Kanishk Swarup

Hi, I am Kanishk, founder of Compound Wealth Planning. I believe in taking responsibility for my clients’ finances and guiding them with a personal, proactive, and practical approach. Having gained significant market knowledge as a Trader at global investment banks like JP Morgan, Credit Suisse, & BNP Paribas, I started Compound Wealth Planning with a simple mission: to make financial planning easy to understand & to help you make smart and well-thought-out decisions on any money-related matters - so you can enjoy today & feel confident about tomorrow. Who I Work With Wealth Builders (Ages 35–55): Senior executives and business owners in their prime - focused on raising families, scaling their careers & accumulating wealth. Wealth Preservers (Ages 55–75): Individuals preparing for retirement, managing generational wealth, & planning a meaningful legacy with their accumulated wealth. My Approach 1. Understand Your Story 2. Define Your Goals 3. Forecast Your Future 4. Build Your Plan 5. Provide Clear, Actionable Steps 6. Stay Accountable Together If you are ready to be intentional with your finances and want a structured strategy to reach your goals - let’s talk. 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 and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group's wealth management products and services, more details of which are set out on the Group's website www.sjp.co.uk/products. The 'St. James's Place Partnership' and the titles' Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives SJP Approved xx/xx/2025 The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested. An investment in equities does not provide the security of capital associated with a deposit account with a bank or building society. The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances. This Partner/Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management Plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group's wealth management products and services, more details of which are set out on the Group's website at www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. SJP Approved 11/03/2025