Max Dymoke

What is your average day like:‍

As an independent financial adviser, my role is centred on delivering tailored, client-focused financial strategies. A significant part of my day is dedicated to supporting existing clients; reviewing their portfolios & risk profiles, ensuring their investment strategies remain aligned with their evolving goals, and identifying new opportunities to help them meet their long-term objectives. I remain committed to ongoing education, continuously monitoring financial and geopolitical developments that may influence market dynamics and client outcomes. This research, combined with the insights of our in-house investment team, enables me to provide balanced, well-informed, and unbiased recommendations - particularly valuable to prospective clients assessing their financial planning options. In addition to client work, I actively maintain and expand a strong professional network, fostering relationships that offer access to value-added resources and specialised expertise for the benefit of my clients. Keeping up to date with the latest legislation, regulatory changes, and industry trends is a daily priority, ensuring that the advice I deliver remains compliant, relevant, and forward-thinking in an ever-evolving financial landscape.

What do you like most about your job?

What I enjoy most about my role as a financial adviser is the opportunity to truly connect with families on a personal level. I take the time to understand their unique circumstances, values, and aspirations so I can design financial strategies that are carefully aligned with their medium and long-term goals. It's incredibly rewarding to know that the work I do has a meaningful and lasting impact on their lives; whether it is as simple as helping them plan for retirement, fund their children's education, or build generational wealth. No two families are the same, and that’s what keeps the work both challenging and engaging. Each client presents a unique set of objectives, which often requires a level of critical thinking and creative problem-solving. Sometimes, the best solutions are abstract in concept but elegant and simple in execution. That blend of technical skill and human connection is what makes this profession so fulfilling to me.

How long have you worked in Financial Services

I began my career in financial services in December 2021 as a paraplanner, quickly attaining the Level 4 Diploma in Regulated Financial Planning (DipPFS). Since joining Lumin Wealth as an independent financial adviser in December 2022, I have continued to advance my technical knowledge, achieving the Level 6 Advanced Diploma in Regulated Financial Planning (APFS). I remain committed to ongoing professional development and continuously enhancing my expertise to provide the highest standard of advice and support to my clients.

Meet with Max Dymoke

What Max's clients have to say

Rebecca

Max has always given me excellent advice and shown real compassion. I trust him fully and can’t recommend him enough.

James

He gives the right advice at the right time and always considers what’s best for me and my investments.

Eliane

Max helped me through a sensitive, complex situation with true professionalism and care. I’m so grateful for his support.

David

A friend recommended Max and I’m glad I listened. His understanding, honesty, and guidance have been invaluable.

Flora

Since my husband’s passing, Max’s support has been exceptional. I don’t know how I’d have managed without his help

These testimonials are from current clients of advisors in the Trusted Advisor Network. No compensation (non-cash or otherwise) was provided in exchange for these testimonials. Trusted Advisor does not have any material conflict of interest with the persons giving these testimonials.

Max Dymoke is an Independent Financial Adviser at Lumin Wealth, holding the Level 6 Advanced Diploma in Financial Planning (APFS). Known for his client-first approach, Max specialises in building tailored, forward-thinking financial strategies grounded in professionalism, compassion, and technical expertise. He works closely with individuals and families to help them navigate complex financial decisions—from retirement and education planning to investment and inheritance strategies. Beyond his advisory role, Max remains actively engaged in continuing education and market research, ensuring his clients receive relevant, high-quality advice. A passionate sportsman, Max holds a world ranking in rackets and brings the same focus and dedication from the court to his financial practice.

Meet with Max Dymoke

Thank you! Your submission has been received!

Oops! Something went wrong while submitting the form.