OUR ENGAGEMENT PROCESS
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.
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.
