Oliver M. Lumley

APFS, BSc (Hons), IMC
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Partner, Chartered Financial Planner & Investment Analyst

As of September 2023, Oliver is a Chartered Financial Planner and our Investment Analyst. He was previously based in London which allowed him to take full advantage of the buzzing fund manager scene in the City. Having earned the Investment Management Certificate (IMC), Oliver passed the CFA Level I exam in December 2018.

To follow his father’s footsteps in the business, Oliver moved back to Yorkshire in January 2021.

With the Yorkshire countryside on Oliver’s doorstep, he enjoys walking his Rhodesian Ridgeback and road cycling. Rowing is another of Oliver’s passions and he has competed at Royal Henley Regatta 5 times.

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