For more than 50 years, Lumley Baxter Asset Management have helped generations of families and their beneficiaries with financial plans. Consequently, we understand that personal requirements are unique to our clients and thus organise your financial arrangements to be optimal for you.
Our ongoing advice, service and reviews ensure your aims and objectives are achieved and your income and capital needs are met. We will keep you updated with regulatory or legislation changes.
For us you will always be a name, not a number.
Since August 2014 we have run our own model portfolios. The chart below shows the performance of their performance against the FTSE100.
The value of an investment may go down as well as up and you may not get back the money you invested.