Kanishk Swarup

About Me I’m Kanishk, a highly experienced financial planner, adviser, and coach dedicated to helping high-income, time-poor individuals and families in London achieve financial freedom. With over 20 years of experience in financial markets and personal finance, I provide proactive, tailored advice to help clients protect and grow their wealth with confidence. My Mission My journey - from a small town in India to working across the world’s largest investment banks as an Equity Derivatives Trader - has shaped my deep understanding of the value of money, the power of compounding, and the need for proactive financial planning. I strongly believe that financial success isn’t about making quick gains - it’s about long-term, strategic decisions that create lasting wealth and security. How I Can Help You I specialise in holistic financial planning, focusing on: 1. Protecting your family from financial shocks with smart risk management. 2. Growing your savings through effective budgeting and mindful spending. 3. Maximising your wealth with tax-efficient planning and investment structures. 4. Securing your legacy by minimising inheritance tax and ensuring wealth transfer. I help clients navigate complex financial decisions with clarity and confidence, making sure their finances align with their life goals. My Core Values 1. Integrity – Always acting in your best interests, with transparency and ethical responsibility. 2. Client-Centric Approach – Your financial well-being is at the heart of everything I do. 3. Education – Empowering you with knowledge to make confident financial decisions. 4. Innovation – Leveraging technology and cutting-edge strategies to enhance your financial journey. 5. Proactive Planning – Not just advice, but ongoing support to keep you on track. What Makes Me Different? 1. Long-Term Focus: I believe in lifelong relationships with clients, thinking in decades, not months. 2. Deep Expertise: Over 20 years in financial markets and personal finance. 3. Fresh + Proactive Approach: I take responsibility for my clients’ financial success, ensuring their money works harder and smarter. 4. I Walk the Talk: I invest in everything I recommend—my advice is rooted in real-world experience. Let’s Talk If you're looking for a trusted partner to simplify, optimise, and future-proof your financial journey, let’s connect. Whether you're planning for financial security, retirement, or long-term wealth growth, I’m here to help. Get in touch today, and let’s build your financial future together. 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