Godiva Financial Planning Ltd
Godiva Financial Planning Ltd is a financial planning company based in Coventry, England. They specialize in providing financial planning services to their clients. Their team of experienced financial planners is dedicated to helping clients achieve their financial goals. Godiva Financial Planning Ltd is committed to providing top-quality financial services to their clients.
Introduction to Godiva Financial Planning Ltd
Godiva Financial Planning Ltd is a financial planning company located in Coventry, England. Established in 2010, the company aims to provide customers with high-quality financial services that are tailored to meet their individual needs. What sets Godiva Financial Planning Ltd apart from other companies in the same industry is their commitment to building long-term relationships with their clients and providing them with personalized financial planning advice.Services & products
Godiva Financial Planning Ltd offers a wide range of financial planning services, including retirement planning, investment planning, tax planning, and estate planning. They also provide advice on insurance and protection, mortgages, and other financial products.Location
Located in Friars House, Manor House Dr, Coventry, customers can expect to find a variety of businesses in the area, including restaurants, cafes, and shops. The area is easily accessible by public transportation, with the Coventry train station and bus stops located within walking distance of the office. The three closest public transportation options are Coventry train station (0.4 miles), Pool Meadow Bus Station (0.6 miles), and Coventry bus stop (0.2 miles).Benefits
Customers should choose Godiva Financial Planning Ltd because of their commitment to providing personalized financial planning advice that is tailored to meet their individual needs. The company has a team of experienced financial planners who are dedicated to helping their clients achieve their financial goals.Good to know
Customers should be aware that Godiva Financial Planning Ltd charges a fee for their services, which is based on the complexity of the financial planning advice required.Reviews
Customers have praised Godiva Financial Planning Ltd for their professionalism, expertise, and personalized approach to financial planning. They have also been commended for their ability to provide clear and concise advice, making complex financial matters easy to understand.Amenities
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online account access -
financial planning
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investment advice
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retirement planning
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tax planning
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insurance coverage
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wealth management
FAQ
What types of financial planning services do you offer?
At Godiva Financial Planning Ltd, we offer a variety of financial planning services including retirement planning, investment management, tax planning, estate planning, and insurance planning. We work with our clients to create customized financial plans that meet their individual needs and goals.How do you customize financial plans to fit individual clients?
We take a personalized approach to financial planning, which involves getting to know our clients, their current financial situation, and their long-term goals. From there, we create customized financial plans that are tailored to meet their specific needs and objectives.What are your fees and how are they structured?
Our fees are based on the services we provide and are structured in a way that is transparent and easy to understand. We typically charge a flat fee for financial planning services or a percentage of assets under management for investment management services. We always provide a detailed fee schedule upfront to ensure our clients know exactly what to expect.What professional qualifications do your financial planners have?
Our financial planners hold a variety of professional qualifications, including Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), and Certified Public Accountant (CPA). We believe in ongoing education and require our planners to participate in regular training to stay up-to-date on industry trends and changes.Can you provide references or testimonials from satisfied clients?
Yes, we are happy to provide references or testimonials from our satisfied clients. We believe in building long-term relationships with our clients and strive to exceed their expectations with exceptional service and expertise.Reviews
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Jonathan Lecky
My wife and I are looked after at Godiva by Gupral and we are really pleased at the professional way that we're looked after. We enjoy the down to earth conversations we have with him in which he simplifies our advice and would highly recommend his work and advice 😁 Top bloke
26-01-2023
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Ark Blast
Fantastic business. Gurpal is such a knowledgeable and friendly person, which is just what I needed when looking at where to invest my money and save with my pension. I would highly recommend the services.
26-12-2022
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Atul Ravalia
Very professional advice given for all aspects of financial planning. Would highly recommend their service.
26-12-2022
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Neil Parekh
Gurpal and his team were amazing! They helped me and my family set financial goals and supported implementing products to help meet these targets. They were extremely supportive and very efficient when providing the best advice. Definitely recommend their services!
26-12-2022
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Ramesh Ravalia
I was person who never got around to sorting out my financial planning. Approaching my retirement, I was lost in forward planning until I met Gurpal Basra of Godiva Financial Planning Ltd. Gurpal, with his professional approach and thought process, quickly established an easy to understand financial plan which has enabled my wife and I to easily work towards our retirement. I highly recommend Godiva Financial Planning to anyone requiring forward financial planning. Ramesh D. Ravalia
26-12-2022
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Pav Johal
Excellent level of service with a wealth of experience. Would highly recommend.
26-12-2022
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Jayesh Mianger
Really good advice and always kept us informed through out all the process. Had pension, ISA and life policies completed. Managed all providers for us and took all the complexity.
26-12-2022
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Jaysel Parmar
Gurpal has been very helpful, prompt responses to any queries and very professional, would highly recommend!
26-12-2022
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Amris Gill
The Godiva team helped me locate my old pension plans from previous workplaces and have created a financial plan to ensure my retirement plans are on track. Highly recommend their services
26-12-2022
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Varinder Shergill
Gurpal helped me get life insurance in place. Really helpful, and great service.
26-11-2022
