Henson Crisp Ltd
10th June 2019
Making your future possible.
We can advise you on
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Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Unit trusts
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Insurance & protection
- Accident & sickness
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
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Business
- Corporate pension
- Employee benefits
- Group critical illness
- Group income protection
- Group life insurance
- Group pensions
- Group private medical insurance
- Group protection
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Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
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Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
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Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning
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Financial planning
- Wealth management
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Long term care
- Long term care
Meet our advisers
Jonathon Crisp
Managing Director
Qualifications & Accreditations
CF2 - Investment and Risk (CII)
This examination assesses a knowledge and understanding of investment products and the risks involved.
CF8 - Certificate in Long-Term Care Insurance (CII)
This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.
K10 - Retirement Options (CII)
This examination assessed knowledge and understanding of income generating options and applying the knowledge to retirement planning situations.
R01 - Financial Services, Regulation and Ethics (CII)
This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.
R02 - Investment Principles (CII)
This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.
R03 - Personal Taxation (CII)
This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.
R04 - Pensions and Retirement Planning (CII)
This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.
R05 - Financial Protection (CII)
This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.
R06 - Financial Planning Practice (CII)
This qualification helps advisers develop and demonstrate their financial planning capabilities.
Jake Burton
Financial Planner
Qualifications & Accreditations
R05 - Financial Protection (CII)
This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.
R04 - Pensions and Retirement Planning (CII)
This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.
R03 - Personal Taxation (CII)
This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.
R02 - Investment Principles (CII)
This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.
R01 - Financial Services, Regulation and Ethics (CII)
This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.
What our clients say
I knew I did not want to leave my hard earned capital to the State on my death but did not know what options were available to me. Henson Crisp Ltd informed me of my options in an understandable language and helped me select the best option for my circumstances
My children received a large inheritance from my parents and I did not want them to just spend the money when they became 18. Henson Crisp helped me invest the capital for my children, selected the appropriate trust to help me achieve what I feel is best for my children's future and they have reviewed the Trust every year since they set it up. Thankfully they made the entire process easy for me to understand
I was approaching retirement and did not really understand what I needed to do. Over the years I had managed to collect 7 different pensions and none of the providers were able to give me independent advice. Henson Crisp explained the options available to me and what each one actually meant in words that I could understand. I went into retirement confidently and remain confident with Henson Crisp keeping me updated with any changes that are relevant to me
Where to find us
Henson Crisp Ltd, 33 Thorpe Road, Cambridgeshire, Peterborough, PE3 6AB
Make an enquiryAbout us
Henson Crisp Limited was founded with its main objective being to assist clients both personal and corporate in their financial planning matters, with a strong belief that financial advice is about building long-term relationships.
We don't restrict ourselves to just recommending products to you, we consider the financial implications of them and the impact they may have on your goals and aspirations.
Our services
We review your plans and financial outlook on a regular basis. Our financial advisers will assess the projected value of your pension fund, savings and investments - and see how they measure up towards achieving your retirement objectives.
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