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 including
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 has recently also become a Chartered Wealth Manager. The combined 'dual qualifications' are rare and demonstrates Karl's committment to keep his knowledge and skills current.
Karl’s clients include many retired people, those planning for retirement, individuals wanting to reduce their taxation burden, and 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.
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. 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
As Practice Manager, Dawn McGovern has been part of the team since 2011. Dawn ensures the smooth running of all new business and manages client-servicing processes to support our financial planners. Dawn is methodical and always willing to help.
Our Principal, Karl Lehmann joined the profession by serving an apprenticeship with his father back in 1985. It therefore is tremendous that a third generation Lehmann is involved in the practice. Harry (Karl’s eldest son), is working alongside him providing assistance in research and analysis for our clients. Outside of work, Harry is passionate about his music and is the lead guitarist in an up and coming band called ‘Violet'.