Since 1969, Lumley Baxter Asset Management LLP, based in Huddersfield, has provided a traditional, bespoke service advising and managing the best financial solutions for our clients. Our philosophy remains the same today with the third generation providing personalised advice and support to clients.
As Chartered Financial Planners we have a professional commitment to raising standards of knowledge and technical competency which means you can expect the highest quality service. Having satisfied rigorous criteria you can be confident that you are dealing with Chartered Financial Planners who are wholly committed to providing you with the best possible individual advice and support.
As Chartered Financial Planners we have a professional commitment to raising standards of knowledge and technical competency which means you can expect the highest quality service. Having satisfied rigorous criteria you can be confident that you are dealing with Chartered Financial Planners who are wholly committed to providing you with the best possible individual advice and support.
Services
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.
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.
Planning for your retirement, as early as possible, is one of the most important decisions you may make in life. Ensuring your financial security for retirement can be both rewarding and reassuring. Whether you are just starting to save, experiencing a change in circumstances or moving into retirement, we will identify the solution which best suits your personal requirements.
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