Kanishk Swarup

About

Most people are extremely focussed on their careers and family leaving them little time to look at their finances. I have consistently witnessed that, detailed financial planning on an ongoing basis can be very powerful in improving one's financial situation.

My mission is to take away this burden by advising and managing all aspects of your personal finances. Working with my clients, I identify key areas of financial planning and design bespoke solutions to help achieve their financial goals.

As a Partner of St. James's Place Wealth Management, my expertise in tax-efficient investment, pension and retirement planning, protection, inheritance tax planning, estate planning and more allow me to provide comprehensive plans to better manage your wealth.

Having worked for over 10 years in the financial services industry has provided me with all the knowledge and experience needed to help you achieve your financial aspirations. Prior to becoming a Financial Adviser, I was a stock trader at top tier investment banks Credit Suisse, J.P Morgan and BNP Paribas.

As an expert Financial Adviser, I guide business directors and working professionals to make better financial decisions with their money.

Questions I’m often asked include:

• Have I got enough money in my pension to afford a comfortable lifestyle in retirement?
• How much do I need to save regularly so that I do not risk running out of money later on?
• How do I ensure that my family is financially secure should something unfortunate happen to me?
• How can I optimise my finances to make my money work harder?
• What tax planning should I be doing?

If you would like to learn more about how I could help please email kanishk.swarup @ sjpp.co.uk

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.

The Partner 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 title 'Partner' are marketing terms used to describe St. James's Place representatives.

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