Fidelity launches restricted advice service; no plans for regional offices

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Sophie King
clock • 2 min read

Fidelity International has launched a new restricted advice service as it looks to rival other vertically integrated offerings.

Fidelity Wealth Management said the proposition brings together a centralised offering to allow customers to benefit from shared tools, insights and experience from across the company. The firm joins life company and adviser platform rivals Standard Life, Aviva and Quilter in the restricted advice market. The service currently has five advisers who specialise solely in offering safeguarded benefit transfers, lifetime allowance and retirement income advice, and are supported by four pension transfer specialists. Another six advisers will be joining later in January and they will focus on ...

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