Susan Caplan - Email & Phone Number

Founder Member & Senior Partner at St. James’s Place Wealth Management

Susan Caplan is based out of London and works at St. James’s Place Wealth Management as Founder Member & Senior Partner.

Susan Caplan's Contact Information

Susan Caplan's Work email

s*****@sjp***.co.uk

Valid

Latest update

March 23, 2024

Location

London

Susan's current employer

St. James’s Place Wealth Management

Description

St. James's Place offers effective wealth management and financial planning advice to individuals, trustees and businesses.

Website

sjp.co.uk

HQ Location

Cirencester, Gloucestershire, United Kingdom

Number of employees

1001-5000

Industry

Financial Services

Latest update

April 30, 2024

Read about St. James’s Place Wealth Management

Frequent questions about Susan Caplan

What company is Susan Caplan working for?

Susan Caplan works for St. James’s Place Wealth Management.

What is Susan Caplan's function at St. James’s Place Wealth Management?

Susan Caplan is Founder Member & Senior Partner at St. James’s Place Wealth Management.

Where is Susan Caplan based?

Susan Caplan is based out of London.

What is Susan Caplan's work email address?

Susan Caplan's professional email address is s*****@sjp***.co.uk

Who are Susan Caplan's co-workers?

Susan Caplan's colleagues are Paresh Shah, Andrew Croft, Jo Woodbridge, Kristian PSPO, Chris Chambers, Kelli Chance, Gordon Wills, Tina Tueton, Sam D'Ambrosio, David Lamb, Harriet George, Mark Weinberg, Sam Ayres, Laura Howe, Nicky Ansell, David Hayward, Mark FitzPatrick, Tim Crumpler, Harriet Reynolds, Sam BSc, Mark Taylor, Darien DipPFS, Phillip Sparham, John Guthrie, Jonathan Elliott, Michael Zaman, Paul Rothwell, Chris FPFS, Bernard O'Brien, Placid Gonzales, Martin Williams, Nic Dilasser, Richard Hopkins, Max Thomas.

Susan's co-workers

Paresh Shah

Managing Director and Owner of Marlow Wealth Management Ltd.

Andrew Croft

Chief Executive Officer

Jo Woodbridge

Investment Product Owner

Kristian PSPO

SAFe Product Manager | Chief Product Owner - Next Generation Client Experience | St. James's Place

Chris Chambers

Digital Proposition Owner

Kelli Chance

Salesforce Product Owner

Gordon Wills

Chartered Financial Adviser and Owner of Wills Financial Consultancy

Tina Tueton

EA to the Director CEO Office and Corporate Division

Sam D'Ambrosio

Digital Product Owner & Platform Owner

David Lamb

Chairman, Investment Committee

Harriet George

Project Manager and Product Owner

Mark Weinberg

Co-Founder and President

Senior Digital Product Owner (Salesforce)

Mark FitzPatrick

Chief Executive Officer

Tim Crumpler

Salesforce Platform Owner

Harriet Reynolds

Project Manager and Product Owner

Sam BSc

Founder & Managing Director at Sigma Financial Planners

Mark Taylor

Founder Member & Senior Partner

Darien DipPFS

Founder Member & Director of Darien Williams Wealth Management Ltd a Senior Partner Practice of

Phillip Sparham

Managing Partner, Founder of SWM

John Guthrie

Founder Member and Principal Partner

Jonathan Elliott

Founder Member & Principal Partner Practice

Michael Zaman

Senior Partner & Founder Member of St. James's Place Wealth Management

Paul Rothwell

Founder Member & Principal Partner

Chris FPFS

Financial Adviser for Lynn Anderson Practice, Principal Partner Practice and Founder Member

Bernard O'Brien

Founder Member & Senior Partner

Placid Gonzales

Founder Member & Senior Partner

Martin Williams

Founder Member & Senior Adviser at Argent Chartered Financial Planners, Senior Partner Practice of

Nic Dilasser

Director of Dilasser Private Clients Ltd, Founder Member and Managing Partner Practice

Richard Hopkins

Financial Professional & Founder of Waymarker Financial

Max Thomas

PSS Learning & Development Coordinator

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