About Us
About Lumley Baxter Asset Management
We are a family-run Chartered Financial Planning firm with over five decades of experience serving individuals and families across Yorkshire.
Since 1969, Lumley Baxter Asset Management LLP, based in Huddersfield, has provided a traditional, bespoke service advising and managing the best financial solutions for our clients. Today, our philosophy remains the same with our third generation providing independent, personalised advice and assistance to clients.
As Chartered Financial Planners, we have a professional commitment to raising standards of knowledge and technical competency which means you can expect the highest quality service. Having satisfied rigorous criteria, you can be confident that you are dealing with Chartered Financial Planners who are wholly committed to providing you with the best possible individual financial plan.
- Chartered advice backed by rigorous training and professional standards
- Advice delivered in line with industry best practice and FCA standards
- Proven experience supporting individuals and families across Yorkshire
Our People
Meet the Lumley Baxter Team
Behind Lumley Baxter is a dedicated team of advisers and support specialists who share the same goal — delivering independent, long-term financial guidance you can rely on.
Oliver M. Lumley
APFS, BSc (Hons), IMC
Partner, Chartered Financial Planner & Investment Analyst
