Compound Wealth Planning

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 𝐒𝐉𝐏 𝐀𝐩𝐩𝐫𝐨𝐯𝐞𝐝 4/6/25