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Fidelity International launches new wealth service

by LLB Editor
13th Jan 21 11:15 am

Fidelity International has today announced the launch of its new restricted advice service, Fidelity Wealth Management, to support customers’ simple, evolving and complex financial needs.

Fidelity Wealth Management will build upon Fidelity’s existing Wealth and Retirement services, bringing them together in a centralised offering for the first time to allow customers to benefit from shared tools, insights and experience from across the business.

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

Its flexibility means customers can select the services which are most relevant to their needs, as well as how frequently they speak with an adviser.

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