Testimonials

Read some of the feedback received from clients.
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
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

Karl has been a fantastic help with organising finances for the future and sorting out old forgotten pension pots.

I now have clarity and feel more secure than I did before. I should have done this years ago!

Sarah Cox | Commercial Interior Designer, Devon

I met Karl at a business mastermind and immediately knew he had an in-depth and rounded take on financial management. After getting to know him, I moved all my financial affairs over to him.

Karl has advised on future planning, financial growth, pensions and insurance. I continue to work w...

Joel Stone | Director and co-founder of “Codebreak”, Shrewsbury, Shropshire

The Lehmann team are true professionals.

No task is too big or too small. They are always prompt and knowledgeable.

I cannot recommend them highly enough. A family business with family values.

Jonathan Forrester | Director & Head of Employment at Thursfields Solicitors

There was a death in the family... that tends to focus the mind. Where was I going to build a fund to enjoy my retirement? What happens to my family if I am taken ill? Karl had the answers and provided focus and mentoring.

Karl (and his team) are extraordinary individuals that make finance...

Matt Harmsworth | Director & Chief Pilot ROAVR Group, Inverness, Scotland

My husband and I have known Karl and his family for over 20 years. He initially acted as the financial adviser to our family business and then to us personally. When we relocated to Yorkshire, we kept our finances with Karl and his team. We regularly attend his client events, and it is a pleasure...

Reverend Gail Dalley | Yorkshire

Great advice and support. This isn't financial planning, it's learning how to think about what you want to get out of life and working together to achieve it. Recommended to everyone: you don't need to be wealthy to manage your wealth! 

James Bolle