An Equity Release Service for Professional Advisers from MaxLyte Financial
If you don’t have a licence to provide advice on Equity Release schemes – then the service offered by Peter Maxwell-Lyte is designed to help you plug the gap
Equity Release is big business – as it represents an important solution for a varied array of client scenarios. It is growing in popularity and is a key advisory option for any professional adviser to have in their armoury.
If you want to have the Equity Release option working within your business, then Peter’s service is likely to be highly attractive.
Peter Maxwell-Lyte is an experienced Equity Release Specialist who understands the professional adviser market, because that is exactly what he is himself – a Life and Financial Planner.
As a member of the Equity Release Council he has an unrivalled understanding of how and when Equity Release solutions can be made to work, plus – crucially – how these can fit in with wider financial planning requirements.
His forte is working with other professionals, who do not have the requisite licence – where he can arrange the Equity Release solution leaving the broader work to the client’s adviser.
This joint venture approach is based on Peter’s principle of sharing revenue from any fees derived from the Equity Release solution, leaving you to benefit from all of the fee income from your other work for your client.
With his Financial Planning experience he will often find other opportunities for you to pursue.
Throughout any dealings with any client Peter will keep you copied in on all correspondence and communications.
If you would like a copy of our Brochure for Introducers please complete the box below:
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