- How can you design the lifestyle you want?
- What can you do to get the best return from your assets?
- How can you protect them against the effects of inflation and taxation?
- If retirement age is looming, can you be sure you'll have sufficient income in years to come?
The world of finance is complex, for most offering more questions than answers. Getting the answers right is key, though: effective wealth management can open doors that would otherwise remain shut, increase long term security and deliver much needed peace of mind. Dependable financial planning advice is an essential in today's world.
What do you want in life?
Your Financial Life Plan can be developed through a three-step process to determine your current situation, plan your ideal future and keep you on track.
Our clients have varied backgrounds and aspirations. They work with us before and after retirement age, to make the very best financial management choices to suit their individual needs and circumstances.
Plan what’s achievable for you today, tomorrow and for the future ahead. Build a financial freedom plan that works for you.
Lehmann Financial Management is led by Karl Lehmann. Karl has over 33 years’ experience and holds the CFPCM certification which is the only globally recognised mark of professionalism for Financial Planners, see the links page for more information. In addition, Karl is qualified as a Chartered Wealth Manager
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
The levels and bases of taxation, and the reliefs from taxation, can change at any time. The value of any tax relief depends on individual circumstances.
Links from this website exist for information only and we accept no responsibility or liability for the information contained on any such sites. The existence of a link to another website does not imply or express endorsement of its provider, product or services by us or St. James's Place. Please note that clicking a link will open the external website in a new window or tab.