A LONG-STANDING business in Huddersfield has changed its name.
Robert Lumley Associates, with offices at John William Street, has become Lumley Baxter Asset Management with the arrival of Richard Baxter to join Michael Lumley in leading the firm’s six-strong team.
The new company, a limited liability partnership, provides financial advice in areas including pension planning, investment, inheritance tax planning and mortgage advice.
The business was launched in 1969 by Michael’s father, Robert Lumley. Michael joined the business 26 years ago.
Richard has joined the newly-named business from Oval Insurance. He ran his own company, Westbourne Insurance Services, before that business was acquired by Oval six years ago.
Both men are well-qualified in the financial services sector. Michael was one of the first people in the country to gain the Financial Planning Certificate and is also an Associate of the Society of Financial Advisers. Among his qualifications, Richard is a certified financial planner.
Michael said Lumley Baxter Asset Management had been very busy in the weeks since the re-launch as people sought advice about the best options for their money in the current downturn.
