information.
The best though was, we had to draw down the accounts rapidly for a house move, After completion then having to add back in and switch cash isas into the accounts. It was all very straight forward. When I needed a little advice, the calls were answered swiftly and the advice received was clear.
10/10

Reply from Fidelity International
I spoke to Sunish. Very polite. Very helpful. ⭐️⭐️⭐️⭐️⭐️

Reply from Fidelity International
I needed to sell shares on line for the first time and was carefully and professionally guided through the process by Rosanta.
Rosanta was exceptionally patient and clear, realising that I am not accustomed to this procedure.

Reply from Fidelity International
Making me feel like the victim of a coercive control abusive relationship. I've been trying to close my pension account with them for over 4 years after becoming dissatisfied with their service. I transferred to AJ Bell who are my existing provider and they are far more reasonable. The issue is that Fidelity keep sending loads of paperwork to my home address showing an account balance of 0.01. Its one penny. I've given an undertaking that I don't want it and they can donate it to charity. Every year, I try again and they first of all lull me into a false sense of security by saying they can close the account and give the 0.01 pence to charity and then they call me back later, as if to mock me and say that thy cant really do this after all as their systems wont allow them to and I will continue to get this annual pension statement from an account which has been closed for the rest of my life. I am seriously concerned at what will happen to my personal data when my home is sold in the next few months and strangers get my personal details every year. and a statement showing 0.01. I don't want the payment into my bank account as HMRC will undoubtedly question why I'm receiving a payment from more than 1 pension fund. Having been the victim of domestic abuse in the past, I'm now at my wits end as this has triggered me so much I can no longer concentrate on revising for my exams. All because of one penny. Are we living in a civilised country or one characterised by automated abuse? Suffice to say, I can no longer recommend nor trust Fidelity after the prolonged campaign of confusion abuse I have suffered with them. My late father who was a local bank manager once told me that Fidelity are one of the only trustworthy pensions and investment companies. If he was alive he would no doubt be reminding Fidelity that customer trust, once destroyed by faulty computer systems, can never be restored.

Reply from Fidelity International
Being able to talk to a real person for help and advice.Not everyone is comfortable with computers and Fehe ? was extremely clear patient and helpful.

Reply from Fidelity International
I found the gentleman who dealt with me very helpful, conscientious and polite. He explained all the processes clearly.

Reply from Fidelity International
I’ve just called & spoken to Maria.
I called regarding a basic enquiry relating to my pension being moved from Fidelity to another company.
After a 25 minute phone call having been placed on hold 3/4 times, Maria refused to transfer me to a manager, refused to give me the managers name, refused to log a complaint & then terminated the call without reason.

Reply from Fidelity International
My call was answered quickly and Raymond was pleased to help. The call took some time as I asked for confirmation of my fund transactions since December 2021. I was given a detailed list of dates and amounts of acquisitions, as required by my accountants.

Reply from Fidelity International
The representative was very supportive and patiently walked me through the steps I needed to complete

Reply from Fidelity International
I completed 2 x stock transfer documents . One of the applications was making no progress.
Shannon in customer service was very pleasant , patient and efficient . Shannon said she would speak with the necessary department to prevent any further delays and call me back by the end of the week .
I will update the reviews following the call back and the outcome.
Dm

Reply from Fidelity International
The lady I spoke to was very helpful and pleasant, she completed my deal with no problems. Fantastic company.

Reply from Fidelity International
The Gentleman was extremely helpful,and had a lot of patience with me ,most impressed how he handled my request ,10 out of 10

Reply from Fidelity International
I had a problem logging into my account. It was a simple problem - the login procedure had changed since the last time I used my account. The Customer Services agent, Maebh, explained things clearly and stayed on the line while I went through it all. Thanks.

Reply from Fidelity International
Aida was so helpful and talked me through what I needed to know. Patient and so pleasant throughout the phone call we had.

Reply from Fidelity International
I couldn’t access my account on line. The person I spoke to at Fidelity was patient, helpful and sorted my problem. Thank you.

Reply from Fidelity International
Once I got through, I experienced a very efficient service. I was able to complete a complicated transaction without issue - thank you!

Reply from Fidelity International
Couldn't fault assistance given. Roderic, was patient, friendly and sorted out connection issues I was experiencing with their platform. Thank you

Reply from Fidelity International
I've been trying to get my full name corrected on my account for almost 2 months - highly frustrating that I can't get this simple change over the line so that I can transfer to another platform for once and all.
High fees, slow, I wouldn't recommend with the wider choice of platforms out there today.

Reply from Fidelity International
I was nervous about setting up a Stocks and Shares Tracker ISA, and both agents helped me enormously. The first one put me on to Duncan who was clearly an experienced broker. He calmly and patiently talked me through the options (never advising, just guiding me to what I wanted). In the end I picked the simple Fidelity UK Stocks and Shares ISA, which I'd always wanted, but was confused by all the choices. Thank you, Duncan.

Reply from Fidelity International
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