Puja Crudden

DipPFS

I am the Director of Crudden Financial Planning Ltd, a Partner Practice of St. James's Place and have more than 18 years’ experience in the financial services industry. I pride myself in providing an invaluable service to all of my clients.

About

I have specialised for many years in the financial care of Medical and Dental Professionals. I have developed an acute knowledge of the various NHS Pension Schemes, and the tax affairs and concerns of medical practitioners.

I deliver an holistic planning approach to all my clients over a short, medium and long-term basis, providing an invaluable service to them. Most of my new clients are personally recommended to me by long standing, valuable existing relationships, this gives me great satisfaction to know that my advice is valued and trusted.

I am committed to ensuring that my industry knowledge remains relevant and current by placing strong emphasis on my personal development. This, along with the pride and dedication that I place on developing solid personal relationships with my clients, ensures that I am able offer a rounded, professional and principled service.

Our advice will be delivered at your convenience - either in your place of work or home.

The levels and bases of taxation, and reliefs from taxation, can change at any time. The value of any tax relief depends on individual circumstances.

Testimonials

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Puja was recommended to me by a friend and I am delighted with the level of dedication and professionalism she puts into her work. She has been clear and thorough in her explanations and recommendations. I feel I can ask her anything and she is able to answer and explain issues to me in a manner ...

Catherine Spelman| Advanced Neonatal Nurse Practitioner
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The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.

Crudden Financial Planning Ltd is registered in England and Wales, Number 11083289. Registered Office: Langtons Professional Services Ltd, The Plaza, 100 Old Hall Street, Liverpool, L3 9QJ.