Kanishk Swarup – Compound Wealth

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Kanishk Swarup

Kanishk Swarup is the Founder and Principal Adviser at Compound Wealth Planning. His dedication to understanding each client’s unique lifestyle sets him apart, garnering widespread recognition. He is the winner of Best Personal Financial Planning Specialist 2023 at the Worldwide Finance Awards, and Micro Wealth Management Firm of the Year by Money Age Awards in both 2022 and 2024. He has been shortlisted for the FT Diversity in Finance Awards 2023, The Paul Etheridge Financial Planning Future Leader Awards 2023 & Personal Finance Awards 2023.

Specialisations

With a degree in Mathematics and Economics from the prestigious London School of Economics and over a decade of experience as an Equity Derivative trader at prominent investment banks (including Credit Suisse, J.P. Morgan, and BNP Paribas), Kanishk brings a wealth of knowledge and experience in financial markets and investment planning.Kanishk enjoys travelling, spending time with his young family, and is a sports enthusiast who loves Bollywood. He also enjoys reading about the world of investing and personal finance.

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"My mission is to take a holistic and objective approach to financial planning and work with clients who struggle to optimise their finances due to constraints of time, experience, or knowledge. I believe every individual can achieve financial freedom and other life goals with proactive guidance and a clear strategy."

SJP Approved 27/12/2024

The 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 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.

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.

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