If you need more lookups,
subscriptions start at $34 USD/month.
Lisa Caplan Location
London, GB
Lisa Caplan Work
2020 -now Director OneStep Financial Planning @
2016 -2020 Head of Financial Advice @
2007 -2016 Financial Planner and Wealth Manager @
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.
Looking for a different Lisa Caplan?
Find contact details for 700 million professionals.