Financial Planning Since 1969
Chartered Financial Planners in Huddersfield
Lumley Baxter Asset Management LLP is a Chartered firm of financial planners based in Huddersfield, established in 1969. As a third-generation family business, we provide bespoke financial planning and wealth management with decades of experience and a strong reputation across Yorkshire.
About Us
A Family-Run Firm Dedicated to Your Financial Future
Since 1969, Lumley Baxter Asset Management LLP has provided a traditional, bespoke service advising and managing the best financial solutions for our clients. Our philosophy remains the same today with the third generation continuing to deliver personalised advice and support.
Chartered-Level Expertise
Our Chartered status reflects proven expertise, rigorous training, and a commitment to high standards.
Tailored Financial Guidance
We offer personalised advice and long-term support, always focused on your individual needs.
Our Services
Specialist Financial Planning Services
We provide clear, tailored financial planning designed to protect your wealth and support your long-term goals. Whether you’re building assets, drawing an income or planning for the next generation, our advice is always aligned with your best interests.
Pensions & Retirement Planning
We help you build, review and draw your pension in a tax-efficient way, so you can enjoy a secure and comfortable retirement.
Investment Management
Structured, diversified portfolios aligned with your risk profile and objectives, monitored and reviewed on an ongoing basis.
Protection & Insurance
Advice on life cover, critical illness and income protection to help safeguard you, your family and your business from financial shocks.
Inheritance Tax & Estate Planning
Strategies to manage inheritance tax, pass on wealth efficiently and support the people and causes that matter to you.