Our Experienced Team
Our team of independent financial advisers and support staff are based in Peterborough. We provide personalised financial advice on many areas, such as business advice, pensions & retirement options, savings and investments, estate planning, wealth management, long term care and much more.
Our culture sets us apart. 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, their family members, and their employees, providing a service built on trust throughout all stages of life.
Please contact us if you feel we can assist you with any financial advice.
Click on the photos below to see more details about each of the members of our team.
About me
In 2007, whilst anticipating the arrival of my youngest son, Callum, I established Henson Crisp Ltd. I spend my time both advising clients on all aspects of financial planning and running the business. I am proud to say that some of my clients have been with me for 25 years and this ties in with my belief that a long term view on investment and pension planning is very important. Being able to work with clients and multiple generations of a family allows me to perform my role of ensuring the best outcomes for families now and for future generations.
As the Managing Director I really do enjoy working with each and every one of my clients and colleagues, with everyone offering their own challenges and unique perspectives. When I’m out of office, I do miss the day to day interactions I have with the rest of the team and I am very proud of the atmosphere we have cultivated over the years which allows us to perform to the best of our abilities for you, the clients. Very often my clients are business owners who may be planning for or at retirement and want to ensure that they have sufficient assets and income to do what they want when the time comes to slow down or retire. Alternatively, they could be already retired and want to pass wealth on to future generations tax efficiently whilst ensuring they have enough for the future themselves.
Outside of work, I enjoy spending time outdoors and helping to manage a national nature reserve to ensure it can be enjoyed in future years by generations to come. I also really enjoy spending time in the kitchen, and when possible cooking outdoors, with the most recent addition being a Tandoor to go with the pizza oven that we all enjoy using as a family.
Favourite Food – Home Made Pizza
Favourite Place – Cyprus
Favourite Book/Film – Anything James Bond excluding Roger Moore
Favourite Music – Ed Sheeran
Favourite Board Game – Monopoly
Qualifications
J10 Discretionary Fund Management
Financial Planning Certificates 1,2 and 3
CF2 Investments and Risk
K10 Advanced Pensions Certificate Options at Retirement
CF8 Long Term Care Planning
ER1 Equity Release
R01 Financial Services Regulation and Ethics
R02 Investment Principals and Risk
R03 Personal Taxation
R04 Pensions and Retirement Planning
R05 Financial Protection
R06 Financial Planning Practice
R08 Pensions Update
Society of Trust and Estate Practitioners (STEP) Affiliate
Contact Details
Ground Floor Bank House, The Lawns, 33 Thorpe Road, Peterborough, PE3 6AB
Telephone: 01733 355120
Fax: 01733 555522
About me:
I have been working for Henson Crisp for the last 10 years, increasing my time on the job as the business has grown, and as Jonathon and I’s two sons Ethan and Callum have rapidly grown up meaning they need me less (though more still than they’d like to think!), with it my job to process all the remunerations the company receive and alongside the accounts administration. I work in the office, once or twice a week, and thoroughly enjoy being part of the friendly team that we have created; though the bulk of my work is done at home; especially needed with having 3 boys (Jonathon included) to keep in line around the house. Thankfully we all share a love of cooking at home and take turns cooking and trying new dishes.
Weekends are typically spent on football side-lines cheering on the boys on as they both play for our local village team; I’m a Liverpool supporter however which can sometimes be a bone of contention in the office. Any spare time I manage to get to myself I like to spend cycling and exercising, particularly Power Wave and Tabata classes.
Favourite Food – Pasta
Favourite Place – Cyprus
Favourite Book/Film – Anything by James Patterson and the Jason Bourne films
Favourite Music – Rag’n’Bone Man
Favourite Board Game – Uno
Contact Details
Ground Floor Bank House, The Lawns, 33 Thorpe Road, Peterborough, PE3 6AB
Telephone: 01733 355120
Fax: 01733 555522
About me:
Aside from Jonathon and Jane, I am the longest serving staff member of Henson Crisp having originally started as an administrator in May 2013, although it certainly does not feel that long! After leaving university, I worked at a local IFA in Deeping before moving to a role at Diligenta, where I administered a closed book of equity release plans. So, I have worked in the financial services industry for 11 years. I was promoted to Operations Manager in July 2015 and I am in charge of managing our team, quality checking their work and orchestrating their movements, which I thoroughly enjoy. Alongside the day to day running of the office, I also attend meetings with Jonathon to allow me to act as point of referral for clients, which is great as I get to build my own relationships with them, and even enjoy the odd nice lunch or two! Outside of work, I have spent a large amount of my time recently planning my upcoming wedding to my fiance Simon, so in the fleeting moments of calm, I love to walk and play with my beautiful Golden Labrador, Madden.
Favourite Food – Wagamama’s
Favourite place – Gibraltar (as that’s where I got engaged half way down the Rock of Gibraltar, despite my fear of heights!)
