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Shreya Kukadia

Financial Planning Consultant DipPFS in Radlett

A little bit about Shreya

I provide holistic financial planning to individuals, families, business owners, and entrepreneurs. With over 20 years’ experience in professional services, I deliver practical, personalised advice tailored to your goals and circumstances. My aim is to empower you to make confident financial decisions, providing clarity and peace of mind so you can focus on what matters most. Whether building wealth, planning for retirement, investing for the first time, or protecting your family, I help you create a strategy designed around you and your long-term financial wellbeing.

Find out more about me below.

Start the conversation

Get in touch if you’d like to discuss how I can help you with windfalls and lump sums.
Contact me today

An adviser’s insight

If it’s time for financial advice, I can help you

Graphic of elderly couple passing wealth to their relatives

Coming into a sum of money can be exciting and overwhelming at the same time, especially if it’s sudden or unexpected. And while you’re trying to process all the emotions involved, you’ll probably have to make some important financial decisions as well.

Whether you’ve received an inheritance, a windfall, or a lump sum from work, having an adviser to help guide you and make a sensible plan can take away some of the stress and worry so you can focus on the benefits.

I can help you understand all the different options available to you, taking advantage of any allowances so your money works as tax-efficiently as possible.

I can also help you adjust your financial plans or make completely new ones by showing you how the choices you make today could impact your future.

Together, we can put your money to work in a way that helps you feel confident about the future.

Tax treatment varies according to individual circumstances and is subject to change.

Approver Quilter Financial Services Limited. April 2026.

Services

Holistic planning

Establishing and reviewing trusts, complete personal risk management planning, short- and long-term savings and investments.

Income Protection

Permanent health insurance to provide a regular income should you be unable to work due to illness or injury.

Investments

Wealth management advice to make your money work as hard as it can for you, including making the most of any tax breaks available.

Pensions

Expert advice to help provide comfort in your retirement.

Protection

Whole of life and term assurance protection, private medical arrangements, critical illness insurance.

General Insurance

Home contents insurance, buildings insurance.

Business Services & Protection

Commercial mortgages/remortgages, workplace pension and employee benefits. Commercial mortgages are by referral only.

Qualifications

Diploma in Regulated Financial Planning

  • The Level 4 Diploma in Regulated Financial Planning from the Chartered Insurance Institute develops core technical and initial financial planning understanding.

More about me

My journey into financial planning began during my Economics degree, which sparked a passion for understanding how financial decisions can create opportunities, provide security, and support long-term financial independence. Throughout my career, I have held a variety of client-facing roles, giving me valuable insight into the financial challenges and opportunities people encounter at different stages of life. This experience has shaped my structured, client-focused approach and reinforced my belief in the meaningful difference that clear, well-considered financial planning can make.

I begin every client relationship by taking the time to understand what matters most to you, your priorities, aspirations, and vision for the future. This enables me to deliver holistic financial planning across wealth management, retirement planning, personal and business protection, cash management and wealth preservation, creating practical, bespoke strategies that evolve alongside your changing circumstances and long-term objectives.

I believe that successful financial planning is built on trust, transparency, and integrity. My role is to simplify complex financial decisions, providing clear guidance and tailored advice that empowers you to make informed choices with confidence. I am committed to supporting you at every stage of your financial journey, helping you achieve your goals with clarity and peace of mind.

Outside of work, I'm a proud mum to two wonderful boys. I enjoy discovering new destinations through travel and maintaining an active lifestyle through Pilates, yoga, and the gym.

What to expect

In advising you, I follow a simple and trusted 3 step process:

1. Free intro call to understand your needs

We will arrange a time to talk about your goals and plans.

2. Personalised plan

I'll prepare a tailored plan which always takes full account of your goals, and gives you the steps and expert support from me to get there. All explained simply.

3. On going check-ins, on your terms

I'll be there as your financial adviser to give you the support you need.

The Financial Conduct Authority does not regulate some employee benefits, tax planning, inheritance tax planning, estate planning, succession planning, trusts or some buy-to-let mortgages.

The guidance and/or information contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.

Registered Office: Quilter Financial Advisers, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 05693185. Lighthouse Financial Advice Limited, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 04795080.

Quilter Financial Planning Network only: This financial promotion was approved by Quilter Financial Services Ltd & Quilter Financial Ltd on 16 July 2026.