We offer wealth advise which is specifically suited to your individual circumstances.
Choosing the right savings and investment products can be a daunting task. Some savings and investment products may be suitable for you and some may not. As your personal and financial circumstances change over time, so will your savings and investment needs. We will be able to explain the choices available to you in simple language allowing you to make an informed decision.
We will guide you through the basic elements of investing – risk and return, diversification and your attitude to risk – and ensure you understand what’s at stake. Your Symmetry Consultant will get to know you, your personal and financial circumstances, financial plans and your attitude to and capacity for investment risk – products like investment funds, for example, can contain a level of risk that you need to be aware of.
We will guide you through the process of setting up your savings and investment product and help you to make sense of charges, tax on returns and investment risk.
We will advise and assist you in developing a well-researched and structured savings and investment portfolio that is compatible with your attitude to and capacity for investment risk and is designed to achieve your goals as far as possible. Ultimately, we will ensure you choose the products best suited to you.