Favourite Book/Film – The Dark Knight Trilogy
Favourite Music – Queen
Favourite Board Game – Articulate
Qualifications:
R01 (Financial Services, Regulation and Ethics)
R03 (Personal Taxation)
R04 (Pensions and Retirement Planning)
R05 (Financial Protection)
Contact Details:
Ground Floor Bank House, The Lawns, 33 Thorpe Road, Peterborough, PE3 6AB
Telephone: 01733 355120
Fax: 01733 555522
About me:
I have over 30 successful years in the financial services industry, experiencing a variety of advisory, sales management and senior leadership roles.
Having known Jonathon both personally and professionally for over 15 years it wasn’t a difficult decision to make to join him and his team at Henson Crisp when he offered me the role of Financial Planning Manager.
Being able to help individuals and families achieve their financial goals through solid, sound and easy to understand advice is a passion of mine.
Outside of work I enjoy fishing, golf, 5 A side football (yes I can still play!!) and F1.
Favourite Food – Shepherd’s Pie
Favourite Place – Portugal
Favourite Book/Film – anything by Lee Childs/ Rush
Favourite Music – The Killers
Favourite Board Game – Who knows where?
Qualifications
G60 Advanced Pensions
R04 Pension & Retirement Planning
CF9 Pension Simplification
J02 Trusts
J06 Investment Principles
Financial Planning Certificates 1,2 & 3
IF1 Legal & Regulatory
IF2 General Insurance
Contact Details
Ground Floor Bank House, The Lawns, 33 Thorpe Road, Peterborough, PE3 6AB
Telephone: 01733 355120
Fax: 01733 555522
About me:
I joined Henson Crisp in October 2021, having worked in the banking industry for 8 years. My role at Henson Crisp is widely varied, from building and maintaining relationships with both new and existing clients, shadowing both Jonathon and Duncan in their meetings as a trainee adviser, and supporting them further with paraplanning and admin. I have also been involved in our marketing, and have started to write regular blog posts for the website and our associated social media, an area which I am helping to expand upon. Henson Crisp attracted my attention as the culture truly follows the same values as my own and I could instantly feel that as I walked through the door. The whole team are helpful, friendly, and put the client at the heart of everything they do.
Outside of work I enjoy spending time with my friends and family, eating good food and looking after my two sausage dogs (Arnold and Stanley). I enjoy going on holiday, preferably somewhere hot, and like to have projects ongoing in and around my home.
Favourite Food – Anything Italian or chocolate
Favourite Place – Greece
Favourite Book/Film – The Rock (unless it’s Christmas, then it’s The Holiday)
Favourite Music – Ed Sheeran
Favourite Board Game – Any card game
Qualifications
R01 (Financial Services, Regulation and Ethics)
R02 (Investment Principals and Risk)
R03 (Personal Taxation)
R04 (Pensions and Retirement Planning)
R05 (Financial Protection)
R06 (Financial Planning Practice)
Contact Details
Ground Floor Bank House, The Lawns, 33 Thorpe Road, Peterborough, PE3 6AB
Telephone: 01733 355120
Fax: 01733 555522
About me:
I originally joined as an administrator in April 2016 and was here for a year before leaving to solo travel around Europe for 6 months. Upon my return to the country in October 2017, I helped during the busy Christmas period and decided to re-join pro-rata in January 2018 whilst combining this with other forms of work. At this time I was in charge of projects, with a focus on reviewing investments held on the platform Elevate. In September 2018, after a swift discussion with Jonathon and Georgina I decided to return work full time as Jonathon’s Paraplanner. A decision I am very glad we made and one in hindsight I wish I’d made earlier. I very much enjoy my role and am keen to keep progressing within it; I enjoy coming into work each day, something I never could have imagined saying at any other place of work. My main roles include conducting research, producing illustrations and technical reports, and dealing with ongoing client investments. Having fulfilled a number of different roles within the company, I am also involved in the training of new staff to get them up to speed.
Favourite Food – Fratelli’s Breakfast
Favourite Place – Zagreb
Favourite Book/Film – His Dark Materials, Phillip Pullman
Favourite Music – Streetlight Manifesto
Favourite Board Game – Settlers of Catan
Qualifications
R01 (Financial Services, Regulation and Ethics)
R02 (Investment Principals and Risk)
R03 (Personal Taxation)
R04 (Pensions and Retirement Planning)
R05 (Financial Protection)
R06 (Financial Planning Practice)
Psychology BSc (Hons)
Contact Details
Ground Floor Bank House, The Lawns, 33 Thorpe Road, Peterborough, PE3 6AB
Telephone: 01733 355120
Fax: 01733 555522
About me:
I joined Henson Crisp as an administrator in September 2019 having previously worked in the pensions industry for a number of years. As a senior administrator, one of my main roles is to peer review the work of the other administrators and provide training where necessary. Another key element of my job is to attend client meetings, take notes and complete any action points that are raised during the meeting. These action points can include things such as cashflow models, pension calculations and top up contributions.
