Karl Lehmann
CFPTM Chartered MCSI, DipPFS
Karl began his career in 1985 when he became one of the country’s youngest Independent Financial Advisers. Over the years Karl has developed his areas of expertise and has for many years offered a holistic financial life planning method of which he is a published author on.
To coin a phrase, Karl’s focus is on people’s ‘Return on Life’ not just their ‘Return on Investment’.
About
The bedrock in Karl’s thinking is that the true definition of wealth isn't a monetary amount but more a measure of your whole well-being. Karl’s focus is helping people to live the lives that they want with the money that they have.
In terms of financial planning specifics, he offers help on
- Investment Planning
- Trust & Estate Planning*
- Inheritance Tax Planning
- Retirement Planning
- Holding financial & tax seminars in conjunction with various accountants and solicitors.
Whilst all financial advisers have to be qualified, Karl has further advanced his knowledge and skills to become a Certified Financial PlannerCM. This is an internationally recognised and highly valued, professional status. In addition, Karl is also a Chartered Wealth Manager. The combined 'dual qualifications' are rare and demonstrates Karl's commitment to keep his knowledge and skills current.
Karl's clients include: -
- Businesses of all shapes and sizes,
- Those planning for retirement,
- Those who have retired and now want to live the lives they’ve always dreamt of
- Individuals wanting to reduce their taxation burden,
- People who are eager to create, develop or preserve their assets.
Karl has built a reputation for providing a comprehensive and caring service to clients by developing individualised solutions for tax planning, income and retirement strategies, taking into account the client’s attitude to risk and reward and life plan.
One of the most fulfilling aspects of Karl’s job is helping people to make informed decisions about their financial futures; helping them through the labyrinth of options and variety of funds and fitting together the many pieces of the financial puzzle. This is both an eye-opening and extremely useful experience for people.
It is as a result of these processes that the Practice grows; by existing clients referring their family, friends and colleagues to us. Borne out by the fact the Practice has many 5-star Google reviews and Karl has been featured in The Times for a number of years as one of the VouchedFor Top Financial Advisers in the UK.
When someone endorses us to a new, or prospective client, they are putting their name on the line and we do not take this responsibility lightly. We take pride that the practice has expanded significantly in this manner, through word of mouth following positive experiences by our clients. Please take a few moments to look at a selection of our clients' views of us.
*Trusts are not regulated by the Financial Conduct Authority
Testimonials
Accreditations
Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
Click on the accreditations for more information
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
