The Equity Release Specialists
Your Guide
Investment Success
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.
Click here to download the Equity Release Market Report Spring 2018.
Vanguard in “The News” – this Sunday Times article about Vanguard's founder, John Bogle, will explain why MaxLyte Financial recommend their funds.
MaxLyte Financial
MaxLyte Financial Limited offers assistance in the following areas:
- Maintaining Your Accumulated Wealth
- Minimising Investment Risk
- Cash Flow Modelling
- Releasing equity held in property
- Increasing Return on Investments
- Understanding Tax Advantages
- Retirement Security Concerns
- Long‐Term Financial Planning
- Private Medical Insurance
- Long Term Care
- Wills and Lasting Power of Attorney
- Pre-arranged Funeral Plans
- Inheritance Tax Planning
- Fixed Price Probate and Estate Management
There are four fundamental principles that can help you stay on track:
- 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.
- Cost: You can’t control the markets, but you can control how much you pay to invest. MaxLyte charges 1% a year with no up-front fees.
- Discipline: Emotion can disrupt the plans of even the most sophisticated investor. Discipline and a long-term view helps you stick to the plan.
