Our Financial Consultants / Paraplanners
Max Dymoke
Senior Financial Consultant & Team Leader
Max is an experienced financial planner who holds the Advanced Diploma in Regulated Financial Planning. He specialises in trusts, insurance protection, and structuring tax-efficient investments to support long-term financial goals. With a strong focus on personalised advice, Max is passionate about creating tailored financial plans that reflect each client’s unique circumstances and objectives. Known for his clear, professional approach, he is committed to helping clients make informed decisions and achieve lasting financial confidence.
Qualifications
Business, Enterprise and Entrepreneurship (BA Hons), University of Oxford Brookes, APFS
Insights by Max Dymoke
You’ve inherited a lump sum – what now?
It’s an emotional and potentially life-changing moment. But without a clear plan, the risks of not optimising your inheritance is significant. Here’s how you should approach it.
Ask our expert: Your financial planning questions answered
Financial Consultant Max Dymoke answers readers’ questions on
withdrawal rates in retirement, gift inter vivos insurance policies,
and the tax pitfall to watch out for when gifting the family home.
How to deal with an inheritance tax liability if you inherit a large sum
Coming into an inheritance can lead to unexpected tax problems. But a gifting strategy and tax-efficient investing via pensions can mitigate these issues. Early planning can avoid this scenario altogether.
