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Wealth Management

Wealth Management and Financial Planning

Private individuals benefit from our pension advice as well as our expertise in asset and wealth management, tax mitigation and inheritance planning. Additionally, we can help with investing inherited lump sums. We also have particular experience supporting clients in difficult times such as separation or divorce. We believe we add most value to clients who have in excess of £250,000 in investable assets excluding their main home or earn over £100,000 per year. However, this is not a hard and fast rule.

For corporate clients, owner-managed businesses, trusts and charities, we facilitate workplace pensions, employee benefits, shareholder protection insurance and business continuity planning.

Our advice is always impartial and professional. We pride ourselves on building strong relationships with our clients. We have no ties to particular insurance companies. Therefore, we are delivering good outcomes as all of our recommendations are specific for each client’s individual needs. We are bound only to our clients and to making sure that you get the best value for money. We work to ensure your pensions and investments are tax-efficient and geared towards long-term growth.

How We Work

We focus on providing holistic wealth management. Our principle business is advising on investments and pensions. However, we do provide an all-in-one solution for our clients, covering all aspects of their lives. A client can be a business owner, spouse, parent and grandparent all in one. We take all these varying aspects into account in providing a unique, tailored proposal to guide our clients’ journeys.

Your Goals

Your goals and objectives come first. In our initial meeting, which is at our cost, we listen to you and outline in brief how we can assist. Moving on, we provide financial advice that is tax-efficient and jargon-free. You invest at a level and with a degree of risk with which you are comfortable, with full transparency of charges. As part of our service we meet at regular intervals to discuss your investments and implement changes based on new circumstances and financial goals.

For businesses, trusts and charities we administer pensions that are tailored to your requirements.  We ensure they are part of a package that helps attract, retain and motivate your best staff. We also help you structure your business shareholdings, ensuring the business can keep running smoothly in all circumstances, including if key members of the business become ill or pass away.

Preserving Your Wealth

With a wealth planning strategy in place to protect what you have worked hard for and see it passed on safely down the line, you can rest assured, knowing you are in good hands.

Over the next 20 years the number of families with multiple generations in retirement at the same time will exceed one million. This means people may need to start reassessing how they plan for the later stages of life.

At Henson Crisp we advise different generations of families to ensure the wealth is preserved within the family. We provide a targeted strategy for young and old alike as part of our holistic service. We feel that this is the best way of serving of clients’ long-term needs.

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