How We Work?

Here at Lumley Baxter, we understand that your financial needs are unique. With this in mind, we know there is no such thing as a ‘one size fits all’ solution when it comes to planning for the future.

Your relationship with us starts from the initial contact with one of our expert advisers. During this initial consultation, we listen closely to your needs and take the time to understand what it is you wish to achieve. Whether you want to save for retirement, make shrewd investments or improve your finances in general– we are here for you.

Helping you achieve your goals

Once we have a clear picture of your aims and goals, we then explore the options available to you. We forecast your potential savings and expenses with each possible course of action, before making our recommendation.

Our recommendation could be a single piece of expert advice on a specific goal. It could also take the form of a comprehensive plan that incorporates every aspect of your financial health. We ensure that you are fully aware of all potential risks and opportunities before we proceed.

Once we have agreed on the right plan of action, we then set about making your assets work for you. We regularly review your progress and make any changes as needed. At every stage, you remain in complete control.

Meet The Team
All Our Team >
Why Us
  • Founded nearly 50 years ago, Lumley Baxter is a family business with a long history
  • We offer expert advice for pensions, investments, financial protection and more
  • We have over 100 years of combined experience as financial advisors and insurers
  • The company boasts a wonderful reputation in and around Huddersfield and Yorkshire.
  • We remain dedicated to truly personal customer service
Opening Hours
Mon 9.00am - 5.30pm
Tues 9.00am - 5.30pm
Wed 9.00am - 5.30pm
Thurs 9.00am - 5.30pm
Fri 9.00am - 5.30pm
Sat & Sun Closed
Get In Touch

Lumley Baxter Asset Management LLP

22 John William Street, Huddersfield, HD1 1BG

T (01484) 421428


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