Authorised by the FCA
This firm is on the FCA register and authorised to carry out regulated activities.
Website, phone number and address
Compare these against whatever you were given. Scammers clone real firm names and reference numbers but use their own phone number and website, so a detail that does not match the register is the clearest warning sign there is.
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Phone number
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Address
Lumley Baxter Asset Management LLP, Suite 2.2 The Mending Rooms, Park Valley Mills, Meltham Road, Huddersfield, Kirklees, HD4 7BH, United Kingdom
In the full report: 3 background checks
- When lumleybaxter.co.uk first appeared online, and whether it can receive email
- What kind of line 01484 421428 is
- Who else gives the postcode HD4 7BH
Other names (1)
If you were contacted under any of these names, it is this firm.
- Robert Lumley & Associates Trading name: A name it trades under now.
FCA permissions and consumer protection
- Give regulated advice FSCS may applyA claim for unsuitable advice is itself FSCS-protected, up to the limit that applies to the product you were advised on.
- Manage or trade investments FSCS may applyEligible investment and pension claims are typically FSCS-protected up to £85,000 per person, depending on the product and your circumstances.
- Complaints Ombudsman, freeYou can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.
Show FCA detail (5 permissions)
- Advising on investments (except on Pension Transfers and Pension Opt Outs)
- Advising on P2P agreements
- Advising on Pension Transfers and Pension Opt Outs
- Arranging (bringing about) deals in investments
- Making arrangements with a view to transactions in investments
FCA disciplinary action and complaints
No FCA disciplinary action.
The Financial Ombudsman Service only publishes complaint figures for firms with 30 or more new complaints in six months, so there are none here for this firm.
Companies House record
The company behind the firm: its status, age, registered office and directors.
- Company number
- OC338740 (opens Companies House in a new tab)
- Company status
- Active
- Company type
- Limited liability partnership
- Incorporated
- 15 July 2008 (18 years old)
- Registered office
- The Mending Rooms Park Valley Mills, Meltham Road, Huddersfield, West Yorkshire, HD4 7BH, England
Directors and company secretaries
| Name | Role | Born | Appointed | Other companies |
|---|---|---|---|---|
| Richard Scott Baxter | LLP designated member | Dec 1968 | 15 Jul 2008 | None |
| Michael Richard Lumley | LLP designated member | Feb 1963 | 15 Jul 2008 | 2 other companies |
| Caroline Anne Lumley | LLP designated member | May 1970 | 1 Aug 2009 | 1 other company |
| Helen Louise Baxter | LLP designated member | Feb 1962 | 1 Aug 2017 | 1 other company |
| Oliver Michael Lumley | LLP designated member | Nov 1991 | 1 Oct 2023 | None |
Other companies run by these 5 directors
A firm is run by people, and their other companies are their track record: what they built, what closed, and anything that failed. It is the check most people never think to make.
- other companies
- 3
- still active
- 2
- went insolvent
- 1
In the full report: all 3 companies, named
- What each company does, and whether it is still trading
- Which of these 5 directors sit on each board, and since when
- The one that went into liquidation or administration
- The 1 company these 5 directors run together
Filed accounts and finances
Employees (average)
8
Same as 8
About these figures
- Turnover
- Money taken from sales in the year, before any costs.
- Profit before tax
- What was left after the year’s costs, before corporation tax. A minus figure is a loss.
- Net assets, or total equity
- Everything the company owns minus everything it owes. A minus figure means it owes more than it owns.
- Total assets and total liabilities
- Everything the company owns, and everything it owes, on the last day of the year. The gap between them is its net assets.
- Cash at bank
- Money in the company’s accounts on the last day of the year.
- Owed within a year, owed after a year
- Debts and bills due in the next twelve months, and those due later.
There is no turnover or profit: small companies do not have to publish them.
Accounts filed at Companies House for company OC338740. Figures are exactly as filed; nothing is estimated.
Key dates in its history
Lumley Baxter Asset Management’s history from the FCA register and Companies House, newest first.
2017
1 August 2017
- Richard Scott Baxter became a part-owner (25–50% of shares)
Companies House
2016
6 April 2016
- Michael Richard Lumley became the majority owner (50–75% of shares)
Companies House
2013
1 April 2013
- Regulated by the FCA from this date
FCA register
2008
3 December 2008
- Regulated by the Financial Services Authority from this date
- Became authorised by the FCA
FCA register
15 July 2008
- Incorporated at Companies House
Companies House
In the full report: all 15 events
- All 15 events in its history (6 shown here)
- Every director appointment and resignation: 5
Firms connected to Lumley Baxter Asset Management
Other FCA-listed firms that share a director, phone number or address with Lumley Baxter Asset Management. A link shows who the firm is tied to, not whether either can be trusted.
- connected firm
- 1
- share its postcode
- 1
In the full report: the connected firm, named
- How it is linked: the same postcode (1)
- Who links it to this firm: the named directors, with dates
Firms like Lumley Baxter Asset Management
Other firms of the same type (financial adviser), nearest first.
In Huddersfield
Firms are listed by type and location, best known first. Being listed is not a recommendation: check any firm before you deal with it.
Get the full report on Lumley Baxter Asset Management
Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.
- 3 other companies its directors have run, named
- 3 background checks on its contact details
- All 15 events in its history
- 1 connected firm, named, and who links them
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Frequently asked questions about this firm
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Sources and links
- Its entry on the FCA register register.fca.org.uk
- Its Companies House record gov.uk
- Check your FSCS cover fscs.org.uk
- Complaints the Financial Ombudsman Service can help with financial-ombudsman.org.uk
- Report a scam to the FCA fca.org.uk