Expertise
- Pensions on Divorce
- Pensions Freedom
- Pensions for Directors
- Cash flow modelling
- Trustee controlled investments
- Charity controlled investments
- Sustainable investments
- wealth preservation
- Inheritance Tax Planning
- Farming & agricultural estates
Summary
I am delighted to start 2019 by joining Henson Crisp. Jonathon Crisp has built a highly successful financial planning and wealth management practice with an enviable reputation across the Midlands and East Anglia. The firm is now expanding the breadth of advice offered to clients and professional connections, and will bring the same bespoke service and quality advice to clients in the South East with the opening of a new regional office, supporting the existing facilities in Peterborough and London.
I have thirty years’ experience in advising private clients and their families, supported by advanced Chartered Insurance Institute qualifications. I will be working closely with Jonathon to support the firm’s existing clients, develop new professional relationships and deliver creative, successful solutions for clients.
A Fellow of the Chartered Management Institute, I use my 30 years professional financial planning experience to help clients, their families and business owners realise their life ambitions by managing their wealth effectively. Careful analysis, clear objective setting and creating innovative, practical solutions are key to my success in becoming a trusted partner, working collaboratively with clients and stakeholders.
Experience
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Henson Crisp Ltd
Financial Planner
- Current
Qualifications
Fellow of the Chartered Management Institute
Diploma - Personal Finance Society
Chartered Insurance Institure - Mortgage Certificate
CII G60 Pension Transfer Specialist
