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enquiries@hensoncrisp.com 01733 355120

Making your future possible

Henson Crisp are Independent Financial Advisers (IFAs) in Peterborough that provide bespoke wealth management and financial planning services to individuals and businesses across the UK.

Best Independent Financial Advisors Near Me

Are you looking to preserve your families wealth or investing to grow your existing wealth? Our Independent Financial Advisers will work with you to put together a plan to help you reach your financial goals.

Independent Financial Advisers In Peterborough For Retirement And Pension Advice

We have many years of experience helping people to plan for and enjoy their retirement. Our financial advisers will coordinate a plan for you towards saving for your retirement in the most tax-efficient manner.

Independent Financial Advisers Looking At Personal Allowance And Tax Papers

We offer a variety of services for you to take advantage of – from the best employee benefits, business protection, or pension packages, our independent financial advice will help you reach your goals for your business.

Our goal is to build long term relationships with each of our clients, taking time to understand their objectives and priorities. Offering an all-round financial planning and advisory service to help you with your short, medium and long term financial planning requirements.

We work closely with your accountants, solicitors and stock brokers to ensure that your financial priorities – such as savings for future expenditure, protecting your family, retirement, divorce, death, estate planning and inheritance requirements are handled professionally and in a tax-efficient manner. Your finances serve your overall wellbeing, and we never lose sight of this.

Our Independent Financial Advisers have collectively worked in financial services for over 50 years.

We have provided financial advice to some of our clients for over 15 years. We are proud that most of our new clients come to us through recommendations.

Initial Meeting

Our initial meeting is at our expense. During this time we will explain how our service works and identify your primary financial needs and objectives.

Our Culture

We are a small firm that knows our clients, providing a bespoke and personable service. We are proud to build long-lasting relationships with every client, providing a service built on trust throughout all stages of life.

Our commitment

We will only suggest products from the open market that meet your needs. The advice and the fees we charge you will be appropriate and take your circumstances into account

Reviews

By continually reviewing your circumstances, we build an understanding of what you need and require from our services.

Latest News

So Farewell Then Inheritance Tax? Not So Fast

So farewell then inheritance tax? Not so fast

Is Downing Street really planning to abolish inheritance tax?

Interest Rates Rising - Stack Of Coins With A Small Wooden House On The Alrgest Stack

Time to get real on interest rates

As interest rates continue to rise, we need to consider why.

Capital Gains Tax CGT On The Rise

Capital gains tax on the rise – behind the headlines

Capital gains tax raised £16.7 billion in 2021/22, according to HMRC – a 15% increase over the previous year. But…

New Tax Policy

What’s next? Looking ahead to new tax policy

With a general election less than 18 months away, thoughts are turning towards the potential policies of a new occupant…

Banking Crisis Close To Home? Mortgage Interest Rates On The Rise

A banking crisis close to home?

Rising mortgage rates are posing some difficult questions for one of the major providers of housing finance.

Income Tax Statistics Aren't All What They Seem

Behind the numbers on income tax

New income tax statistics from HMRC appear to be good news, but the numbers are not what they seem.

Retirement Affordability. Can I Afford To Retire?

The reality of retirement affordability

New research reveals that one in three people could face hardship in retirement.

If You Were Planning To Fill The Gaps In Your National Insurance Contributions (NICs) Record By 31 July, You No Longer Need To Rush Or Worry – You Now Have Until 2025.

NICs deadline deferred, again

If you were planning to fill the gaps in your national insurance contributions (NICs) record by 31 July, you no…

Crypto Currency Bitcoin Ethereal

FCA takes on crypto: handle with great care

The Financial Conduct Authority (FCA) recently announced a plan for tougher regulations of cryptoassets, such as Bitcoin.

Wealth Tax Calculations

Tax is too complicated… say the legislators

A parliamentary committee has been examining efforts to simplify tax, but progress is still a long way off.

FCA Warning On Trusts

The FCA’s unusual warning on trusts

The Financial Conduct Authority (FCA) has issued a warning on some trust services.

Deadline For Pensions

31 July: an important deadline for pension provision

If you have gaps in your national insurance contributions (NICs) record, then 31 July should be marked on your calendar.

