Henson Crisp

Business Details

19 Years

experience

Your Trusted Financial Advisers in Peterborough

Henson Crisp is an independent financial advisory firm based in Peterborough, dedicated to helping individuals and businesses achieve their financial goals. With over 15 years of experience, we specialise in retirement planning, pensions on divorce, and business exit strategies, offering tailored solutions that reflect our clients' unique circumstances. Our team of FCA-regulated professionals combines technical expertise with a client-centric approach, ensuring transparency, integrity, and long-term value.

We prioritise ongoing education for both our staff and clients, providing quarterly market updates and personalised guidance. Recognised for our community commitment, we partner with local charities and environmental initiatives while maintaining a founding role in the Institute for Financial Wellbeing. Our holistic methodology integrates investment management, estate planning, and protection services to create cohesive financial strategies that evolve with life's changes.

Services

Retirement Planning Pensions on Divorce Business Exit Planning Investment Management Protection Services

Details

Year established: 2007

Highlights and features

FCA-regulated expertise in complex financial planning
Personalised retirement strategies with cashflow modelling
Community-focused firm with charity partnerships
Experienced team with 15+ years of market knowledge
Holistic approach integrating investment and estate planning

Associations and certifications

Financial Conduct Authority

What people say

Exceptional service Expert pension advice Empathetic support Transparent communication Long-term trust

Website

Update Listing

Services

Retirement Planning

We create tailored retirement plans using cashflow modelling to ensure financial security during your golden years. Our FCA-regulated advisers assess risk tolerance, investment preferences, and lifestyle goals to develop sustainable income strategies. Clients benefit from regular portfolio reviews and market updates to maintain alignment with evolving objectives.

Pensions on Divorce

Specialist guidance for pension division during divorce proceedings. We provide clear explanations of valuation methods and tax implications while prioritising financial stability post-separation. Our team helps clients understand their entitlements and negotiate fair settlements through collaborative approaches.

Business Exit Planning

Comprehensive planning for business owners preparing to sell or transition their company. We align exit strategies with personal financial goals, considering tax efficiency and legacy preservation. Services include valuation analysis, timeline planning, and negotiation support to maximise returns.

Investment Management

Active portfolio management across diverse asset classes to achieve long-term growth. We construct risk-appropriate investment strategies based on individual circumstances, with transparent reporting and regular performance reviews. Our approach balances capital preservation with market opportunity capture.

Protection Services

Custom insurance solutions safeguarding against life's uncertainties. We advise on life cover, critical illness protection, and income replacement policies tailored to family needs and business requirements. Regular policy reviews ensure continued relevance as circumstances change.

People

Jonathon Crisp

Managing Director

With over 20 years' experience, Jonathon leads our advisory team. He specialises in retirement planning and has guided clients through complex pension transfers. His approach combines technical expertise with personal care, reflected in long-term client relationships.

Sarah Normington

Executive Assistant

Supporting Jonathon for 15 years, Sarah ensures seamless client communication. She coordinates reviews and maintains documentation with meticulous attention to detail, contributing to our award-winning client service standards.

Jane Crisp

Accounts Manager

Overseeing financial operations since 2010, Jane manages our internal accounting systems. Her expertise in regulatory compliance ensures transparent fee structures and accurate reporting for both clients and stakeholders.

Questions

What happens during the initial consultation?

Your first meeting is free and focuses on understanding your financial goals. We'll discuss retirement plans, pension needs, or business exit strategies without obligation, explaining our process and fees clearly.

How often should we review financial plans?

Annual reviews are standard, with additional meetings available for significant life changes. Regular reviews ensure your strategy adapts to market conditions, legislation changes, and personal circumstances.

How do you assess risk tolerance?

We use structured questionnaires and detailed discussions to understand your investment comfort zone. This assessment considers time horizons, financial commitments, and emotional responses to market volatility.

Are your fees transparent?

Yes, we disclose all charges upfront. Fees depend on service complexity and may be fixed or hourly. Ongoing portfolio management charges are clearly stated in our client agreement documents.

Can you help with divorce-related pensions?

Yes, we specialise in pension division during divorce. Our experts explain valuation methods, negotiate fair settlements, and ensure compliance with legal requirements while protecting your financial future.

What investment options do you offer?

We provide diversified portfolios across asset classes including equities, bonds, and property. Options range from cautious to adventurous strategies, with ethical investment choices also available.

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Reviews (7)

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Caroline Hodges

Jan 06, 2022 Report

Outstanding is the only word I can find to describe the service provided by Jonathon Crisp and his team at Henson Crisp. The word 'service' also falls short to describe the team's commitment to providing not only first-class financial planning and management but also to supporting our family as a whole, looking at every aspect of our wellbeing and needs beyond the parameters of simple pounds and pence - put simply - they care, they encourage and they inspire.
Practically, I have never encountered a more efficient group of people who respond straight away to - and then follow up - any query great

John Hunt

Jun 23, 2021 Report

Excellent service and personal advise from a very friendly team, who are consistently helpful and keen to forge a relationship with, and provide tailored advice to, this younger and smaller client. Jonathon has also advised family members for many years, consistently going above and beyond in a variety of situations.

Russell Tompkins

May 07, 2021 Report

I have been with Henson Crisp (Jonathon) now for a number of years and cannot fault them in any way. It has been a very turbulent time over the last few years with all that has gone on, financial crisis, Brexit and Covid19. However I have had an honest approach to my finances which have faired very well in a difficult climate. This in turn has enabled me to consider my retirement much earlier than I had planned. I have recommended them to a number of people and would not hesitate to do this again in the future. The service they provide is open and friendly and the advice they give, is of a benefit

Robert Mount

May 01, 2021 Report

Jonathon at Henson Crisp has been by my financial advisor for close to 20 years and has always given clear and precise advice on financial planning for my both myself and my wife. With his guidance we have developed a mixed portfolio that extends beyond traditional pensions. He and his team are very responsive and always happy to help with any questions that arise. If you are looking for straight and honest independent financial advice I can highly recommend Jonathon and everyone at Henson Crisp.

Grant Cameron

Apr 14, 2021 Report

We have been working with Jonathon @Henson Crisp for in excess of ten years and have been very impressed with the breadth of knowledge and the clear means of communication of the issues and decisions that should be considered. The team have then implemented the tactics and communicated well. The plan that was drawn up all those years ago continues to make better than expected progress so I would have no hesitation in recommending Henson Crisp.

Paul Emes

Jun 07, 2019 Report

David Brunning has been my financial adviser for many years; apart from being a highly experienced professional financial adviser, he is also a thoroughly nice bloke. He is committed to giving advice which is specific to the individual, the family and their situation, tailor made. He listens and cares about the ups and downs of life and provides expert guidance on how best to manage finance, to suit the changes which we all experience. I highly recommend him.

Kay Potter

Nov 13, 2018 Report

Every step of the way was explained carefully and thoughtfully by Jonathon at Henson Crisp. Nothing has ever been too much trouble. I have always felt very confident with Jonathon's advice and expertise. I would highly recommend him to all.