Lisa Caplan Email

Director Foundation Financial Planning @ Charles Stanley & Co. Limited

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Lisa Caplan's Location

London, England, United Kingdom

Lisa Caplan's Work

Director Foundation Financial Planning @ Charles Stanley & Co. Limited
Head of Financial Advice @ Nutmeg
Financial Planner and Wealth Manager @ Towry

Lisa Caplan's Education

University of Cape Town
Bachelor Of Arts (Economics, Law)
1984 - 1988

Lisa Caplan's Skills

Accounting
Pensions
Finance

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Retirement
Customer Service
Financial Analysis
Strategy
Wealth
Retirement Planning
Wealth Management

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Lisa Caplan's Summary

Lisa Caplan, based in London, England, United Kingdom, is currently a Director Foundation Financial Planning at Charles Stanley & Co. Limited, bringing experience from previous roles at Nutmeg and Towry. Lisa Caplan holds a 1984 - 1988 Bachelor Of Arts in Economics, Law @ University of Cape Town. With a robust skill set that includes Accounting, Pensions, Finance, Retirement, Customer Service and more, Lisa Caplan contributes valuable insights to the industry. Lisa Caplan has 1 email on RocketReach.

Lisa Caplan Email Address

Found 1 email address listing:

@charles-stanley.co.uk

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