Robert Lumley & Associates was established in 1969 to provide professional, independent financial advice.
Robert Lumley & Associates goes from strength to strength throughout the decade and takes the opportunity to purchase the office premises on John William Street, Huddersfield to facilitate the company’s rapid growth.
Second generation Michael Lumley joins the business as an Independent Financial Adviser.
During this decade, we ran an advisor discretionary portfolio named The Leopard Fund.
In 1998, Michael leads the company as Senior Partner.
Dereck Tasker, Chartered Accountant, joins the team as an Independent Financial Adviser and Partner.
In 2008, Richard Baxter, having known Michael for nearly 20 years, joins the team and Lumley Baxter Asset Management LLP is born.
Richard Waters joined the team in 2012 and Adele Bestwick, Chartered Financial Planner, joined in 2016.
During 2016, both Michael and Richard Baxter achieve Chartered Financial Planner status. Lumley Baxter Asset Management LLP is a Chartered firm in January 2017.
The family business continues to flourish as its third generation, Michael’s oldest, Oliver, and youngest, Molly, join as a qualified Financial Adviser & Investment Analyst and trainee Financial Adviser, respectively.
During 2019, we celebrated our 50th anniversary.
The decade starts with one of the most significant changes in our history as we moved premises to the Mending Rooms at Park Valley, Huddersfield.