Client Service

We understand that providing our clients with a first-rate administration and reporting service is a key part of building a successful relationship.
 
Your relationship with Fidelity is headed by a Relationship Director who is supported by a Client Services Manager. They are responsible for providing day-to-day contact on investment, administration and operational issues, and delivering reviews of your overall portfolio. You can rest assured that all aspects of account management, reporting, product and service analysis, and client documentation are always handled efficiently and on time.
 
Our reporting facility includes:

• Monthly statement and valuation
• Quarterly Investment Reviews
• Annual Report and Accounts (if appropriate)