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
Annemieke McKeown
16:59 28 May 22
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!
Drew Lomas
12:36 20 Dec 21
Daljit has a way about him that makes you feel relaxed while he explains the process and does the right thing for your circumstances. With the ongoing services he makes you feel more in control of your future.
Chris Fletcher
08:12 12 Nov 21
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.
Diana Slocombe
07:52 15 Oct 21
I am impressed, it is early days in the relationship but so far every thing has been done as promised and to time. I feel confident that the advice I have been given is appropriate and am looking forward to a successful long term relationship.
Narendra Mistry
17:15 10 Oct 21
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.
Anthony Turchyn
19:23 08 Oct 21
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
Julie Geraud
17:48 15 Jun 21
This is my first experience of a Wealth Management company and I have to say it has been very positive. Daljit has been extremely helpful and a valuable guide through the process.
Geoff Cox
08:02 01 Jun 21
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.
J D Fletcher
16:49 25 May 21
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.
Graham Gamage
13:08 11 Mar 21
very happy with everything and all the help with my pension . the explanations are clear and concise any questions are answered to my satisfaction.my options are explained and any decisions I make are are run through with me and overall I am very happy with everything
M Daly
10:29 17 Nov 20
Daljit Dahil has been our Financial Adviser for 7 years and we have always found him to to be very professional and courteous. He has the ability to identify sources of potential risk and provide satisfactory solutions, and would recommend him to anyone who is looking for a good, reputable IFA.
Sukhi Hayer
14:04 21 Oct 20
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!
Nigel Appleton
11:12 21 Oct 20
I have used this company since its inception, (and Daljit Dahil was my adviser before that). The investment strategies advised have always been top-notch. There is always quick (and patient!) advice on demand, and full use is made of a whole array of modern financial analysis technology. Absolutely to be recommended.
Genna Buckley
12:43 28 Aug 20
Working with Daljit from Godiva Management has been a pleasure. Daljit has been very helpful and knowledgeable and offered sound advice. He has helped us through each step of the process and i would happily recommend Godiva Wealth Management.
Phill Osborne
13:18 30 Jul 20
My self and my wife have used Daljit as our financial advisor for quite a few years now. We have always been very impressed with his professional manner and the service provided. Our recent meetings have been on line and he has taken time to go through everything very thoroughly to ensure his advice meets our needs. We would recommend Godiva.
Barry Spring
10:53 03 Jun 20
I have received advice from Daljit Dahil for a number of years. My dealings with him have always been very professional but at the same time very friendly. He has the ability to offer reassurance and to set someone at ease when explaining some quite complex financial options.His advice has always been clear and concise but above all constructiveThe 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.
Robbo1007 .
15:39 20 May 20
Godiva Wealth Management have provided us with a highly professional and efficient service for a considerable time now. After meetings to review our needs, the follow-up research and advice given has always been extremely well prepared and comprehensively presented in a clear, understandable manner, with our best interests at heart .We would not hesitate in recommending Godiva Wealth Management as they have always offered us high quality financial support.
Neil Gallagher
12:53 18 Apr 20
I can thoroughly recommend Godiva having been a client for many years. Daljit keeps in regular contact and explains the investment options for my pension fund clearly in plain language. I am very pleased with the advice he has given me.
Kate O'Brien
16:58 17 Apr 20
Daljit explains all options clearly and takes time to answer all my questions. His manner is friendly and approachable, I feel confident that he looks after my investments well, and takes a personal interest. I am more than happy to recommend him to friends and family.
Pat Swindlehurst
15:55 02 Mar 20
Myself and my husband would highly recommend the above company. The are very professional, extremely friendly and in our experience are experts at all aspects of investing for the future.
Sarah
20:41 18 Feb 20
We have been very pleased with the service provided and the financial outcomes during our time with Daljit. A highly professional and competent advisor.
S Murphy
12:23 17 Feb 20
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.
Paramijt Dhaliwal
08:57 07 Feb 20
Godiva Wealth Management helped me to invest my pension where it is most likely to grow stronger. After understanding how much risk I was prepared to take, Godiva Wealth Management researched the best fund management by using industry software that looked into the history of thousands of investment funds, to find the most suitable and best performing fund for me to invest my pension into.
Satnam Johal
17:04 28 Jan 20
Excellent service. Very knowledgeable and tailored the approach in accordance with my financial objectives, short and long term.
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