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OUR TERMS OF BUSINESS

The FCA states that certain information is to be provided to the client prior to business commencing. This ensures that the relationship between the client and the firm is clear

Our typical terms of business are set out in our Client Agreement. However, we will discuss your preferences such as how we are paid when you ask us for our advice.

OUR ENGAGEMENT PROCESS

Initial Consultation

Our initial discussion is at Henson Crisp’s expense and with no charge to you. This is your opportunity to explain your needs and discover what we do. It will also give us the opportunity to see whether we can help you achieve your financial objectives. We will also explain our data privacy policy and charging structure.

Completion of personal financial and risk assessment questionnaires

We will gather information about your existing financial arrangements and personal circumstances. This will include your investment knowledge and your ability to accept risk.

Issue engagement documentation

We issue a letter detailing our understanding of your objectives. The letter will also specify the service we propose to provide and how much it will cost you.

Analysis of information

We will analyse your existing arrangements to assess their suitability for you. This will be the basis for our recommendations.

Recommendation and second meeting

We will provide you with a recommendation report. This will outline our recommendations moving forward.

We will also offer a second meeting to explain and discuss our recommendations in detail.

This is the point at which the initial fee would typically become due.

Policy arrangement and implementation

Once agreed, we will action the recommendations set out in the report.

We will handle all fund and policy administration on your behalf. This includes liaising with the relevant bodies and ensuring that the requested action takes place in a timely manner.

We will provide regular updates to keep you informed of our progress.

Ongoing management and review service

Your financial objectives may change over time due to changes in your lifestyle or
circumstances. We believe it is essential to ensure that your portfolio continues to meet your lifestyle and investment objectives.

Therefore, we will meet regularly to review your financial objectives and recommend any changes required.
GET IN TOUCH
Start your journey to financial freedom today.
CONTACT US
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).

Financial Advice for individuals and businesses
Site Disclaimers

No investment decision should be taken based on the content of this site. Always take full individual advice first. 

Henson Crisp Limited cannot be held responsible for the accuracy of the content of external websites.

The information contained within this site is subject to the UK regulatory regime and is therefore targeted primarily at consumers based in the UK.

The Financial Ombudsman Service (FOS) is an agency arbitrating on unresolved complaints between regulated firms and their clients. Full details can be found on its website at www.financial-ombudsman.org.uk.
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