We are here to make financial planning easy and to help clients make smart and well-thought-out decisions on any money-related matters — so they can enjoy today and feel confident about tomorrow.
At Compound Wealth Planning, we take responsibility for making your financial life simpler, clearer, and more aligned with your aspirations. We go beyond advice — working with you to proactively plan, provide technical expertise, and implement the strategies we agree on. Through personalised financial coaching and disciplined wealth management, we help ensure that every decision moves you closer to the life and legacy you want to build.
Founded by award-winning Financial Adviser Kanishk Swarup, who has spent the past decade advising individuals and families, following an earlier ten-year career as an Equity Derivatives Trader at leading global investment banks including Credit Suisse, J.P. Morgan and BNP Paribas, we specialise in working with high income, time scarce individuals seeking financial planning and advice to protect and grow their family’s wealth.
Whether you are rapidly accelerating your career and building assets, or consolidating wealth to protect your legacy, our proactive guidance is tailored to your stage in life.
Senior executives and business owners in their prime — focused on raising families, scaling their careers, and building substantial wealth.
Individuals preparing for retirement, managing generational wealth, and planning a meaningful legacy with the assets they have built.
Our progressive wealth journey guides you from foundational budgeting through strategic asset accumulation to the peak: peace of mind, financial freedom, and enduring security.
Personal budgeting, emergency cash reserves, cash-flow modelling, and debt structuring.
Specialist life insurance, critical illness cover, and private family financial safeguards.
Independent first-charge mortgage advisory across the market and property portfolio financing.
Tax-efficient investment allocation, ISA & pension allowances, and education fee funding.
Decumulation, Inheritance Tax (IHT) mitigation, multi-generational wealth preservation, and peace of mind.
Will writing involves the referral to a service that is separate and distinct to those offered by St. James’s Place and are not regulated by the Financial Conduct Authority.
Financial planning is rarely about just one decision. Our multidisciplinary advisory team collaborates to bring specific technical competencies to every stage of your life journey.
Founder & Principal Adviser
Financial Adviser (IMC, ACSI)
Mortgage & Protection Adviser
Associate Financial Planner (PCIAM)
Operations Manager
Business Administrator (BSc Finance)
Experience the best of both worlds. At Compound Wealth Planning, you’ll always deal with people who know you, understand your goals and genuinely care about your future. Behind every recommendation is the expertise, research and specialist support of one of the UK’s largest wealth management firms. It’s the personal relationship you value, with the strength and confidence you deserve.
wealth management company by funds under management
worth of client assets across the St. James’s Place Group
out of 5 ★ on VouchedFor across more than 40,000 independent reviews
Information correct as of June 30, 2026
Explore our recent podcast features, national financial press commentary, and technical thought leadership.
In this episode of the Financial Planner Life podcast, Kanishk Swarup shares his incredible journey from high-stakes equity derivatives trading at JP Morgan and Credit Suisse to launching his own financial planning practice through the St. James’s Place umbrella, scaling to over £70M in funds under management.
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For the modern wealth manager, the ‘normal expenditure out of income’ exemption is considered somewhat a holy grail of inheritance tax planning. Governed by section 21 of the Inheritance Tax Act 1984, it is the only relief that allows for the immediate, unlimited removal of value from an estate without a seven-year survival period.
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