Reviews for LEHMANN FINANCIAL MANAGEMENT, TEIGNMOUTH
5/5 from Fortuna
5 years ago
5 years ago
My wife and I were referred to Karl, who we soon identified as a different kind of adviser. He did not discuss products or try and see what he could "sell" us, we simply spoke about us. Karl managed to make us think carefully about what WE want and how we could make this a reality, by being truthful about where we are now and how we can achieve what we want by following some straight-forward planning. We would highly recommend you speak to Karl if you are serious about planning your future.
5/5 from Mat
7 years ago
7 years ago
Karl is an absolute superstar and his knowledge and approach to financial advice is like no one else. His ‘dream it, plan it, live it’ has made a huge difference to the way we look at our business, family life and our future plans. I’ve also seen Karl speak at numerous events and it’s something I would highly recommend. His energy and enthusiasm will keep you captivated from start to finish. His best selling book is also a must for anyone who is planning for the future.
5/5 from Rob
7 years ago
7 years ago
Karl's unique approach to financial planning is brilliant. Working with him, and the team at Lehmann Financial Planning, I was able to work backwards from my end goal and now have a written plan of how to get to a point where work can be optional. Highly recommended to anyone that wants to plan a future of financial freedom.
5/5 from Stuart
11 years ago
11 years ago
Karl is one the best financial planners that I have had the pleasure of coming across. His focus on the financial life plan that he brings to you is a refreshing change from all the usual form filling that you get from his competitors. This really helps you focus in a no nonsense way on what your financial priorities should be and gives you a plan that you can work with to attain your dreams. If you have not met Karl and had a chance to speak some quality time with him, then I encourage you to do so now today. You won't regret meeting him!
5/5 from Anna
11 years ago
11 years ago
I've known Karl now for almost four years, both as a client and as a collaborator within a proactive business networking community. I hold Karl in very high regard, his intelligence and knowledge of the financial industry is excellent and I would trust him in a heartbeat. Adding to Karl's merits is an extremely amiable and down-to-earth personality. He treats his clients like one of the family, with your best interests in mind at all times. Because of all this, and more, I will be working with Karl to build my own financial freedom fund. I would recommend Karl to absolutely anyone who needs help with the finances - commercial and personal.
5/5 from Rob
11 years ago
11 years ago
Karl has a unique approach to financial planning that really stood out for me. His initial life planning session is a real eye opener and not only makes you realise the importance of financial planning but also the importance of planning your life. With Karl's help I now have a clear vision of what I want to achieve and by when. I'd highly recommend him to anyone who wants to make work optional by a certain point in their life.
5/5 from John
11 years ago
11 years ago
Karl has been my Financial Manager for 6 years, and during that time he has been there to support me through the financial aspects of a number of challenging life incidents. By using his "Financial Life Plan" it helped me understand what was important to me both now and in the future. This in turn allowed Karl to create a financial plan that best met my needs. The regular reviews with Karl are an essential way of ensuring the plan is on target.
5/5 from kay
11 years ago
11 years ago
Karl has been my Financial Advisor for 8 years. Myself and my partner had a series of life changing events within a short period of time and needed somebody to guide and advise us on the very best way to deal with our money and life plan in the situations we faced.. Karl was with us all the way and as circumstances changed. sometimes even weekly, he was able to adapt and give us the best advice and support . He took us through our Financial Life Plan to enable us to identify what was important to us and where our savings and investments would give us the best return. He continues to give us the best service and advice and we would not be in the good place we are now without him
5/5 from Gareth
11 years ago
11 years ago
Karl was recommended to me by a work colleague when my wife and I needed some financial advice several years ago. Not only did he offer us sound financial and economic advice but Karl gave professional advice on how best to plan out the rest of our lives. We're currently reaping the rewards of taking Karl's investment and lifestyle advice and are so pleased that our paths crossed. It's a bold statement - but he managed to change our lives for the better.
5/5 from Philip
11 years ago
11 years ago
I have been working Karl for over 6 years and have found him and his organisation to be one of the most professional businesses I have ever worked with. As my financial planner I trust Karl 100% to act in my best interest and I feel he gives me the the best possible advice.
I would not hesitate to recommend Lehmann Financial Management and Karl to anyone who is looking for the best professional financial advice from an advisor that they can trust.