Retirement Planning Specialists – Wealth Management and Financial Advice for Private & Corporate Clients
About Henson Crisp
As a business we have advised clients for over 13 years. We are proud that most of our new clients come to us through recommendations. Our experienced team have collectively worked in financial services for over 50 years. Some families have been clients for over 20 years and we now act for 3 generations.
Our Philosophy – Money is a Tool for Happiness
We believe that money doesn’t make you happy in itself. If you use it wisely, it can help you have better health, relationships and free up your time to do the things you enjoy. We believe in financial wellbeing for directors and employees alike. With this in mind, when we advise on a pension or an investment, we’re looking at both your overall lifestyle and the benefits it will bring to you – not just in purely financial terms.
Our success depends entirely on the financial success of our clients and ensuring we share a long-term collaboration. The majority of our clients have come from personal recommendations, be it from existing clients, solicitors or accountants. Our fee income incentivises us to provide ongoing, high-level support to our clients over the long term. Therefore, we are not into quick gains.
Professionalism and compliance are undoubtedly serious. As a result, independent compliance officers ensure that we remain focused on client objectives and Treating Customers Fairly (TCF – a key component of the Financial Conduct Authority’s agenda). This is in addition to statutory compliance with all Financial Conduct Authority regulations.
Our experienced advisers help our clients achieve their financial goals, both before and after retirement. Supporting them is a dynamic office team who follow the same study path as our financial advisers. You can be sure whoever you speak to in our office, your requirements are met with friendliness, approachability and professionalism.
Private & Corporate Clients
Over the last 13 years the business has grown and we now advise on approaching £150m of funds. This is 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 experienced staff are encouraged, supported and funded to take exams. The majority of our senior staff have been promoted from within the business, so clients get to know them, and the person they are dealing with.
You’re an Individual
Unlike most large organisations we believe in providing a service where clients are not just a number. We encourage client relationships with the wider team so they are happy to call the team if they are unsure of something.