Godiva Wealth Management - Leamington Spa

Address: 7 Clarendon Pl, Leamington Spa CV32 5QL, United Kingdom.
Phone: 1926298567.
Website: godiva-wealth.management.
Specialties: Financial planner, Financial consultant.
Other points of interest: Online appointments, Onsite services, Language assistance, Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Wheelchair accessible seating, Gender-neutral restroom, Restroom, LGBTQ+ friendly, Transgender safespace, Appointment required.
Opinions: This company has 39 reviews on Google My Business.
Average opinion: 5/5.

Location of Godiva Wealth Management

1926298567

Godiva Wealth Management, located at Address: 7 Clarendon Pl, Leamington Spa CV32 5QL, United Kingdom, is a reputable financial planning and consulting firm. They can be reached at Phone: 1926298567 or through their website, godiva-wealth.management.

This company specializes in Financial planner, Financial consultant services. They offer a wide range of financial solutions tailored to meet the unique needs of their clients. Godiva Wealth Management's team of experienced professionals is dedicated to providing personalized financial advice and strategies to help clients achieve their financial goals.

Godiva Wealth Management takes pride in offering accessibility and inclusivity to all clients. Their office is equipped with Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Wheelchair accessible seating, Gender-neutral restroom, Restroom. They strive to create a safe and welcoming environment for all, including the LGBTQ+ community, by providing a Transgender safespace.

Appointments are required to ensure that clients receive the dedicated time and attention they deserve. The company offers both Online appointments and Onsite services, providing flexibility and convenience for clients. Additionally, language assistance is available to ensure clear communication and understanding.

Godiva Wealth Management has received numerous positive reviews from satisfied clients, with a Average opinion: 5/5 on Google My Business from a total of 39 reviews. These reviews speak to the company's expertise, professionalism, and commitment to exceptional client service.

Reviews of Godiva Wealth Management

Godiva Wealth Management - Leamington Spa

Colin Marscheider

5/5

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

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.

zena stuart

5/5

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

sudarshan bilkhu

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.

J D Fletcher

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 Murphy

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 Cox

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 Hayer

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!