Testimonials

Read some of the feedback received from clients over the years.
I believe (Karl Lehmann) to be a person of integrity, a financial adviser that I feel has his customer’s interest at heart, which I have found is not always the case. He has a very good grasp of the financial markets and seeks to broaden this knowledge in the interests of his clients. I have already...
Chester Guillott | Retired, Lichfield, Staffordshire
I like dealing with Lehmann Financial Management as they do what they say! I know that my planning issues are done and dusted allowing me to concentrate on growing my business. The advice is straight, clear and I know it's done right. I have recommended Karl to members of my family and co-directors ...
Chris McReynolds | Operations Director, PCE Limited, Warwickshire
Last year we were in the middle of winding up our business with a view to retirement when I was told I urgently needed a heart by-pass operation. The prompt pay out of our critical illness insurance meant that the financial pressures on our company were eased immediately and without it the amount of...
Private Client | Company Director, Tittensor, Stoke on Trent
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John and Kay
Karl went through a very comprehensive financial review with us, made us think through our long term aspirations and goals, and worked with us to determine how to translate those into reality. Karl's methodical approach, and extensive knowledge, was a refreshing approach to financial planning and I ...
Jonathan Andrew | Director, Stafford
After a year and a half of personal difficulties, working through the financial life plan with Karl helped us to understand our priorities. Regular review meetings have also helped to ensure that our financial plans change with our life plans. Financial planning with a difference'
Kay Petley | Retired, Sandbach
Over the years I've had a number of meetings with Financial Advisers, but I found Karl's approach totally different and refreshing. Karl took time to ask many great questions to understand my personal goals, aspirations and areas of focus, all this prior to discussing any products or financial oppor...
Martin Hall | Managing Director
Financial Planners look to your future whereas Financial Advisers just react; Planners look after your finances for life, whereas Advisers come and go; Planners look after your needs first, not their own. You'll find Karl Lehmann is a Financial Planner through and through. He has a rare combination ...
Paul Woodcock | Chartered Accountant, Barton Under Needwood
Karl came highly recommended from a mutual client and I am very impressed by his performance over the two years that I have known him.
Peter Thorp | Solihull, West Midlands
Karl has always been a careful, considerate and ethical Financial Adviser. Having worked with him for over 8 years now I am very happy to endorse his work and reliability. Clients will be aware that they are in good hands very early on in their relationship with him.
Stephen Oliver | Will Drafter, The Will Company, Northampton
Karl was recommended to me by a golfing friend who, himself, has used Karl's services successfully. I find Karl to be a pleasant, friendly and professional gentleman who has helped my wife and I put our financial affairs into perspective and we look forward to working with him in the future.
Tim Park | Retired, Tamworth, Staffordshire
When exploring the investment market and advisers you will be asking yourself numerous questions, but the main one will be where do I invest and can I trust the adviser?

Well, it is my experience to say you need not hesitate in consulting Karl Lehmann and his excellent team. What you w...
Private Client