Lehmann Financial Management

Senior Partner Practice of St. James's Place Wealth Management

Karl Lehmann, Principal

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’.

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 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

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Dawn McGovern, Practice Manager

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.

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Harry Lehmann, Financial Administrator

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. Harry will be joining the St. James’s Place Adviser Academy to train to become an advisor himself in order to help support Karl in a much more advanced role.