Karl Lehmann

Karl Lehmann qualified to become one of the youngest authorised financial advisors in the UK. Now with more than thirty years' experience in the profession, he has achieved both Certified Financial Planner & Chartered Wealth Manager status. No mean feat where financial planning is concerned as Karl is one of only 1,000 in the UK who hold the only globally recognised standard of excellence in the field (153,000 in the world). As a qualified performance coach Karl's focus is to guide individuals...See more

Karl Lehmann qualified to become one of the youngest authorised financial advisors in the UK. Now with more than thirty years' experience in the profession, he has achieved both Certified Financial Planner & Chartered Wealth Manager status. No mean feat where financial planning is concerned as Karl is one of only 1,000 in the UK who hold the only globally recognised standard of excellence in the field (153,000 in the world). As a qualified performance coach Karl's focus is to guide individuals from all walks of life to plan their future with eager anticipation, not anxiety and design the life you want. What people say about Karl - "Karl's "Financial Life Plan" has honestly changed the way in which I look at and invest money in my personal life". "Karl's approach around meeting life goals over selling products puts him heads and shoulders above anyone in the market". "Thanks to Karl I now have a plan in place so I'll be sunning it on a beach come retirement." "Over the years I've had a number of meetings with Financial Advisors, but I found Karl's approach totally different and refreshing". "Karl took time to ask many great questions to understand my personal goals, aspirations and areas of focus, all this prior to discussing any products or financial opportunities. This was a very worthwhile process and really enabled me to clearly define what I was looking to achieve and why, it was great to achieve so much clarity and found it motivational". See less