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Lisa Caplan

Lisa Caplan

Director Foundation Planning at Charles Stanley

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United Kingdom

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.

My details

I like helping people on:

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Tax

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Inheritance planning

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Financial coaching

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Pensions - I’m approaching retirement

My qualifications:

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Chartered Financial Planner

My charging model:

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Fixed £ fee

I work at

Pension Charles Stanley

Charles Stanley