Lumley Baxter began life in 1969 as Robert Lumley & Associates. Founder Robert Lumley’s aim was to provide independent advice on a personal, bespoke basis and our business values remain the same today.
Robert’s son, Michael, joined in 1982 to continue the Lumley family tradition and he would go on to become one of the first advisers in the country to qualify in Advanced Financial Planning. Richard Baxter joined in 2008 and Lumley Baxter Asset Management LLP was born.
We know what you don’t want
These days there are many faceless companies offering financial advice via the internet. This usually comes without any human interaction. A lot of these companies seek to bring in as many clients as possible at the expense of personal service – but we are different.
Lumley Baxter remains dedicated to providing a traditional bespoke service. This means that we meet you face to face, and take time to get to know you and your needs. We then use our expertise to find the best financial solution for you.
No matter what your needs, you can be sure that Lumley Baxter is on hand to provide the right financial help and advice.
The true value of experience
Over many years experience of serving clients in and around Huddersfield and Yorkshire, we have learned a great deal and are now very much specialists in our field. As a result, our clients know they can trust us with their financial planning and they also find peace of mind in knowing that we are always here to help them. Whatever changes technology brings, nothing will ever surpass a truly personal service.
Chartered status- what it means for you?
We are a Chartered firm of financial planners. This means we have satisfied rigorous criteria relating to professional qualifications and ethical good practice. It means you can be confident that you are dealing with one of the UK’s leading firms that is wholly committed to providing you with the best possible advice, service and support.