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.
Michael R. Lumley, APFS, Cert CII (FS)
Senior Partner & Chartered Financial Planner
Richard S. Baxter, ACII, DipPFS, Cert CII (FS)
Partner & Chartered Financial Planner
Richard S. Waters, Cemap, Dip.F.A., AwPETR
Independent Financial Planner
Adele Bestwick, ACII, FPFS
Chartered Financial Planner
Oliver M. Lumley, DipPFS, BSc (Hons)
Independent Financial Planner & Investment Analyst
Molly A. Lumley
Paraplanner & Investment Analyst
Claire Crabtree
Client Services
Cyd Fenton
Client Services
Rachel Garside
Client Services