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Lisa Caplan Location
London, GB
Lisa Caplan Work
Director OneStep Financial Planning @ (August 2020 - Present)
Head of Financial Advice @ (January 2016 - January 2020)
Financial Planner and Wealth Manager @ (September 2007 - January 2016)
Lisa Caplan Education
Chartered Insurance Institute
University of Cape Town
BA LLB (Law, Economics)
Lisa Caplan Summary
Lisa Caplan, based in London, GB, is currently a Director OneStep Financial Planning at Charles Stanley & Co. Limited. Lisa Caplan brings experience from previous roles at Nutmeg and Towry. Lisa Caplan holds a Chartered Insurance Institute. Lisa Caplan has 3 emails on RocketReach.
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