Contact our Independent Financial Advisers in Peterborough

Our Office

Ground Floor Bank House, The Lawns,
33 Thorpe Road,
Peterborough,
PE3 6AB

T: 01733 355120

E: enquiries@hensoncrisp.com

Get in touch

    “I’m writing to you, to say thank you for everything you have done for us over the years. I tend to forget to say that when you are with us, I’m too busy with the figures. Nevertheless we are very thankful for the day you first came to see us and for all the years in between. Most of all, of course, the time you said “You can afford to retire now” and proved to be absolutely right. But I know that we would not be in the financial situation we are now without your guidance and we want to thank you for that.”

    G & M, St Neots

    “We have worked with Henson Crisp from the formation 15 years ago. The fact that they view me and my wife as one ‘financial unit’ has allowed us to work towards key goals and to modify the plan depending on our changes in circumstances. They are always willing and able to have open and honest discussions about the options in plain language. Once decisions are made, the implementation has been hassle-free with appropriate levels of communication and documentation from the team. As a result, we have no issues in giving recommendations to others.”

    G & L, Letchworth Garden City

    “When the time came to look closely at my pension plans I knew that I would need help. I am used to dealing with quite complex financial matters, but pensions are different with constantly changing rules / laws, and great care needs to be taken to ensure that you get the best result for your future needs. It is an extremely important decision which I felt required expertise from people used to dealing with such matters. At all times I knew where I stood regarding fees etc. All of the intricacies of the pension plans were explained to me carefully, efficiently, and in a friendly manner.”

    Mr & Mrs N, Ely

    “We have known Jonathon for over 15 years and have valued his advice and knowledge of the markets. Together, we have built a comprehensive plan that over time has met all its objectives over the medium and longer term. We are more than happy to endorse Jonathon’s services and his expertise. My wife and I regard Jonathon not only as a professional financial adviser but as a valued and trusted friend.”

    W & C, Huntingdon

    “Henson Crisp has looked after my financial portfolio since 2012.  I have no hesitation in recommending them.  They work efficiently and keep me informed on the current state of my finances.  I feel very much that they are taking care of my money, therefore my future, thinking of me and not the product that gives them the best return. I am happy with all the financial suggestions and decisions they have made with and for me.”

    J, Luton

    “Following a personal recommendation, I became a client of Henson Crisp. The aim was to resolve some complex pension matters and establish a clear way forward in regards to my financial planning. Throughout a difficult process the Henson Crisp team have shown themselves to be, timely, efficient and knowledgeable. They have a clear ability to make the most complicated of matters understandable. All conducted with a relaxed style that enables good communication but never detracts from the approach that the client “comes first”. I became a client of Henson Crisp on recommendation and I would have no hesitation in offering recommendations to others.”

    M, Peterborough

    “Many thanks also for all your efforts over the years with the investments and pension fund, I am sure I wouldn’t have been able to retire a few years early if it hadn’t have been for you and your team.”

    G & D, Market Deeping

    “Jonathon Crisp has been providing me with financial advice for over 10 years. The advice he has provided has covered a wide spectrum of needs. These needs have included personal; company investment planning and pension planning. His work has always been of the highest integrity and professionalism and I trust his guidance implicitly. I have recommended his work to a number of companies and individuals I have worked alongside. Like myself, they have all been delighted with the sound advice he has given. I would have no hesitation in making further recommendations”

    L, Lindication Ltd

    “I wanted to thank you for having been my financial adviser for what must be coming up to 20 years. I always appreciated your professionalism and common sense”

    C, Scotland

    “Whilst working as a Financial Director I was first introduced to Jonathon Crisp over 15 years ago as I required guidance on personal pension planning issues. I found Jonathon to be very personable coupled with an ability to explain complex issues clearly, and with his expertise and sound advice he supplied over a number of years I was able to achieve my goal of early retirement. His Company continues to manage my fund in a thoroughly professional and transparent manner and Jonathon is always happy to respond to any queries I may have whenever I seek general advice on pension-related issues. He has remained a constant of knowledge and trust and it has been my pleasure to have been able to recommend his services on a number of occasions. I cannot speak highly enough of him.“

    A, Lincolnshire

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