Discover if equity release is right for you with A Guide To Equity Release and keep track of all your assets and important information with My Life Book. Goals: The investment process begins by setting measurable and attainable investment goals and developing plans for reaching those goals. Balance: Develop a suitable asset allocation using broadly diversified funds, limiting exposure to unnecessary risks.
Unlike other equity release specialists, we provide personalised equity release calculations based upon your own circumstances. 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. Contact us to discuss what investment and equity release could do to help you achieve your life goals.
Unlike other equity release specialists, we provide personalised equity release calculations based upon your own circumstances. 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. Contact us to discuss what investment and equity release could do to help you achieve your life goals.
Services
MaxLyte Financial was founded and is run by Peter Maxwell-Lyte. The business specialises in helping individuals with made-to-measure financial plans, with a particular emphasis around Later Life planning. True Financial Planning, as practised by Peter, is built on a deeper understanding of a client's lifestyle aspirations, goals and especially, their values.
Many mortgage brokers and other Independent Financial Advisers have become "Introducers" for MaxLyte Financial, by referring their clients to us for lifetime mortgages and equity release products, which they are not regulated for. In return the Introducer receives a generous 50% referral commission for each successful referral.
We provide a highly focused service for you when you come to us for advice. We need to know exactly what you want for your future. That's why we listen very, very carefully, when you tell us why you think equity release is the best route to achieve it. You tell us all about your available income, assets and investments apart from the value of your house.
Not all companies can qualify for BPR. For example, BPR only applies to companies not listed on the main London Stock Exchange. Companies must also be trading rather than investment companies, and they must not deal in stocks and shares, land or buildings. Choosing the right BPR-qualifying investment could be a complicated business.
Asset allocation is an investment strategy, which tries to balance risk against reward by adjusting the percentage of each individual asset in the investment portfolio to suit the client's tolerance to risk, the length of time they anticipate holding the investments, and what their life goals are. With asset allocation we therefore concentrate on the overall portfolio of investments, rather than any individual investment.
Reviews (3)
Emblog Umanah
Nov 17, 2021
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Sep 02, 2021
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Aug 26, 2021
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