Who Are MaxLyte Later Life Advice?

MaxLyte Financial Limited was founded and is run by Peter Maxwell-Lyte. Later Life Advice is the area of the business where we concentrate on giving people advice on how to deal with their finances in later life - a time when excellent advice is vital. The business specialises in helping individuals with specialist financial plans, with a particular emphasis around Later Life planning.

The planning support provided by MaxLyte Financial revolves around a broader base than the more traditional money-oriented view that has been such a dominant factor in the past. True Financial Planning, as practised by Peter, is built on a deep understanding of a client’s lifestyle aspirations, goals and especially, their values.

It is linking the financial aspects to the life goals, which makes Peter’s approach different and changes the nature of the relationship. In many ways, this is life planning, as opposed to financial planning.

MaxLyte Financial was the first IFA firm to be registered with the Equity Release Council.

The importance of being able to help clients and their families in appropriate circumstances – releasing value from their properties, as it is required in later life, is an important part of the work undertaken in many cases. This is an area in activity few advisers in the UK are able to directly support.

It is this combination of skills and expertise, aligned to the life planning approach which makes MaxLyte Financial different to many other planners or advisers.

Pater Maxwell-Lyte - Maxlyte Finance Ltd.
Peter Maxwell-Lyte

The Principles For Investment Success & Wealth Management

It’s easy to be affected by the latest developments in the markets or the economy, manager ratings or the performance of an individual security. Don’t get caught up in investment “noise”…..investor success is achieved by focusing upon what you can control.

There are four fundamental principles that can help you stay on track:

Investment Goals

The investment process begins by setting measurable and attainable investment goals and developing plans for reaching those goals.

Investment Balance

Develop a suitable asset allocation using broadly diversified funds, limiting exposure to unnecessary risks.

Investment Cost

You can’t control the markets, but you can control how much you pay to invest. Every pound that you pay in costs and charges comes directly out of your potential return.

Investment Discipline

Investing evokes emotion that can disrupt the plans of even the most sophisticated investor. Discipline and a long-term perspective helps you stick to the plan.

See what you get included in a 1% a year fee with no up-front charges at all.

Equity Release Council Membership 2022Statement Of Professional Standing 2022Image