The Onboarding Process & Your Service Team
Becoming a Client
Fisher Investments UK’s onboarding experience is designed to be as easy as possible. We start by listening to you—getting to know you and your unique financial situation and objectives. This allows Fisher Investments UK’s parent company, Fisher Investments, which is based in the United States, to tailor a portfolio designed to help you reach your goals. Then, we’ll walk you through every step of the onboarding process, from account opening to strategy implementation.
Ready to Start Your Journey to a Better Financial Future?
Once you’ve decided Fisher Investments UK is right for you, we’re here to make becoming a client as seamless as possible. Our simple, personalised onboarding process is designed to be straightforward and collaborative. It is designed to give you confidence and peace of mind that your financial future will be handled with care and experience.
Becoming a New Client
The start of your financial journey with us is a personalised process designed to prioritise your unique needs, financial situation and long-term goals. Below is a step-by-step process of what to expect as you become a new client.
1. Initial Consultation
Begin your journey with Fisher Investments UK by requesting an appointment to speak with an experienced Private Client Director. We’ll take the time to learn about your financial goals, unique circumstances and current investments, and together, we will determine if we are the right fit for you and your long-term goals. The better Fisher Investments UK knows you, the better we can tailor an investment strategy to your unique financial objectives.
2. Financial Summary & Portfolio Recommendation
Your Fisher Investments UK Private Client Director will share details from your introductory meeting with a Fisher Investments UK Analyst in the Private Client Advice group who will create a financial plan and portfolio recommendation tailored to you.
3. Confidential Client Agreement (CCA)
Once you’ve discussed and approved your portfolio recommendation with your Fisher Investments UK Private Client Director, you will complete a Fisher Investments Confidential Client Agreement and formally become a client of Fisher Investments.
4. Client Service Team Introduction
Next, you’ll be introduced to your Fisher Investments Client Service Team, your primary points of contact with Fisher Investments and liaisons to the strategic portfolio decision-makers, the Investment Policy Committee (IPC).
5. Account Set-Up & Funding
Fisher Investments will assist you in establishing your account(s) with large, well-known third-party financial institutions who will be your custodian and hold your assets. To make the process as simple and seamless as possible, Fisher Investments UK will help you complete any necessary paperwork to establish your account(s) and initiate transfers.
6. Strategy Implementation
Once your account(s) are funded, Fisher Investments will implement your tailored strategy based on the recommendation you approved prior to signing Fisher Investments’ Confidential Client Agreement.
7. Ongoing Support
As a Fisher Investments client, you’ll receive world-class client service and support tailored to you. This includes exclusive client communications to keep you informed about Fisher Investments’ latest views on capital markets, along with access to financial planning and inheritance planning offered by Fisher Investments UK’s Private Client Advice Group.
What to Expect in Your First Year as a Client
After the implementation of your portfolio strategy, you’ll receive regular, relevant portfolio and market insights via a wide variety of exclusive, on-demand, proactive communications (more details here). In addition, here are a few of the other resources offered to Fisher Investments clients, with some curated exclusively for new clients:
- Financial planning resources and support offerings from Fisher Investments UK’s Private Client Advice Group.
- Fisher Investments’ Client Programmes include exclusive in-person and virtual investor education events to keep you informed on our latest thoughts on capital markets
- Live and on-demand client webinars on everything from broader market updates to special financial planning topics and more.
Evolving with You to Keep Your Goals on Track
As a client of Fisher Investments, on a quarterly basis, your Client Service Team will reach out to you to share updates on our current market forecast, discuss your strategy and assist with any financial needs. What if your financial goals or circumstances change? Life happens. We understand that. If your circumstances change, please let Fisher Investments know so we can keep your portfolio aligned with your long-term goals and objectives.
Contact Us
Learn why 190,000 clients trust Fisher Investments and its affiliates to manage their money and may be able to help you achieve your financial goals.
As of 30/09/2025. Includes Fisher Investments and its affiliates.
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