Harry Lehmann
When all is said and done, it is a fact that proper financial planning can be one of the most important conversations that you will ever have in your life – if not the most. You might agree that whilst money can't buy you happiness, everything you want to be, everything you want to have, everything you want to do in your life probably requires money to some extent to enable it.
To coin a phrase, Karl’s focus is on people’s ‘Return on Life’ not just their ‘Return on Investment’.
About
When all is said and done, it is a fact that proper financial planning can be one of the most important conversations that you will ever have in your life – if not the most. You might agree that whilst money can't buy you happiness, everything you want to be, everything you want to have, everything you want to do in your life probably requires money to some extent to enable it.
But the good news is, as a professionally qualified 'third-generation Lehmann', Harry is privileged to empower you to live the life that you want. Better yet, people working with Harry always get the opportunity to have financial security should the worst crises in life happen.
With any business, it is important it continues to develop and move forwards and as Karl begins to move into a more strategic role within the business, Harry has become the lead adviser in the Practice. With the vast majority of clients now under his care, this is the exciting first step in the succession plan of Lehmann Financial Management.
Harry strives to make financial planning an enjoyable and integral part of your life. Harry says, "Managing your finances doesn't mean you have to trawl through the financial press at the weekend – after all - life is for living!".
Growing up around financial planning has influenced Harry's fresh yet evidence-based take on what proper financial life planning looks like, meaning you can step forward with greater confidence and greater clarity.
The double whammy with Harry is this - not only does he bring the skills he has acquired working in the family business since 2015, but he also brings a unique insight that most other financial planners simply will not have. Over the years, Harry has worked in parallel in a firm of chartered accountants, learning a different side to the financial profession. Besides your accountant, he is probably the next person to help you understand and demystify the financial jargon that can apply in the world of finance.
Harry's continues his journey to becoming a Chartered Wealth Manager – the gold standard in the profession.
Based in Lichfield, Staffordshire, it gives Lehmann Financial Management a greater capacity to support clients across the country.
Testimonials
Accreditations
Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
Click on the accreditations for more information
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
