Lumley Baxter Asset Management LLP

Independent Financial Adviser 22 John William Street, Huddersfield, West Yorkshire, HD1 1BG
First meeting at adviser's own cost
Response rating
7.0 /10
FCA verified
16th September 2019
Whatever your needs and aims, we at Lumley Baxter offer a personal, bespoke service at every stage of our advice
We can advise you on
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Estate planning
    • Group pensions
Meet our advisers
Michael R Lumley
Senior Partner
Accreditations
Chartered Financial Planner
Adele Bestwick
Chartered Financial Planner
Accreditations
Chartered Financial Planner
Richard Baxter
Partner
Accreditations
Chartered Financial Planner
Richard Waters
Adviser
Where to find us

22 John William Street, Huddersfield, West Yorkshire, HD1 1BG

Make an enquiry
About us

Lumley Baxter Asset Management LLP are a Chartered firm of financial planners based in Huddersfield. Founded in 1969, we are a family business with decades of experience and a rich history. We have an outstanding reputation in and around the Yorkshire area and receive the vast majority of our work from repeat business and recommendations from satisfied clients.
Being a Chartered firm means we have satisfied rigorous criteria relating to professional qualifications and ethical good practice. It means you can be confident that you are dealing with one of the UK’s leading firms that is wholly committed to providing you with the best possible advice, service and support.

Our services

At Lumley Baxter Asset Management we pride ourselves on building strong lifelong relationships, giving clients the highest quality of professional advice.
As Independent Financial Advisers we are able to research the whole of market. We work alongside clients existing professional advisers, such as Accountants and Solicitors, to ensure we find the most suitable solutions.
In our ever changing world we aim to take the worry and complexity out of financial planning whether it be retirement planning , protection, wealth creation or succession planning.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000

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