Holly Mckay
Holly MackayFounder and CEO
Avatar

Subscribe Now

Free of Charge

Avatar
    • Home • Advice • Advisers
    Lisa Caplan

    Lisa Caplan

    Director Foundation Planning at Charles Stanley

    LocationIcon

    United Kingdom

    Likes

    HeartIcon

    0

    Rating

    StarIconStarIconStarIconStarIconStarIconStarIconStarIconStarIconStarIconStarIcon

    About me

    I am a chartered Financial Planner, with over 14 years of experience helping people to understand their financial position and to make good financial decisions. I offer easily accessible and digestible guidance and advice on key areas, so that you can move forward with confidence. I use technology where it’s helpful to make it easier for people progress towards financial wellbeing.

    I can help you with a financial health check, planning ahead for retirement, at retirement options and Inheritance tax planning. We will understand your situation and plans, clarify your options and discuss the next steps you should be taking.

    tick
    tick
    tick
    tick
    cross
    cross
    cross
    cross

    My details

    I like helping people on:

    TickYesIcon

    Divorce

    TickYesIcon

    Ageing Parents

    TickYesIcon

    Estate and Inheritance planning

    TickYesIcon

    Financial coaching

    My qualifications:

    TickYesIcon

    Chartered Financial Planner

    My charging model:

    TickYesIcon

    Fixed £ fee

    I work at

    Pension Charles Stanley

    Charles Stanley

    View company profile

    Have a look at my responses to readers' questions

    What people say

    Reader feedback

    StarIconStarIconStarIconStarIconStarIcon

    01 February 2023

    The answer I wanted was clear and concise. Plain English

    Julie

    Reader feedback

    StarIconStarIconStarIconStarIconStarIcon

    30 January 2023

    Thank you Lisa for taking the time to reply.

    Colin

    Important stuffHolly and the team have worked in the finance industry for many years but we are not regulated to give you personal financial advice. For every story on this website about a good investment, or something which went up by 10% or made someone £200, we could also share a story about a bad investment, something which fell in value or lost someone £200. We aim to provide general information and pointers – and btw we are totally agnostic about which providers you might pick – but if you have complex affairs, want personalised advice or need specific recommendations, please look at advice pages and see if regulated digital or traditional financial advice would be the best solution for your needs. Boring Money Ltd is a limited company registered in England and Wales under registration number 09459832 and we have our registered office at 10 Lower Thames Street, London, England, EC3R 6AF.
    Risk warningAs is always the case with investing, your capital is at risk. The value of your portfolio can go down as well as up and you may get back less than you invest. Tax treatment depends on your individual circumstances and may change in the future.
    Boring Money Ltd is a limited company registered in England and Wales under registration number 09459832 and we have our registered office at 10 Lower Thames Street, London, England, EC3R 6AF.