Godiva Wealth Management - Leamington Spa

Address: 7 Clarendon Pl, Leamington Spa CV32 5QL.
Phone: 01926298567.
Website: godiva-wealth.management
Specialties: Financial planner, Financial Advisor.
Other points of interest: Online appointments, On-site services, Language assistance, Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible seating, Wheelchair-accessible toilet, Gender-neutral toilets, Toilet, LGBTQ+ friendly, Transgender safe space, Appointment required.
Opinions: This company has 39 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Godiva Wealth Management

☎️01926298567

⏰ Open Hours of Godiva Wealth Management

Monday: 8 am–6 pm
Tuesday: 8 am–6 pm
Wednesday: 8 am–6 pm
Thursday: 8 am–6 pm
Friday: 8 am–6 pm
Saturday: Closed
Sunday: Closed

Introduction to Godiva Wealth Management

Godiva Wealth Management, located at 7 Clarendon Pl, Leamington Spa CV32 5QL, is a renowned financial planning and advisory firm dedicated to providing exceptional services to clients throughout the United Kingdom. With a phone number of 01926298567 and a website at godiva-wealth.management, Godiva Wealth Management specializes in offering tailored financial solutions to help individuals and businesses achieve their long-term financial goals.

Specialties and Services Offered

The firm's specialties include Financial Planner and Financial Advisor. They provide a comprehensive range of services, such as online appointments, on-site services, language assistance, and wheelchair accessibility, ensuring that all clients receive the personalized attention and support they deserve.

Key Features and Facilities

Godiva Wealth Management takes pride in offering a welcoming and inclusive environment for all clients. Some of the notable facilities include gender-neutral toilets, a wheelchair-accessible car park, entrance, seating, and toilet. Additionally, the firm is known for its commitment to creating a safe and inclusive space for the LGBTQ+ and transgender communities.

Testimonials and Reviews

With an impressive average rating of 5/5 based on 39 reviews on Google My Business, Godiva Wealth Management has garnered a strong reputation for its exceptional service and expertise. Clients consistently praise the firm's knowledgeable and friendly advisors, such as Daljit, who take the time to explain complex financial concepts in a clear and easily understandable manner.

"Daljit has been my Financial Adviser for a number of years. He is very professional, knowledgeable, friendly, and above all very patient, taking time to explain everything in detail so it's easily understood. I would 100% recommend Daljit and Godiva Wealth Management to anyone."

Another satisfied client shared their experience: "Daljit was very professional and provided advice on the options available. The service was fast and efficient. I would definitely recommend Godiva Wealth Management."

Why Choose Godiva Wealth Management

In today's complex financial landscape, it is crucial to have a trusted partner who can guide you towards making informed decisions. With their extensive expertise, personalized approach, and commitment to client satisfaction, Godiva Wealth Management stands out as the go-to choice for individuals and businesses seeking comprehensive financial planning and advisory services.

Final Recommendation

If you are looking for a reliable and experienced financial planner or advisor, look no further than Godiva Wealth Management. To learn more about their services and how they can assist you in achieving your financial goals, visit their website at godiva-wealth.management or contact them directly at 01926298567. Take the first step towards securing your financial future with Godiva Wealth Management today.

👍 Reviews of Godiva Wealth Management

Godiva Wealth Management - Leamington Spa

CB

5/5

Daljit has been my Financial Adviser for a number of years. He is very professional, knowledgable friendly and above all very patient, and takes time to explain everything in detail so it's easily understood. I would 100% recommend Daljit and Godiva Wealth Management to anyone.

Colin M.

5/5

Daljit was very professional and provided advice on the options available. Service was fast and efficient. Would definitely recommend.

sudarshan B.

5/5

Very apprehensive about a life time decision and very large money
involved. There are so many stories out there about fraud etc.
Daljit was very professional and although i was 80% certain of what i wanted, he took time to explain all the options. Fee structure was clear. Although there was a time delay in the process, this was not his fault but he always kept me informed and made several calls to resolve the issue. I will recommend to my colleagues.

zena S.

5/5

Daljit was most helpful and explained everything well. He was very knowledgeable and I would definitely recommend.

J D. F.

5/5

Daljit offers a high quality service who we trust with managing the important area of our finances. He takes an interest in us as his clients, understands the values we hold that determine how to invest and manage our finances and is professional and responsive in the service he offers. He has an excellent knowledge of financial matters and explains matters that are relevant to our situation.

We highly recommend his services.

S M.

5/5

We have been with Godiva Wealth Management since its formation. Daljit makes our financial options clear and answers questions succinctly without excessive use of jargon. He helps me understand my own financial situation and presents a range of options, through which I am able to make informed choices regarding my immediate and long term financial future. He is personable, approachable and always prompt and professional. We can recommend his services without hesitation.

Geoff C.

5/5

Having very little knowledge of pensions, I was very apprehensive when starting on a new scheme through work. Godiva Wealth Management were my companies appointed advisor, and I couldn't have asked for a better organisation to put my mind at rest.
Daljit explained everything in laymans terms, so I could understand exactly what was happening with my money. Ten years on now, and still the service is as reliable and trustworthy as ever. Annual reviews ensure that my investment for my retirement is doing as well as it possibly can, and my account is still dealt with by the same person, Daljit. Very professional, and I would have no hesitation in recommending Daljit, and Godiva Wealth Management, to anyone looking for some good honest independent financial/pension advice.

Sukhi H.

5/5

I’ve found Daljit to be a great source of financial help. Since investing, my portfolio has met my expectations. Despite market volatility Daljit’s calm and measured approach means I’ve not made any hasty decisions and have recently sought pension advice. Can definitely recommend - well worth consulting if need some financial advice from a trusted financial advisor!