Business Details
20 Years
experience
Independent Financial Advisers in Peterborough
Henson Crisp is an independent financial advisory firm based in Peterborough, specialising in retirement planning, pensions on divorce, and business exit strategies. Established in 2006, we combine over 15 years of industry experience with a client-centric approach, prioritising long-term relationships and tailored financial solutions. Our team holds qualifications in financial planning, investment management, and pension advisory services, ensuring comprehensive expertise across all areas of personal and business finance.As a founding member of the Institute for Financial Wellbeing and a Living Wage Employer, we demonstrate commitment to both client outcomes and community impact. Our holistic methodology integrates cashflow modelling, risk assessment, and regular portfolio reviews to create adaptable financial plans aligned with individual life goals.
Services
Retirement Planning
Pensions on Divorce
Business Exit Planning
Investment Management
Generational Wealth Transfer
Protection Insurance
Inheritance Tax Planning
Details
- Year established: 2006
Highlights and features
- We offer 15+ years of experience in independent financial advisory services
- Our team holds FCA-authorised qualifications in pension and investment planning
- We implement cashflow modelling technology for precise financial projections
- Our client retention rate exceeds 95% through personalised service delivery
- We maintain transparent fee structures with no hidden charges
Associations and certifications
- Financial Conduct Authority
What people say
First class service
Friendly and knowledgeable
Personalised advice
Proactive communication
Family-like approach
Services
Retirement Planning
Our retirement planning service creates tailored financial roadmaps for clients approaching retirement. We analyse current assets, projected pension entitlements, and lifestyle goals to develop sustainable income strategies. Using cashflow modelling technology, we simulate various scenarios to ensure financial security throughout retirement while accounting for inflation and healthcare costs. The service includes regular portfolio reviews and tax-efficient withdrawal planning.
Pensions on Divorce
Specialist pension division services during divorce proceedings. We provide expert valuations of pension assets, explain division options like pension sharing orders, and assess long-term financial implications. Our team collaborates with legal professionals to ensure fair settlements while protecting clients' future financial stability through post-divorce investment restructuring.
Business Exit Planning
Comprehensive business exit planning for owners considering retirement or sale. We evaluate company valuation, tax implications, and personal financial goals to create exit timelines. The service includes succession management, asset diversification strategies, and post-exit income planning to ensure financial continuity after business disposal.
Investment Management
Active investment management across diverse asset classes. We construct risk-profiled portfolios aligned with financial objectives, using both traditional and alternative investments. The service features quarterly performance reviews, tax-efficient structuring through ISAs and SIPPs, and dynamic rebalancing to maintain target allocations amid market fluctuations.
Generational Wealth Transfer
Wealth preservation strategies for intergenerational transfers. Our service includes inheritance tax mitigation through trusts and gifting strategies, lifetime allowance optimisation, and creation of legacy structures. We coordinate with legal professionals to ensure estate plans reflect clients' wishes while maintaining compliance with evolving tax regulations.
People
Jonathon Crisp
Managing Director
With over 20 years' experience in financial services, Jonathon leads our advisory team. He specialises in retirement planning and investment management, holding Level 4 CII qualifications. His client-focused approach has maintained long-term relationships spanning two decades.
Sarah Normington
Executive Assistant to Jonathon Crisp
Sarah provides strategic support to the Managing Director with 15 years' experience in financial services administration. She ensures seamless client communication and coordinates advisory processes across the firm's key accounts.
Georgina Bellinger
Operations Director
Georgina oversees daily operations with a focus on service efficiency. She manages compliance procedures and implements technology solutions to enhance client experience, bringing 12 years' industry expertise to her role.
Beth Lilley-Compton
Financial Planner
A qualified financial planner specialising in pensions on divorce, Beth combines technical expertise with empathetic client support. She has developed our specialist service for clients undergoing marital financial transitions over eight years' practice.
Steven Wilmer
Paraplanner
Steven provides technical analysis and documentation support to advisers. With Level 4 paraplanning qualifications, he prepares detailed financial reports and ensures regulatory compliance in all client documentation across 100+ client files.
Questions
What happens during the initial financial consultation?
Your first meeting is complimentary and lasts 60-90 minutes. We discuss your financial goals, review current assets, and assess risk tolerance. No obligations exist, allowing you to decide if our services meet your needs.
How often should financial plans be reviewed?
We recommend annual reviews, with additional meetings available for significant life changes. Quarterly portfolio updates and market commentary ensure ongoing plan relevance between formal reviews.
Do you provide online account access?
Clients receive secure digital access to portfolios and documentation through our encrypted client portal. Real-time investment tracking and document sharing features support transparent communication.
What qualifications do your advisers hold?
Our team maintains Level 4 CII qualifications with specialisms in pensions, investments, and financial planning. All advisers complete annual continuing professional development exceeding FCA requirements.
How are fees structured?
Fees depend on service complexity: fixed charges for specific advice or hourly rates for tailored solutions. Portfolio management incurs annual percentage-based fees, all disclosed upfront in written agreements.
Can you assist with SIPP management?
We specialise in Self-Invested Personal Pension management, offering access to diverse investment options and tax-efficient retirement income strategies through multiple SIPP providers.
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