At Compound Wealth Planning, you are not just another number - you are part of something bigger. We exist because the financial industry has neglected true financial planning for years. For far too long, people have had to make do with superficial level of advice and heavy-handed sales tactics to push clients into products rather than focussing on holistic financial planning. Compound Wealth Planning is a boutique firm that sees a problem with the lack of financial advice being provided to our generation, and we're on a mission to solve it. We learn about your situation and understand your goals and priorities deeply before creating a structured plan with clear, actionable steps and timelines to get to our desired outcomes quicker. 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) 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.
