Henson Crisp are Independent Financial Advisers (IFAs) providing bespoke wealth management and financial planning advice and services to private individuals and businesses across the UK.
In 2007, we opened the doors with three employees, 25 families, and £15 million assets under management. Since then, we have grown to eleven employees, 150 families, and in excess of £150 million in assets under advice.
Clients and the community are at the heart of all that we do. As an established firm, we pride ourselves on the service provided to our clients. Over the last 15 years, our growth has exceeded our expectations thanks to professional and personal recommendations, in which we take great pride.
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.
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.
Private & Corporate Clients
Over the last 15 years the business has grown and we now advise on assets in excess of £150 million. 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, 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, ad 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.
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Financial Wellbeing & Success
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, employees and individuals 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.