Compound Wealth Planning is an Appointed Representative of and represents St. James's Place Wealth Management plc, which is authorised and regulated by the Financial Conduct Authority, with SJP Approved 20/07/2026
Published
Signal category
Legal & Regulatory
Quote
“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). SJP Approved 20/07/2026”
— Compound Wealth Planning team
Company
Compound Wealth Planning
Guiding busy working professionals with young families to become financially free!
- Industry
- Financial Services
- Location
- London, GB
- Company size
- 8 employees
At Compound Wealth Planning, we help high-earning professionals & business owners bring clarity to complex financial decisions. We are a London based financial planning firm working with clients across UK, both in person & remotely. We help clients navigate tax thresholds (including £100k+income), pension planning & structuring income efficiently. As income grows, financial planning becomes less about accumulation & more about structure. Who we work with Wealth Builders (35-55) Senior professionals & business owners balancing career and family. We support with: ✔️Structuring income around key tax thresholds ✔️Pension and ISA planning ✔️Managing cashflow & major life costs Wealth Preservers (55-75) Individuals approaching or in retirement, focused on maintaining lifestyle & passing on wealth efficiently. We support with: ✔️ Retirement income planning ✔️ Investment consolidation & risk management ✔️ Inheritance tax & estate planning How we work Clear, structured & relationship-led. Focused on decisions, not products. Recognition 🏆 MoneyAge Micro Wealth Management Firm of the Year (2024, 2021) 🏆 Best Personal Financial Planning Specialist (2023) 🌟 VouchedFor Top Rated Adviser Your home may be repossessed if you do not keep up repayments on your mortgage. The value of your investment can go down as well as up. You could get back less than you invested. Taxation rules can change at any time and are dependent on individual circumstances Compound Wealth Planning is an Appointed Representative of & represents only St. James's Place Wealth Management plc (which is authorised & regulated by Financial Conduct Authority) for purpose of advising solely on the Group's wealth management products & services, more details of which are set out on the Group's website www.sjp.co.uk/products. The 'St. James's Place Partnership' & the titles' Partner' & 'Partner Practice' are marketing terms used to describe St. James's Place representative 𝐒𝐉𝐏 𝐀𝐩𝐩𝐫𝐨𝐯𝐞𝐝 2/6/26
Founded 2022