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REAL STORIES OF FINANCIAL SUCCESS

We believe every client has a unique story. From retirement planning to navigating life transitions, our personalised approach empowers individuals to achieve their financial goals. Here are some of the journeys we’ve been privileged to be part of.

Achieving Early Retirement

Colin, 61

I started working with Henson Crisp in 2017 after deciding I wanted to transfer my work pension. At the time, I wasn’t sure how to go about it and needed professional guidance. I found Henson Crisp online, and from my very first meeting, I knew I’d made the right choice. The team was friendly, helpful, and knowledgeable, which immediately put me at ease.

The process of moving my pension was handled seamlessly. My adviser tailored a tiered risk investment plan to suit my specific needs and circumstances. This personalised approach gave me the confidence to proceed and trust their expertise. Over the years, I’ve appreciated the regular discussions and the convenience of having a local team to work with.

One of the biggest milestones since starting with Henson Crisp has been my early retirement. Thanks to the advice and pension projections they provided, I was able to retire earlier than I’d anticipated. Not needing to work any more has been incredibly empowering and has given me peace of mind about my financial future.

Looking ahead, my goal is to maintain my current living standard and ensure my pension funds grow above inflation.

Overall, I’ve had a good experience with Henson Crisp and wouldn’t hesitate to recommend them to others. 

They’re a professional, approachable team that has helped me make an important financial decision, and I’m confident they’ll continue to support me as my needs evolve.

Finding Financial Freedom

Lucinda*,  64

In 2018, at 58, I realised I needed solid advice to plan my retirement. I’d been working with another adviser, but concerns about market volatility and my limited financial knowledge left me uncertain. That’s when I turned to Henson Crisp.

I knew Jonathon Crisp personally, so I felt comfortable reaching out. From our first meeting, I was impressed by how helpful and friendly the team was. I needed professional, reliable advice, and I knew immediately I was in the right place.

My main goal was to build enough pension savings for a secure retirement. Henson Crisp provided well-researched, personalised advice that gave me the confidence I needed. One of the most reassuring moments was when I first became a client—knowing my finances were in safe hands brought me peace of mind.

Since working with Henson Crisp, my pension savings have grown steadily, and I feel secure about my financial future. The regular reviews and ongoing communication have been key to keeping everything on track. Most importantly, I no longer worry about my finances, allowing me to focus on enjoying life.

I’d absolutely recommend Henson Crisp. The professional service and dedicated staff have given me the peace of mind I was searching for.

Two Decades of Financial Advice

Colin,  78

I’ve been working with Henson Crisp for 20 years now. My journey started when I appointed Jonathon, who was our adviser at another company as my financial adviser. At the time, I was newly retired and realised I needed professional financial advice, particularly around investment growth and tax efficiency. Managing my finances on my own was becoming overwhelming, especially given my lack of financial knowledge.

While I can’t recall the details of my first meeting with Henson Crisp all those years ago, I know my initial impression was positive. Over the years, I’ve come to value their consistent advice, tailored to my needs through annual meetings and prompt responses to my questions. Their guidance has helped me overcome significant challenges, including market downturns.

One of the standout achievements in our journey together has been setting up trusts, ensuring financial security for my family. It brings me peace of mind knowing my grandchildren have benefitted from these arrangements. In fact, a memorable moment was when Jonathon explained changes in the international market, helping me feel more confident about the future. Another highlight was their swift action in helping with my granddaughter’s school fees, particularly ahead of a recent budget.

I greatly value their friendly, trustworthy nature and the sound advice they provide. I truly enjoy my annual meetings with the team. They’re a group of pleasant, professional people who are always willing to offer proactive advice. As I look ahead, my financial goals include better investment returns and managing inheritance taxes. I trust that with Henson Crisp’s help, I’ll continue to make informed decisions for my family’s financial future.

If someone asked whether I’d recommend Henson Crisp, my answer would be “probably.” They’re lovely people to work with, and their advice has been instrumental in my financial journey.


WHAT OUR CLIENTS HAVE TO SAY

  • "Excellent firm providing a first class service. Helpful and friendly staff. Thank you."

    - S, Peterborough

  • "I would like to share some feedback. I have for the last few weeks been dealing with Henson Crisp to sort out my finances. I was dreading this as I have recently lost my son and a few years ago my husband. So a very emotional task for me. I don’t know why I worried. 

    Everybody was so pleasant and helpful, particularly Jonathon and Beth who was an angel. Nothing was too much bother. Within a couple of visits you feel like part of the family.

    Henson Crisp were recommended to me by very good friends I now know why. A big thank you to all."

    - E, Peterborough

  • "Fantastic, friendly and knowledgeable service. I would highly recommend as we always do to our family and friends."

    - V, Peterborough

  • "Every step of the way was explained carefully and thoughtfully by Jonathon at Henson Crisp. Nothing has ever been too much trouble. I have always felt very confident with Jonathon's advice and expertise. I would highly recommend him to all."

    - K, Huntingdon

  • "Excellent service and personal advice from a very friendly team, who are consistently helpful and keen to forge a relationship with, and provide tailored advice to, this younger and smaller client. 

    Jonathon has also advised family members for many years, consistently going above and beyond in a variety of situations."

    - J, Leighton Buzzard

  • "Lovely, helpful people that keep you up to date with your finances. Celebration at Peterborough Cathedral was a great touch for our services. Thank you Jonathon."

    - I, Irchester

  • "I have been with Henson Crisp (Jonathon) now for a number of years and cannot fault them in any way. It has been a very turbulent time over the last few years with all that has gone on, financial crisis, Brexit and Covid19. However I have had an honest approach to my finances which have faired very well in a difficult climate. This in turn has enabled me to consider my retirement much earlier than I had planned. 

    I have recommended them to a number of people and would not hesitate to do this again in the future.The service they provide is open and friendly and the advice they give, is of a benefit to me as opposed to Henson Crisp."

    - R, St Neots

  • "Jonathon at Henson Crisp has been by my financial adviser for close to 20 years and has always given clear and precise advice on financial planning for my both myself and my wife. With his guidance we have developed a mixed portfolio that extends beyond traditional pensions. 

    He and his team are very responsive and always happy to help with any questions that arise. If you are looking for straight and honest independent financial advice I can highly recommend Jonathon and everyone at Henson Crisp."

    - R, Hemingford Grey

  • "Outstanding is the only word I can find to describe the service provided by Jonathon Crisp and his team at Henson Crisp. The word 'service' also falls short to describe the team's commitment to providing not only first-class financial planning and management but also to supporting our family as a whole, looking at every aspect of our wellbeing and needs beyond the parameters of simple pounds and pence - put simply - they care, they encourage and they inspire.

    Practically, I have never encountered a more efficient group of people who respond straight away to - and then follow up - any query great or small; when you receive an email from Henson Crisp you also receive an image of the smiling face of the person with whom you are dealing!

    It is no exaggeration at state that Jonathon and his team have transformed our lives during the last twelve months, they are a delight to work with and I can highly recommend them to anyone who is seeking help with any aspect of financial management and planning. Thank you very much indeed!"

    - C, Derby

  • "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

  • "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

  • "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

  • "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

LIFE IS A JOURNEY, NOT A DESTINATION

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Henson Crisp Limited

Telephone: 01733 355120

Email: enquiries@hensoncrisp.com

Henson Crisp Ltd is directly authorised and regulated by the Financial Conduct Authority, financial register number: 469175. Company is registered in England & Wales 06266686; (Registered office: Ground Floor, Bank House, The Lawns, Peterborough, Cambridgeshire, PE3 6AB).

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