At Compound Wealth Planning, we help senior executives and business owners take control of their financial future, so you can enjoy today & feel confident about tomorrow.
Founded by award-winning adviser Kanishk Swarup (20 years of experience as a financial adviser & Trader at Credit Suisse, JP Morgan & BNP Paribas), we specialise in guiding high-net-worth, time-poor individuals who want to protect & grow their family’s wealth.
We serve:
Wealth Builders (Ages 35–55): Senior executives & business owners in their prime - focused on families, careers and accumulating wealth.
✔️ Budgeting
✔️ Insurance Planning
✔️ Mortgage Planning
✔️ Education Fee Planning
✔️ Reducing Tax Burden
✔️ Optimising Investments
Wealth Preservers (Ages 55–75): Individuals preparing for retirement, managing generational wealth, & planning a meaningful legacy with their accumulated wealth.
✔️ Generating income in retirement
✔️ Investment Consolidation & Risk Management
✔️ Reducing Inheritance Tax
✔️ Planning for Long-Term Care
✔️ Inter-generational Wealth Planning
🏆 MoneyAge Micro Wealth Management Firm of the Year 2024 & 2021
🏆 Best Personal Financial Planning Specialist 2023
🌟 VouchedFor Top Rated Adviser
Your home may be repossessed if you do not keep up repayments on your mortgage.
The value of your investment can go down as well as up. You could get back less than you invested.
Taxation rules can change at any time and are dependent on individual circumstances
Compound Wealth Planning is an Appointed Representative of & represents only St. James's Place Wealth Management plc (which is authorised & regulated by Financial Conduct Authority) for purpose of advising solely on the Group's wealth management products & services, more details of which are set out on the Group's website www.sjp.co.uk/products. The 'St. James's Place Partnership' & the titles' Partner' & 'Partner Practice' are marketing terms used to describe St. James's Place representative
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Company Details
- Employees
- 8
- Founded
- -
- Address
- 82a Chatsworth Road, London,england Nw2 5qu,united Kingdom
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- https://compoundwealth.uk/
- Keywords
- Financial coaching, Financial planning, Tax planning, Retirement planning, investment planning, Protection Planning, Mortgage, Intergenerational Wealth Management.
- HQ
- London, England
Compound Wealth Planning Questions
Compound Wealth Planning's website is https://compoundwealth.uk/
Compound Wealth Planning's LinkedIn profile is https://uk.linkedin.com/company/compound-wealth-planning
Compound Wealth Planning has
8 employees.
View email and phone details for 8
employees at Compound Wealth Planning.
Compound Wealth Planning's industry is
Financial Services
Compound Wealth Planning's top competitors are
The Wellspring Group,
Futurefolio Trading Inc,
Impressor Limited,
Pivot Professional Partners,
Compound Wealth,
Virtus Financial Planning Limited, Partner Practice Of St. James's Place Wealth Management,
Rwandan High Commission, London,
40 Day Wealth,
Knight Shaw Finance,
Compound.
Compound Wealth Planning's categories are Financial Services
Compound Wealth Planning's founding year is 2022
