Chances are, if you’re like most other business owners or private individuals, then you’re in the midst of making some big decisions in your life, and you’ve possibly started to realise that to live a life of fun, freedom and choices, you need to get your financial ducks lined up in a row. 

After all, if the recent pandemic has taught us anything, it is that life is not a rehearsal! 

See, now more than ever in recent history, it’s essential to dream, plan and ultimately live a fulfilled life. 

Now in my experience, in dealing with some of the smartest, aspiring business owners in the UK, being financially free does not need rocket science – in fact, it is all about doing some simple things consistently well.

The kicker here is that human behaviour often sabotages our efforts. I don’t know about you, but for far too many of us, we procrastinate. We make the wrong decisions at the wrong time – a net result you often end up taking two steps forward, one step back.

It’s a no-win situation unless you start dreaming, planning and living what your future looks like now. In fact take a moment to consider and imagine how amazing you’ll feel when you discover how quickly you can get your money working hard for you as you do for it. 

The good news is, here at Lehmann Financial Management, we can help you with our coaching approach to proper financial life planning. In fact, if you’ve ever felt like you’ve got more money going out than coming in; or you don’t know how much you really need to put away; or that you just need some strategic advice with your money, then the good news is you’re in the right place – because unlike others who will happily take your money and put it in a place that’s best for them, we are 100% committed to helping you achieve your financial and life goals. 

Or in other words, we are proper financial life planners….there’s a big difference.

If history has taught us anything, most others focus on selling products. 

This is why I, Karl Lehmann (The Practice Principal) almost quit the profession more than 20 years ago.

It is also why I decided to stack the deck in my client’s favour by creating a unique way of working with people like you – it’s called ‘Your Financial Life Plan’.

I don’t know, but if you are like me most others, then you will probably take comfort in the fact that I’m a Chartered Wealth Manager, who has over 36 years of experience, i.e. I’ve been around the block and my eldest son Harry, a third-generation Lehmann, has grown up in the family practice meaning that you can be 100% confident and secure knowing that the Lehmann family will give you consistency and longevity of advice giving you the best chances of getting the outcomes you want. 

And that’s not all. Given that on the back of all that, I’ve published a 3-times international bestselling book on this very topic, I’d have you consider the possibility that this unique way of working has struck a chord with people.

I am 100% certain the family values that are part of the Lehmann Financial Management team’s ‘ethos’ means that clients and future clients, just like you, feel they are real people that matter to us. This is in stark contrast to being just another client number on some online product wrap platform. We specialise in building long term trusted relationships.

That all said, if you now feel you would like greater clarity about your finances and how they can support your ideal life-plan then it might be time to book a no-obligation discovery call to see if we can help you dream, plan, and ultimately live the life you want without worrying about money, click the links at the foot of this website.

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested. 

The levels and bases of taxation, and the reliefs from taxation, can change at any time. The value of any tax relief depends on individual circumstances.