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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Reply from Fidelity International
The investment world has left them behind..antiquated systems, processes and a platform that is aimed at professionals rather than the consumer. So many providers have surpassed Fidelity in their consumer proposition. Fidelity are exactly why people are scared to invest - opaque platforms and language to over complicate what could be a simple industry to offer better customer outcomes. The service is also atrocious - they need to remember that they manage other peoples money. Still no response to my complaint made 6 weeks ago. EDIT: Complaint ref PI - 8675606.: FURTHER EDIT: contrary to what you claim below, you have not reached out to me. This is not true. Its been well over 8 weeks since I first raised a complaint and I have sent several chasers, which you have completely ignored. why are you lying?

Reply from Fidelity International
A company still living in stone age asking to print paper and post forms physically. Here we are embracing AI and Fidelity hasn't yet reviewed their outdated internal process. They accept transfer in form online but exit reimbursement fee needs to be manual. Emails sent/Complaints raised with no response

Reply from Fidelity International
Duncan was excellent in every respect throughout our contact.
Initially he explained that he would speak slowly and clearly. This was a most refreshing change - normally every time I contact a company I have to ask the agent to speak slowly and clearly.
Duncan was extremely patient with me. He took the time to explain everything very clearly and always he checked that I had understood everything, whether I had any questions, and whether I was happy to proceed with the transactions discussed.
I could not have wished for a better experience, and I am most grateful to Duncan.

Reply from Fidelity International
Your agent was very patient and very polite and helped me to a successful conclusion.

Reply from Fidelity International
not long to wait on the phone. My query was addressed clearly.

Reply from Fidelity International
I’ve been working to transfer my HL SIPP pension to Fidelity so I can keep everything in one place. The process has been a bit complex – particularly around ID verification and slightly mismatched addresses, which led to a rejected application from HL.
Each time I’ve contacted Fidelity to follow up, the team has provided clear updates and proactively guided next steps. On one occasion, I was even connected with the same person I had spoken to previously, which created a consistent and personal experience – something quite unusual for a call centre.
More recently, I’ve also been exploring potential funds to invest in. I found the guidance on the website, via the virtual assistant Freya, to be very helpful. While it can't legally provide investment advice, the links shared signposted relevant funds based on my needs.
All of this has made a difference to me, particularly as someone who is neurodivergent, finds administrative tasks challenging, and isn't sure where to start when making investment decisions.

Reply from Fidelity International
The lady I spoke with was very helpful throughout our conversation

Reply from Fidelity International
The lady I spoke to (Miriam) was very understanding with my limited PC capability which was very much appreciated.

Reply from Fidelity International

Reply from Fidelity International
Very good customer service.
Explained things really clearly and very helpful at talking through how to deal with my query.

Reply from Fidelity International

Reply from Fidelity International
Raymond was so helpful. He put my mind at rest. Very professional a credit to Fidelity.

Reply from Fidelity International

Reply from Fidelity International
I was in a real muddle and the Fidelity team sorted the problem straightaway. Great service!

Reply from Fidelity International
World class service by Chloe who guided me through some complex issues over the phone. Would highly recommend.

Reply from Fidelity International
So incredibly helpful and love their service

Reply from Fidelity International
Despite asking for and having the cash withdrawal limit lifted (or so I was told by Raymond), I was unable to place the order on line to withdraw some of my cash in my ISA account and transfer it to my bank account.
I was therefore forced to phone Fidelity again and carryout the procedure over the phone which is a fairly tortuous procedure.

Reply from Fidelity International
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