Expertise
- Pensions on Divorce
- Investment Planning
- Retirement Planning
- Retirement Options
- Charity controlled investments
- Trustee controlled investments
- Cash flow modelling
- Farming & agricultural estates
- Inheritance Tax Planning
- wealth preservation
Summary
Financial advice & wealth management is about bringing families freedom, choice, comfort and security.
David has over thirty years’ experience in family wealth planning, advising and supporting private clients, trustees and small businesses. A pension & investment specialist, he works with clients to help them clarify their objectives, and then builds & implements creative financial solutions, working closely with clients’ other professional advisers (solicitors, accountants and other specialists) where appropriate.
Henson Crisp is a small, family owned IFA practice with an enviable record in providing advice and support to private clients. Now in our twelfth year, we are working with David to bring our successful independent financial advice proposition to Kent and Sussex. David complements the broad range of advice already available to Henson Crisp’s clients, bringing experience in the sensitive financial planning aspects of divorce, as well as reviewing trust controlled investments and cash-flow modelling.
Henson Crisp Ltd is authorised and regulated by the Financial Conduct Authority, no. 469175 but some services, for example stand-alone cash flow modelling and tax planning, are not regulated.
David Brunning FCMI, DipPFS, CERT CII (MP)