About Henson Crisp
We have advised clients as a business for over 12 years, most of our new clients come to us through recommendations from our existing clients, their accountant or solicitor. Between our three advisers they have over 60 years experience working in financial services, some families have been clients of their adviser for over 20 years and the adviser now acts for 3 generations of the same family.
Over the last 12 years the business has grown and we now advise on approaching £150m of funds, with a mixture of private clients, charities, owner managed businesses and pension funds trusting us with their financial wellbeing.
So that we can provide the best possible service to our clients all of our staff are encouraged, supported and funded to take exams along with further training relevant to the role they do with the majority of our senior staff being promoted from within the business, so clients get to know them, and the person they are dealing with.
Unlike most large organisation's we believe in providing a service where clients are not just a number, but get to know who they are dealing with and are happy to call the team if they are unsure of something.
All advisers hold up to date Statements of Professional Standing with the Chartered Insurance Institute and we have two advisers who are affiliated to the society of trust and estate practitioners (STEP).
If you are looking for financial advice, then why not give us a call on 01733 355120 / 02036 377140
Financial Advice Based on Your Situation
As Independent Financial Advisers we are free to advise on financial products available from all product providers. We use advanced computer software to research, compare and select the most suitable deals currently available. We are thus able to make arrangements to maximize the benefits to our clients.
We will review your existing financial situation, discussing your attitude to investment risk with you, your aspirations and goals and reach an assessment of your likely needs. For this, you'll need to set aside some time to talk to us - the first one-hour consultation is free.
Depending on your instructions we will carry out a needs analysis based on your current situation, and taking into account any specific plans you may have. We will then advise you on anything from a short term financial objective to a lifetime financial plan, and importantly follow this up with regular reviews to ensure things are on track and your circumstances have not changed.
You will have our help to decide how much provision you need to make, and the order of priority in dealing with your finances. And of course it will all be sensibly balanced in relation to your current income and your prospects
All our proposals will be fully explained and costed so that you'll know exactly what and why before you agree to anything.
Our Retirement and Investment Advice
Henson Crisp specialise in Later Life Advice. We can help you with any pension, investment choices to prepare for or advise on your retirement. When you save for a pension, you shouldn't focus only on how much you're putting into it. You should also regularly review how it's being invested. And as you get older, you should probably change your investment strategy to reduce risk as retirement draws closer. We can help guide you in managing your investment portfolio and getting the most from your pension.