Lisa CaplanAdvisor

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areas of expertise
  • Financial Planning
  • Proposition Development
  • Consumer Research
  • Product Management
  • Commercial Model Development
education
  • Chartered Financial Planner, Chartered Insurance Institute (CII) London
  • LLB, Law, University of Cape Town
  • BA, Economics and Law, University of Cape Town

Lisa is a chartered financial planner with 12 years of industry experience at Nutmeg and before that as a wealth manager and financial planner at Towry. Prior to joining the industry she worked for blue chip companies on brand management and commercial strategy, including Unilever, Bayer and GlaxoSmithkline.

 

Lisa combines experience in wealth management with Digital knowhow. As head of financial advice with Nutmeg she built their advice service from scratch and developed their digital offering. Her expertise lies in building propositions that are appealing to customers and meet their needs while respecting regulatory guidelines.