Empowering You to Achieve Financial Freedom, for Today and Tomorrow
Lumley Baxter Asset Management LLP stands as a premier financial planning practice, proudly serving the Huddersfield region and beyond for over 50 years. Founded in 1969 by the late Michael Lumley, the firm has weathered market fluctuations and emerged as a trusted partner for individuals and families seeking comprehensive financial guidance. Now in its third generation, we remain dedicated to upholding the founder's vision of personalized attention and tailored solutions.
Our Approach
Our philosophy rests upon a foundation of trust, transparency, and a deep understanding of your individual financial goals. We believe in building solid, long-term relationships with our clients, working collaboratively to develop comprehensive financial plans that align with your unique needs and aspirations.
Who We Are
Our team comprises experienced and highly qualified financial planners, each holding the esteemed designation of Chartered Financial Planner (CFP). This rigorous designation signifies our unwavering commitment to upholding the highest industry standards and providing clients with exceptional knowledge and expertise.
Meet Our Team
- Michael R. Lumley: Founder and Senior Partner, with 40 years of experience in financial services.
- Richard S. Baxter: Partner and Chartered Financial Planner, with 30 years of experience.
- Oliver M. Lumley: Chartered Financial Planner and Investment Analyst, bringing fresh perspectives and innovative ideas.
- Richard S. Waters: Independent Financial Planner, with extensive experience in wealth management.
Our Services
At Lumley Baxter Asset Management LLP, we offer a comprehensive range of services covering various aspects of your financial life. These include:
- Pensions: Planning for your retirement savings and ensuring optimal taxation.
- Investments: Guiding you through investment options and building a portfolio tailored to your risk tolerance and goals.
- Protection: Protecting your business and personal assets from unforeseen events.
- Inheritance Tax Planning: Minimizing your inheritance tax burden and ensuring the smooth transfer of wealth.
Our Commitment
Our unwavering commitment to excellence is evident in our:
- Personalized approach to financial planning
- Transparent communication and clear documentation
- Regular reviews and ongoing support
- Continued professional development of our team
Summary of Reviews
Overall Sentiment: Positive
Rating: 5 stars
The reviewer, Mark Campbell, expresses their satisfaction with the service provided, praising the expert and professional advice received. They also mention the friendly nature of the service, further enhancing their positive experience.
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