Henson Crisp taking care of your future, offering specilaist retirement advice in Peterborough and London

Our Client Agreement

To make sure that the relationship between the client and the firm is clear the FCA stipulate that certain information is to be provided to the client prior to business being transacted.

Please click onto our Client Agreement PDF to see the whole document.


PDF Our Full Client Agreement This document sets out the Client Agreement. It shows our typical terms and conditions; however, we will discuss your preferences such as how we are paid when you ask us for our advice.


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Our Client Agreement for Financial Planning

making your future possible

Henson Crisp Limited offers financial planning, wealth creation and management to personal and corporate clients, with a strong emphasis on long-term relationships. We work in partnership with you to really understand your goals and aspirations ensuring that even complex circumstances and solutions are simplified, bringing you clarity.

Our service and fees

Typical engagement process

Our service can be individually tailored to your specific financial planning needs but would typically involve:-

Initial consultation

Initial discussion at our expense at no obligation to you, to explore your needs, what we

 

do, whether we can help and support you achieve your financial objectives, and to

 

explain our data privacy policy and charging structure both initially and ongoing.

Issue engagement

We issue a service proposition detailing our understanding of your requirements, the

documentation

specific service we propose to provide and how much it will cost you, including whether

 

you will have to pay VAT.

Completion of personal

Once we have your agreement to proceed we will obtain additional background

financial and risk

information about your existing financial arrangements and full personal circumstances

assessment questionnaires

including your investment knowledge and attitude and tolerance towards investment

 

risk.

Analysis of information we

We will conduct a detailed analysis and comparison of your existing arrangements and

have obtained

assess your needs before preparing our personal recommendations to you including an

 

asset allocation model that matches your risk profile.

Second meeting

We offer a second meeting to explain and discuss our recommendations in detail.

 

This is the point at which the initial fee would typically become due.

Policy arrangement and

We will handle all fund and policy administration on your behalf liaising with product

Implementation

and platform providers, insurers, and other professional contacts as appropriate;

 

provide regular updates to keep you informed of progress; and ensure all your

 

documents are issued in line with your and our expectations.

 

 

Ongoing management and

Your financial objectives may change over time due to changes in your lifestyle or

review service

circumstances. We believe it is essential to ensure that your portfolio continues to meet

 

your lifestyle and investment objectives, making changes to your plans and holdings to

 

reflect these changes.

 

 




Henson Crisp Limited

Telephone: 01733 355120 / 02036 377140
Email: enquiries@hensoncrisp.com

Registered Office:
Ground Floor Bank House, The Lawns, 33 Thorpe Road, Peterborough, PE3 6AB.
Registered in England, No. 06266686

Offices in both Peterborough and London.
Financial Advice for individuals and companies.

Site Disclaimers

No investment decision should be taken based on the content of this site. Always take full individual advice first.

Henson Crisp Limited cannot be held responsible for the accuracy of the content of external websites.

The information contained within this site is subject to the UK regulatory regime and is therefore targeted primarily at consumers based in the UK.

Regulatory Statement

Henson Crisp provides Independent Financial Advice.

Henson Crisp Limited is authorised and regulated by the Financial Conduct Authority (register.fca.org.uk/). Financial Services Register No: 469175

Our alternative dispute resolution provider is the Financial Ombudsman Service.
Their website is financial-ombudsman.org.uk