Financial Planning Director

Robert Caplan

Specialism: Working with business owners

What professional qualifications do you have? 

Chartered Financial Planner.
European Financial Planner TM.

What things make you happy?

Barry’s Bootcamp, lifting weights, Whispering Angel, Chiltern Firehouse, Soho Farmhouse and boats.

What do you most like about your job?

Making complicated things simple.

What is your favourite holiday destination?

Ibiza.

What is your favourite book?

Shoe Dog by Phil Knight.

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