Lehmann Financial Management - Teignmouth

Lehmann Financial Management, located at Address: 45 Hazeldown Rd, Teignmouth TQ14 8QR, is a reputable financial planning firm that prioritizes building strong relationships with its clients. With a phone number: 03300904020 and website: lehmannfinancialmanagement.co.uk, this company specializes in providing financial planning services.

Specialties

As a financial planner, Lehmann Financial Management offers expert advice and guidance to help individuals and families make informed decisions about their financial future. They work closely with clients to understand their unique needs and goals, and then develop customized plans to help them achieve those objectives.

Other Points of Interest

Lehmann Financial Management offers several convenient features for their clients, including the ability to schedule online appointments and on-site services. The location also has toilets available for visitors, and an appointment is required to ensure that clients receive the personalized attention they deserve.

Opinions

With 32 reviews on Google My Business, Lehmann Financial Management has earned a strong reputation among its clients. Many reviewers have praised the firm for its personalized service and expertise, with comments such as "We have a longstanding relationship with Karl and the team. It is a relationship that works because it is as important to them as it is to us. Financial advice with a human face, thank you, all."

Average Opinion

The average opinion for Lehmann Financial Management is 5/5, reflecting the high level of satisfaction among its clients.

Recommendation

If you are looking for expert financial planning services, Lehmann Financial Management is an excellent choice. With a focus on building strong relationships and providing personalized attention, this firm is dedicated to helping its clients achieve their financial goals. Contact them today through their website or by phone to schedule an appointment and learn more about how they can help you.

👍 Reviews of Lehmann Financial Management

ian baker

5/5

We have a longstanding relationship with Karl and the team. It is a relationship that works because it is as important to them as it is to us. Financial advice with a human face, thank you, all.

Stuart Walton

5/5

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!

Anna Woolliscroft

5/5

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.

Rob Mackley

5/5

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.

John Hind

5/5

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.

Mat Nation

5/5

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.

Fortuna Wealth Management

5/5

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.

kay hind

5/5

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