Score obtained

based on investors' opinions

Received 2 ratings
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22/11/2021

LAST REVIEW
DATE

0

REVIEWS OF
THE LAST 30 DAYS

St. James’s Place
London
From £ 20/40MLN
Over 10 years
University degree
39 year old
313 Data updated by Google daily
27 July 2021

Score obtained

based on investors' opinions

Received 2 ratings
See evaluation sheet

22/11/2021

LAST REVIEW
DATE

0

REVIEWS OF
THE LAST 30 DAYS

If you know me, rate me

My professional profile

Kanishk Swarup is a qualified and experienced Financial Planner and Wealth Adviser. He is a Partner at St. James's Place Wealth Management, a FTSE 100 company.
For over 10 years, Kanishk worked as an Equity Derivatives trader at top tier investment banks Credit Suisse, J.P Morgan and BNP Paribas, where he gained extensive knowledge about the financial markets. After enjoying a successful career in equities trading, he was invited to join the St. James's Place Partnership. Before working in finance, he graduated with a BSc in Mathematics and Economics from the London School of Economics.
Kanishk is passionate about working with individuals and helping them achieve their financial goals. He looks to form long-standing relationships with his clients, advising and guiding them through their financial and personal journeys. He strongly believes that one can achieve financial freedom much quicker by proactive financial planning on a consistent basis. It is certainly possible to compound one’s savings much faster by optimizing for tax and investment returns over the long term. He enjoys identifying key areas of financial planning and designing bespoke solutions to help achieve those goals. Having worked in the financial services industry for over fifteen years, Kanishk has the relevant knowledge and experience to explain complex concepts in a simple language and give you advice that is in your best interests.
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My focus

Financial analysis
Business consulting
Asset advice
Financial risk management
Portfolio optimisation
Insurance planning
Real estate planning
Retirement planning
Succession planning
Mortgage and Lease Revisions

My qualifications

  • Bsc, Mathematics and Economics, The London School of Economics and Political Science
  • Member of the Chartered Institute of Insurance
  • Level 4 Diploma in Regulated Financial Planning
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