Compound Wealth Planning

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Firm is FCA RegulatedThis firm is regulated and authorised by the Financial Conduct Authority

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 and grow their family’s wealth. We are a Senior Partner Practice of St. James’s Place, recognised for our proven expertise, trusted relationships, and commitment to delivering outstanding client outcomes. We serve: Wealth Builders (Ages 35–55): Senior executives and 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, &...