This week on The Financial Planning Podcast, host Lewis Byford sits down with Robert Caplan, Director of First Wealth and an experienced Chartered Financial Planner. After the financial crisis, Robert co-founded First Wealth with a mission to help business owners, professionals, and retirees feel more confident and in control of their financial futures. Known for his passion for simplifying complex financial matters, Robert provides his clients with clarity and focus to help them achieve their goals.

Outside of his professional life, Robert is a proud dad of three, enjoys lifting weights, and loves spending time at Soho Farmhouse and in Ibiza.

Connect with Lewis Byford

Connect with Robert Caplan

Follow The Financial Planning Club

The Financial Planning Club Website