Lisa Caplan

Head of Financial Advice, Nutmeg

Lisa joined Towry as a wealth adviser in September 2007. She was enrolled as one of the first in a cohort of four in a pioneering new programme with Towry (as it was then). The aim of the programme was to get women back into work after a career break. Lisa left Towry in January 2016 when she joined Nutmeg as head of financial advice. The role is incredibly varied. At its very core, Lisa designs, builds and tests Nutmeg’s suitability process to ensure our customers’ investments are right for them and will help them meet their needs. More recently, Lisa has spearheaded the launch of Nutmeg’s personalised financial advice service – where she and her team offer customers fully qualified, personalised one-on-one financial advice to help them achieve their goals.

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