WHO ARE MAXLYTE FINANCIAL?

Peter Maxwell-Lyte

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.

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 deeper understanding of a client’s lifestyle aspirations, goals and especially, their values.

It is linking the financial aspects to their life goals, which makes Peter’s approach different and changes the nature of the relationship.

In many ways, this is life planning.

The importance of being able to help clients and their families in appropriate circumstances – release value from their properties, if required in later life, is an important part of the work undertaken in many cases.

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

The Principles For Investment Success and Wealth 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. Every pound that you pay in costs and charges comes directly out of your potential return.

Discipline

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

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