James Caplan Email & Phone Number
Co-Founder @ First Health
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James Caplan Location
- London, GB
James Caplan Work
- Co-Founder @ (June 2025 - Present)
- Managing Director @ (September 1996 - Present)
- Partner @ (January 1996 - November 2018)
- Financial Adviser @ Laurentian life (January 1994 - January 1996)
James Caplan Education
- Aldenham 1984-1987
James Caplan Skills
- Strategic Financial Planning
- Management
- Project Management
- Critical Illness
- Commercial Mortgages
- Bridging Finance
- Mortgage Lending
- Inheritance Tax Planning
- Residential Mortgages
- Finance
- Corporate Finance
- Buy to Let
- Buy To Let Mortgages
- Insurance
- Income Protection
- Retirement Planning
- Bridge Financing
- Mortgages
James Caplan Summary
- James Caplan, based in London, GB, is currently a Co-Founder at First Health. James Caplan brings experience from previous roles at First Financial Intermediaries Ltd, First Wealth and Laurentian life. James Caplan holds a 1984 - 1987 Aldenham. With a robust skill set that includes Strategic Financial Planning, Management, Project Management, Critical Illness, Commercial Mortgages and more. James Caplan has 4 emails and 8 mobile phone numbers on RocketReach.
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