Your Trusted Financial Adviser
Godiva Wealth Management
We're committed to building long-term relationships with all of our clients. Our business is forged on trust, excellent service and outstanding independent financial advice.
About Godiva Wealth Management
Godiva Wealth Management Limited is a financial advisory company in Leamington Spa, Warwickshire.
We specialise in pension and retirement planning, investment advice, wealth management and more. We provide our clients with peace of mind while helping them reach their financial goals.
A member of our team would be delighted to discuss any aspect of our services so that they can make sure they are right for you, your business and your clients.
Helping you to shape your
personal financial journey
Made the whole process very straightforward and easy to understand
Thanks
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.
Anthony & Cecilia Turchyn
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.
We highly recommend his services.
The financial advice that he provided in guiding me through retirement was very effective and continues to be so. The investments that I made, with his guidance, have given me a good return and certainly eased any concerns that I may have had about the financial implications of retiring.
He has always responded promptly and effectively to any help that I have needed.
I would not hesitate to recommend Daljit and Godiva Wealth Management to anyone seeking financial advice.
We would not hesitate in recommending Godiva Wealth Management as they have always offered us high quality financial support.
Intelligent award winning wealth
management technology to streamline your investment portfolio
Boost your wealth
A cutting-edge digital platform for investment research and analysis, portfolio management, due diligence and ongoing monitoring. 24-hour access wherever you are.
Real time investment management
View fund and portfolio details, get valuations and assess progress against investment goals. Secure and available for you 24/7 on a desktop, laptop, tablet and mobile phone.
GWM Personal Finance Portal
Our Personal Finance Portal allows both you to pre-populate fact find data, get up-to-date portfolio valuations and communicate information securely at the touch of a button.
Godiva Mobile App and Portal
Godiva's Personal Finance Portal gives you an invaluable tool on which to view financial information and interact via a secure, online ‘hub’.
We will find you
the perfect solution
We will help you understand the numerous financial services available, tailor the right solution to your specific needs, and help make your money work harder. Clear, professional advice.
Define your goals
Personal considerations
Structured guidance
Send us a message
Get in touch! If you have an enquiry we would be glad to hear from you. Please complete the contact form below and a member of the Godiva Wealth Management team will get back to you as soon as possible.
Contact us
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Address
Why not drop by for an informal conversation?
Godiva Wealth Management
7 Clarendon Place, Royal Leamington Spa, Warwickshire
CV32 5QL
Get in touch!
Or quickly call or drop us a quick email message:
Telephone: 01926 298567