Max Dymoke — Independent Financial Adviser in London
About Max Dymoke
Max Dymoke is an Independent Financial Adviser at Lumin Wealth, with a strong focus on providing clear, personalised financial advice tailored to the individual needs and objectives of his clients. He works closely with individuals, families and business owners to help them navigate complex financial decisions and build effective strategies for their long-term financial security. Max holds the Level 6 Advanced Diploma in Financial Planning (APFS), reflecting his strong technical knowledge and commitment to maintaining high professional standards. His areas of expertise include trusts, protection and insurance, tax-efficient investment structures, retirement planning, inheritance planning and wider wealth management. Taking a client-first approach, Max believes that good financial planning starts with understanding each client's circumstances, priorities and ambitions. He focuses on developing practical, forward-thinking strategies that are designed to evolve as clients' lives and financial circumstances change. His approach combines technical expertise with clear communication, ensuring clients understand their options and feel confident in the decisions they make. Max is also committed to ongoing professional development, continuing education and keeping up to date with developments across financial markets and the wider advice landscape. This allows him to provide informed, relevant advice while maintaining a strong focus on delivering long-term value for his clients. Outside of financial planning, Max is a passionate sportsman and holds a world ranking in rackets. His competitive background reflects the same focus, discipline and dedication that he brings to his professional career, with a strong emphasis on preparation, attention to detail and achieving the best possible outcome.
Services
- Retirement planning
- IHT planning
Specialisations
- Retirement Planning
- Tax Planning
- Inheritance Tax Planning
- Investment Management
- Pension Planning
- Insurance
- Protection Planning
- Trust Planning
Qualifications
Advanced Diploma in Regulated Financial Planning (APFS)
Regulation
Max Dymoke is FCA-verified (firm: Lumin Wealth).
Frequently Asked Questions
Is Max Dymoke an FCA-regulated financial advisor?
Yes. Max Dymoke is FCA-regulated and verified by Trusted Advisor. We re-check every advisor's FCA status regularly to make sure their authorisation to give regulated advice is current.
What services does Max Dymoke offer?
Max Dymoke offers Retirement planning, IHT planning. You can see the full list of services on this profile, or book a free initial call to discuss your situation in more detail.
How much does it cost to use Max Dymoke?
Fees vary depending on the service, the complexity of your situation and the assets involved. Max Dymoke will explain all fees clearly before you commit to anything, and the initial consultation booked through Trusted Advisor is free.
What is the difference between an independent and a network financial advisor?
Max Dymoke is an independent financial advisor, which means they can recommend products from across the whole of the UK market without being tied to any single provider. This generally allows for more impartial advice.
How do I book a consultation with Max Dymoke?
Click "Book a Consultation" on this page to choose a time that suits you. The first call is free and there's no obligation. If you'd prefer, you can also message Max Dymoke directly through the contact form.
Does Max Dymoke work with clients outside London?
Many of the advisors on Trusted Advisor work with UK clients remotely as well as in person. Max Dymoke is based in London but you can confirm preferred meeting locations and video options when you book your initial call.