Testimonials

Read some of the feedback received from clients.
Puja helped my partner and I obtain our income protection policies last year. She made the whole process stress free and found us the best policies to suit our circumstances. Puja was professional and knowledgeable throughout the entire process and we will be recommending her to all of our coll...
Melissa Boyd, Liverpool
I have known Mrs Crudden since 2012 when I started my surgical training. She set up an income protection for me and she has been regularly tailoring it according to my career progression. She has always been there for me and my family ever since, advising us on changes in pension scheme, financ...
Adriana Kovacova, Ophthalmologist
Puja always translates obscure financial information into clear English and makes me feel confident that I understand what I'm signing up to. I trust her advice and have recommended her to friends who needed financial advice. I look forward to her visit each year.
Anne, Retired NHS Consultant
We have been advised by Puja for several years. now. We have always found her readily available and her advice to be trustworthy, sound and honest. Puja is not only very professional in her dealing with clients; she is also very personable. We would have no hesitation in recommending her servic...
Carol Francis and Mark Traynor
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 manne...
Catherine Spelman, Advanced Neonatal Nurse Practitioner
Having known Puja Crudden for over 10 years, and my wife and I have always valued Puja's professionalism, dedication, knowledge and experience. It has always been a pleasure to welcome Puja into our home and feel that we have received trustworthy advice throughout the years. We would have no he...
Dr Alistair H Clark, Retired Medical Practitioner, Heswall, Wirral, Merseyside
For ten years I have had exceptional service and support from Puja, giving me the highest quality advice tailored to my changing career and lifestyle through the years. Her devotion and energy put into ensuring her clients get the best options has been unwavering for a decade, with proven results ye...
Dr James Wallace, Consultant in Emergency Medicine, Chester
I have known Puja for a long time. During all these years she has been exceptional in her service and support. She has an extensive knowledge which she shares with her clients, giving clear and trustworthy advice. I always felt at ease knowing that Puja puts my interests first when dealing with...
Dr Maria del Carmen Frias-Jimenez, Doctor, Heswall
I would like to thank Puja Crudden for her professional advice that I have received. The service and support has always been exceptional. I am absolutely delighted with your service. It is really refreshing to work with a financial adviser who is truly interested in their client's needs, circum...
Eddie Sheridan
Puja is outstanding in her role. Over 8 years she has always given us excellent advice. She has tailored this to our changing needs, family and work situations, and completely personalises her service. Puja is an exceptional person, very knowledgeable and extremely dedicated to her clients and ...
Fiona Spencer
I am very close to retirement and despite meeting several pension advisers, remained totally confused re my pension management. Thankfully a colleague helped in setting up a meeting with Puja who, he insisted, was very knowledgeable in pension matters. Within a few minutes of our first meeting,...
FJS
Puja has given me great advice and I trust her completely when dealing with my portfolio. I find her trustworthy, knowledgeable and she has always put my interests first. I would not hesitate in recommending her to anyone.
Graham John Parker, S/E Landscape Gardener, Heswall