We all would like to have enough money available to enjoy life during retirement.  In order to make this a reality, it is vital to seek advice as early as possible.  Sound financial planning means that you will be able to fully appreciate the benefits of retirement without worrying about your income.

At Lumley Baxter, our financial advisers offer a bespoke and flexible service which aims to give you total control over your finances at every step of the way.  Whether you are just starting to save, have experienced a change in circumstances and require a review of existing plans, or are moving into the retirement stage, we will identify the investments that best suit your personal requirements.

When planning for retirement, our experienced and qualified advisers will be able to help identify the most suitable opportunities for you.  The variety of solutions available include self-invested personal pension plans, personal pension plans, stakeholder pension plans, occupational plans plus various saving schemes such as Individual Savings Accounts (ISAs).

If you have already reached the stage where you wish to start enjoying the rewards of your retirement savings, then we can help you get the most benefit from them.  For example, we can assist with managing any ongoing payments as well as advise you on your investment and planning choices at this point.  Options during this time can include phased retirement, drawdown and annuity purchase.  As always, one of our expert advisers will be able to give you qualified guidance to ensure you get the most suitable and best value possible.

Ongoing advice, service and reviews are vital to ensure your aims and objectives are achieved and your income and capital needs are met. We can keep you up to date with any regulatory or legislation changes e.g. Pensions Freedoms.


(The value of investments can go down in value as well as up, so you could get back less than you invest.)

Get In Touch

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Lumley Baxter Asset Management LLP

22 John William Street, Huddersfield, HD1 1BG

T (01484) 421428


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