Founded in 1969 by Robert Lumley, Lumley Baxter has been a family business for almost 50 years providing financial advice shaped by three generations of experience.

  • Robert Lumley & Associates was established in 1969 by Robert Lumley. Robert began his financial services career at Sun Life of Canada Co. in the late 1950s, becoming the manager of the Sheffield branch and going on to win coveted awards for his performance and advice.
  • The business was a family business from day one, with Sally, Robert’s wife, working alongside her husband prior to the arrival of their three children – Caroline, Robert Jr. and Michael.
  • Robert Lumley & Associates goes from strength to strength throughout the decade and takes the opportunity to purchase the office premises in order to accommodate the company’s rapid growth.
  • All three of Robert’s children join the family business. Although Caroline and Robert Jr. left to pursue alternative careers, Michael works here to this day.
  • After Robert’s retirement in 1998, Michael took over control of the family business and became Senior Partner.
  • Dereck Tasker, Chartered Accountant, joins the business team.
  • In 2008, Richard Baxter, having known Michael for nearly 20 years, joins the team and Lumley Baxter Asset Management LLP is born.
  • Michael’s own three children join their father gaining valuable work experience and Michael’s wife, Caroline, also helps out when needed.
  • Richard Waters joins the team in 2012 and Adele Bestwick, Chartered Financial Planner, joins in 2016.
  • Robert’s eldest, Caroline, returns to Lumley Baxter in 2016.
  • The family business continues to flourish as its third generation, Michael’s youngest Molly, joins as an Investment Analyst.
Get In Touch

Lumley Baxter Asset Management LLP

22 John William Street, Huddersfield, HD1 1BG

T (01484) 421428

E office@lumleybaxter.co.uk

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