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Lisa Caplan has a strong background in the financial industry, specializing in fin-tech and wealth management. Lisa has held various senior leadership roles throughout their career. From 2020 to present, they have been the Director of OneStep Financial Planning at Charles Stanley & Co. Limited, where they utilize their digital skills and financial planning expertise to drive business growth and development. Prior to this, Lisa was the Head of Financial Advice at Nutmeg from 2016 to 2020, where they successfully built the Advice service from scratch and implemented various improvements to ensure regulatory compliance and customer satisfaction. Additionally, they worked as a Financial Planner and Wealth Manager at Towry from 2007 to 2016. Overall, Lisa brings a wealth of experience in business planning, compliance, customer relations, and product development to their roles. Lisa is a chartered financial planner with strong analytical, communication, and presentation skills.

Lisa Caplan has obtained a degree in Law and Economics from the University of Cape Town. Lisa has also earned a Chartered financial planner designation from the Chartered Insurance Institute. The specific start and end years for each of these educational experiences are not provided.