Working With Us

At Compound Wealth Planning, we treat each of our clients as much more than just a portfolio. We like to know your overall ambitions in life, the various branches of your life tree, family commitments and challenges, so that we can work with you to create a plan that ensures we are equal parties in this journey towards your Financial Freedom. We take a holistic view of our clients’ ambitions, considering their lifestyle, personal goals, and current investments. This approach ensures that we offer financial solutions tailored to create lasting wealth, rather than just transactional advice.
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Our Process

The value of an investment with St. James's Place is linked to the performance of the selected funds and can go down as well as up. You may get back less than you invested.

What Our
Clients Say

At Compound Wealth Planning, we ask questions and we listen, observe, understand every bit of your journey because we are driven with a single-minded focus every minute.

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Kanishk has helped in consolidating and managing all our wealth under one platform that now gives us a much better picture of how we are faring and what we need to do to achieve financial independence

October 2023

Joane Smith

Business Solutions

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Kanishk helped me with a clear plan centered around my life goals. He gave me a clear investment approach to help me meet my financial goals and optimise tax in the short run.

December 2023

Joane Smith

Business Solutions

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Kanishk has been a financial mentor. He took the time to get to know us before advising us on financial matters and products that suited us. He has a gentle demeanour and patient personality and never shies away from answering our numerous questions. He is not pushy at all. He has built a trustworthy relationship with us and we value his support and advice.

November 2023

Joane Smith

Business Solutions

The reviews shown above have been gathered and displayed directly through VouchedFor and have not been verified by SJP.

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Got a question?

Got a question? We’d love to hear from you. Connect with us, and we’ll be happy to provide the guidance you need. 

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