Lehmann Financial Management

45 Hazeldown Rd, Teignmouth TQ14 8QR, UK

About Lehmann Financial Management

5 / 5

from reviews

    ian baker
    -
    August 15, 2024

    We have a longstanding relationship with Karl and the team. It is a relationship that works because it is as important to them as it is to us. Financial advice with a human face, thank you, all.

    Stuart Walton
    -
    January 29, 2015

    Karl is one the best financial planners that I have had the pleasure of coming across. His focus on the financial life plan that he brings to you is a refreshing change from all the usual form filling that you get from his competitors. This really helps you focus in a no nonsense way on what your financial priorities should be and gives you a plan that you can work with to attain your dreams. If you have not met Karl and had a chance to speak some quality time with him, then I encourage you to do so now today. You won't regret meeting him!

    Anna Woolliscroft
    -
    December 03, 2015

    I've known Karl now for almost four years, both as a client and as a collaborator within a proactive business networking community. I hold Karl in very high regard, his intelligence and knowledge of the financial industry is excellent and I would trust him in a heartbeat. Adding to Karl's merits is an extremely amiable and down-to-earth personality. He treats his clients like one of the family, with your best interests in mind at all times. Because of all this, and more, I will be working with Karl to build my own financial freedom fund. I would recommend Karl to absolutely anyone who needs help with the finances - commercial and personal.

    Rob Mackley
    -
    December 02, 2015

    Karl has a unique approach to financial planning that really stood out for me. His initial life planning session is a real eye opener and not only makes you realise the importance of financial planning but also the importance of planning your life. With Karl's help I now have a clear vision of what I want to achieve and by when. I'd highly recommend him to anyone who wants to make work optional by a certain point in their life.

    John Hind
    -
    December 03, 2015

    Karl has been my Financial Manager for 6 years, and during that time he has been there to support me through the financial aspects of a number of challenging life incidents. By using his "Financial Life Plan" it helped me understand what was important to me both now and in the future. This in turn allowed Karl to create a financial plan that best met my needs. The regular reviews with Karl are an essential way of ensuring the plan is on target.

    Lehmann Financial Management

    Our Address

    45 Hazeldown Rd, Teignmouth TQ14 8QR, UK

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