Godiva Wealth Management
Godiva Wealth Management is a financial planning company based in Coventry, England. They specialize in providing financial services to both the public sector and society as a whole. With a team of experienced professionals, Godiva Wealth Management is committed to helping their clients achieve their financial goals. They work closely with state departments of finance to ensure that their clients receive the best possible advice and support. If you are looking for a reliable and trustworthy financial planning company, look no further than Godiva Wealth Management.
Introduction to Godiva Wealth Management
Godiva Wealth Management is a financial services company located in Coventry, England. The company was founded with the purpose of providing expert financial planning and investment management services to individuals and businesses. With a team of experienced financial planners and a commitment to personalized service, Godiva Wealth Management stands out in the industry for their dedication to helping their clients achieve their financial goals.Services & products
Godiva Wealth Management offers a range of services to meet the needs of their clients. These services include financial planning, investment management, retirement planning, and estate planning. The company also offers specialized services for businesses, including employee benefits planning and business succession planning. Customers can expect personalized attention and expert advice from the team at Godiva Wealth Management.Location
Godiva Wealth Management is located on Eaton Rd in Coventry, a vibrant area with a mix of residential and commercial properties. The area is home to a variety of businesses, including restaurants, shops, and offices. Customers can expect a welcoming and professional atmosphere at the Godiva Wealth Management office. The company is easily accessible by public transportation, with the closest options being the Coventry Rail Station (0.7 miles), the Pool Meadow Bus Station (0.6 miles), and the Coventry Bus Station (0.7 miles).Benefits
Customers should choose Godiva Wealth Management for their financial planning and investment management needs because of the company's commitment to personalized service and expert advice. The team at Godiva Wealth Management takes the time to get to know each client and their unique financial situation, and works with them to create a customized plan that meets their needs. With a focus on long-term success, customers can trust that Godiva Wealth Management has their best interests in mind.Good to know
Customers should be aware that Godiva Wealth Management is regulated by the State Departments of Finance, ensuring that the company operates in compliance with all relevant laws and regulations. The company is committed to transparency and honesty in all dealings with customers.Reviews
Customers have praised Godiva Wealth Management for their knowledgeable and professional team, as well as their personalized approach to financial planning. Many customers have noted that the company has helped them to achieve their financial goals and provided them with peace of mind about their financial future.Amenities
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financial planning -
investment advice
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retirement planning
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insurance coverage
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wealth management
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meeting room
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parking
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security
FAQ
What are your fees and how are they structured?
Our fees vary depending on the specific financial services required by our clients. We offer customized solutions based on individual needs and goals. Our fee structure is transparent and discussed in detail with clients before any services are provided.Can you provide references or testimonials from satisfied clients?
Yes, we have a portfolio of satisfied clients who have provided us with positive feedback and testimonials. We would be happy to share these with potential clients upon request.Can you provide examples of successful financial initiatives or programs implemented by your department in recent years?
Yes, we have successfully implemented various financial initiatives and programs for our clients, including investment planning, retirement planning, and tax planning. Our team of experienced financial planners works closely with clients to develop and implement effective strategies.What is your department's role in managing state budgets and financial planning for future projects?
Our focus is on providing financial planning services to individuals and businesses. We do not directly manage state budgets or financial planning for future projects. However, we can provide financial advice and support to government agencies and public sector organizations.How transparent is your department in regards to financial information and decision making?
Transparency is a core value of our company. We believe in open communication with our clients and strive to be transparent in all financial matters. We provide regular updates on financial performance and decisions, and always prioritize the best interests of our clients.Reviews
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Laura Butler
26-07-2022
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Annemieke McKeown
Daljit was great talking me through a complicated pensions situation and providing me with clear and good advice on how to best manage my personal circumstances. Approachable, kind and very professional support. Thank you!
26-06-2022
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Puja Deep
26-05-2022
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Drew Lomas
Positive: Professionalism, Responsiveness
26-05-2022
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Chris Fletcher
Godiva were very knowledgeable and patient when answering my questions. They were able to give good recommendations that were specific to my needs. Overall they were very professional and personable and I would definitely recommend using them.
26-05-2022
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Diana Slocombe
Positive: Professionalism
26-05-2022
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Narendra Mistry
Godiva Wealth Management was recommended to me by a work colleague as I felt it was the right time for me to start thinking about putting my pension plans into action. Daljit assessed my current situation and was attentive to my requirements advising me of the best course of action in order to benefit most from my current position in order to take me the next step, albeit this would be in a couple of years time so I felt no pressure to make decisions at this stage - just to take his sound advice.
26-05-2022
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Anthony Turchyn
We have know Daljit Dahil for over 10 years and he has become not only are financal adviser but a good friend. Recently we had difficulties with Phoenix Wealth in securing a small pot drawdown from my pension. We asked Daljit for his help and as a consequence, we received the funds in advance of the time proposed. Well done Daljit, keep up the good work. Anthony & Cecilia Turchyn
26-05-2022
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Julie Geraud
Positive: Professionalism, Quality, Responsiveness, Value
26-05-2022
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Geoff Cox
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.
26-05-2022
