Henson Crisp taking care of your future, offering specilaist retirement advice in Peterborough and London
Financial well being by Chris Budd

Founding member of the Initiative for Financial Wellbeing (IFW)

Taking a look at a typical case study where we made savings of £16,000 by clawing back tax efficient savings towards a pension pot and making informed investment choices

Henson Crisp is proud to announce partnering the Initiative for Financial Wellbeing (IFW), brainchild of author and financial adviser Chris Budd.

The purpose of the IFW is to support financial advisers, planners and coaches to help guide their clients to become happier financially, as well as wealthier.

The five key principles of the IFW are:

  1. To explore and promote the relationship between money and wellbeing
  2. To provide a meeting point for the sharing of ideas
  3. To influence institutions that deal with customers on a mass scale
  4. To provide a resource for the financial services community to help those who cannot afford to pay for it
  5. To influence financial education to focus on wellbeing

What is the IFW's definition of financial wellbeing?

The IFW defines financial wellbeing as; ‘how money can be used to increase our happiness'. It requires members to offer clients guidance and thoughts around establishing their understanding of money, in such a way that it is likely to lead to happiness and not just wealth.

Money and mental health, the link

There is a clear link in society between money and mental wellbeing. The IFW will be supporting research into exploring this link with the aim of helping to foster awareness of issues, whilst designing solutions to support those qualified to help clients navigate to personally better financial resolutions.

Jonathon Crisp of Henson Crisp: “Becoming a founding member of the IFW is vitally important to both myself and the team at Henson Crisp. We offer our clients financial guidance, products and solutions geared to support their circumstances, desired outcomes and entire financial life journey. The IFW key principles resound with our client approach and we look forward to playing an important role in assisting the IFW develop further over the coming years, helping to shape the agenda.”

Because of the current Coronavirus situation, we are changing how we conduct our meetings Learn more →

Henson Crisp Limited

Telephone: 01733 355120 / 02036 377140
Email: enquiries@hensoncrisp.com

Registered Office:
Ground Floor Bank House, The Lawns, 33 Thorpe Road, Peterborough, PE3 6AB.
Registered in England, No. 06266686

Offices in both Peterborough and London.
Financial Advice for individuals and companies.

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Regulatory Statement

Henson Crisp provides Independent Financial Advice.

Henson Crisp Limited is authorised and regulated by the Financial Conduct Authority (register.fca.org.uk/). Financial Services Register No: 469175

Our alternative dispute resolution provider is the Financial Ombudsman Service.
Their website is financial-ombudsman.org.uk