Verified recordFinancial Services

Max Dymoke

Financial Associate at Lumin Wealth

Based in London, United Kingdom

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Seniority

Staff

Department

Finance & Accounting

Location

London

Industry

Financial Services

Company size

81

Contact information

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Email

1 credit

m•••••••@luminwealth.co.uk

Phone

5 credits

+44 ••• •••• ••••

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Background

About Max Dymoke

Profession: A Financial Planner working at Lumin Wealth with the aspiration of achieving the Chartered Financial Planning status in the coming years. Lumin Wealth is an award-winning financial advice firm with access to a wide range of solutions to suit a client's needs and priorities. We look to combine personable financial advice with professional investment management in order to achieve a client's needs and goals. Our in-house investment management provides our clients with a cost-effective service that is founded on long-term views, a disciplined strategy and active management. This discretionary portfolio management approach eliminates the stress of retail investing as investment decisions are implemented on their behalf in a timely manner, and are supported with detailed quarterly Investment Review reports. Personal: Keen sportsman with particular interests in Golf, Cricket, Squash, Tennis and Racquets. At current, I am a member of Queens Club London and Worplesdon Golf Club.

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