I really enjoy working for Henson Crisp. From the moment I joined there has been a friendly and welcoming atmosphere, both in the office between all members of staff; and also, the rapport that we have with clients.
I am a keen fitness fanatic and take the opportunity to play football or get out on a cycle ride whenever possible. I also enjoy watching sports, particularly NBA, NFL & football, supporting the Milwaukee Bucks, Green Bay Packers & Peterborough United respectively.
Favourite Food – Mexican. Mainly because everything is smothered in cheese
Favourite Place – On the football pitch
Favourite Book/Film – The Godfather
Favourite Music – RnB / Hip Hop
Favourite Board Game – Articulate
Qualifications
R01 (Financial Services, Regulation and Ethics)
Contact Details
Ground Floor Bank House, The Lawns, 33 Thorpe Road, Peterborough, PE3 6AB
Telephone: 01733 355120
Fax: 01733 555522
About me:
I began working in financial services in 2017, and joined the Henson Crisp team in October 2021; having attained a Bachelors Degree in Financial Management, Marketing and PR in Poland. I have also completed a Level 2 in Business and Administration, alongside Level 2 & 3 in AAT (Advanced Diploma in Accounting). My current role involves providing administration support to the team of advisers and also completing work prior to meetings with the advisers to ensure they, and you as clients have everything needed. Outside of work, I mostly spend time with my family and friends, and love to take long walks and short trips out with our Mioritic Shepherd Dog. I am also a keen baker, so whenever there’s a birthday upcoming, my friends and family always get a freshy baked cake.
Favourite Food – Polish dumplings and beetroot soup
Favourite Place – Madrid
Favourite Book/Film – Anything by Carlos Ruiz Zafron / The Proposal
Favourite Music – Anything from the 80s
Favourite Board Game – Monopoly
Contact Details
Ground Floor Bank House, The Lawns, 33 Thorpe Road, Peterborough, PE3 6AB
Telephone: 01733 355120
Fax: 01733 555522
About me:
I joined Henson Crisp as an administrator in September 2022. My experience lies in South Africa where I had 15 years in the financial industry. My main roles at Henson Crisp include day to day admin in the office, preparing of portfolio reports, collating and preparing application forms and assisting our team of advisers and paraplanner.
I have joined an amazing company and love working for Henson Crisp. Everyone is so friendly and helpful. Our clients have great relationships with all members of staff and we are always receiving compliments from them. We have recently been recognised as Peterborough’s Small Business of the Year 2022 and I am so proud to be part of this team.
I recently emigrated to the UK with my husband and young son. We love exploring this country with most weekends going on walks or cycling only to find something beautiful around every corner – from the beautiful buildings, churches, homes and parks to the lakes and forests in my neighbourhood. There is always something to keep us occupied! I also love reading and going to the movies.
Favourite Food – Macaroni Cheese and Nandos and any Seafood
Favourite Place – Fraser Island
Favourite Book/Film – Pillars of The Earth – Ken Follett / Footloose
Favourite Music – Rock and Roll baby!
Favourite Board Game – Monopoly
Contact Details
Ground Floor Bank House, The Lawns, 33 Thorpe Road, Peterborough, PE3 6AB
Telephone: 01733 355120
Fax: 01733 555522
About me:
I joined Henson Crisp November 2022. Previously, I worked in marketing for a variety of businesses over the last 5 years. My role is to increase the marketing activity and put Henson Crisp at the forefront of peoples minds when it comes to talking finances. I am enjoying my role with Henson Crisp and already feel part of the team.
In my personal life I have a daughter, two-step children, a Husky and four cats so I am used to hectic household! When I have some time to myself I like to crochet and listen to true crime podcasts, with some occasional baking.
Favourite Food – Wagamama & Chocolate
Favourite Place – The Pirin Mountains in Bulgaria
Favourite Book/Film – The Lake House – James Patterson
Favourite Music – Anything really
Favourite Board Game – Rapidough
Contact Details
Ground Floor Bank House, The Lawns, 33 Thorpe Road, Peterborough, PE3 6AB
Telephone: 01733 355120
Fax: 01733 555522
About me:
Casper bounded into the Crisp house in September 2017 literally turning it upside down. He is a Bavarian mountain hound and works alongside Jonathon when he is deer stalking. Back at home he has difficulty accepting that he is not a human being and insists on being involved with enthusiasm in all activities occurring in the Crisp home. He loves our old Labrador Ruby who doesn’t always appreciate being charged into at full speed when having a gentle stroll around the garden. Casper has adapted well to regular visits to the office and interacts well with all the team.
Favourite Food – Pigs Ears (Friday treat) or anything I can steal when they aren’t looking!!
Favourite Place – The sofa or in front of wood burner
Favourite Film – Turner and Hooch
Favourite Music – Snoop dog
Favourite Game – Pie Face
