INDEPENDENT FINANCIAL ADVICE


Expertise you can trust


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INDEPENDENT
FINANCIAL ADVICE


Expertise you can trust


Learn more
 

Need a financial adviser?

Personal Financial Planning
in Coventry & Warwickshire

I thoroughly recommend Godiva Wealth Management if your searching for an experienced and qualified Coventry financial adviser local to you. - Neil A

Expert Independent Financial Advice


Independent advice providing whole of market solutions for pensions and retirement, investments, inheritance and tax planning, as well as other products and services.

‘The Financial Conduct Authority does not regulate taxation or trust advice’.


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Godiva Wealth Management
5.0
Based on 26 reviews
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Julie Geraud
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.read more
Geoff Cox
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.read more
J D Fletcher
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.read more
Graham Gamage
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 everythingread more
M Daly
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.read more
Sukhi Hayer
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!read more
Nigel Appleton
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.read more
Genna Buckley
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.read more
Phill Osborne
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.read more
Barry Spring
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.read more
Robbo1007 .
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.read more
Neil Gallagher
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.read more
Kate O'Brien
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.read more
Pat Swindlehurst
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.read more
Sarah
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.read more
S Murphy
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.read more
Paramijt Dhaliwal
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.read more
Satnam Johal
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.read more
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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 advice.



Who we are


Godiva Wealth Management Limited is a financial advisory company situated in the heart of Coventry

We are specialists in pension and retirement planning, investment advice, wealth management, and more. We provide our clients peace of mind, while also 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.


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Helping you to shape your
personal financial journey

    • This is the 1st bar50%
    • This is the 2nd bar30%
    • I want to plan for retirement100%
    • I want to invest100%
    • I want to grow my wealth100%
    • I want to protect my loved ones100%
    • I want to pass on my wealth100%

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Our Newsletter

Our email newsletter contains the latest financial news, viewpoints and events from Godiva Wealth Management. We deliver this for free, every quarter, to registered subscribers, with occasional updates (to report) on topical events. See the latest newsletter >


Sign Up For
Our Newsletter

Our email newsletter contains the latest financial news, viewpoints and events from Godiva Wealth Management and is delivered for free, every month, to registered subscribers, with occasional updates to report on topical events. See the latest newsletter >


 

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.

 

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 any way
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    Address


    Why not drop by for an informal conversation?

    Godiva Wealth Management
    8 Eaton Rd, Coventry
    CV1 2FF

    Say Hi!


    Or quickly call or drop us a quick email message:

    telephone: 02476 998058

    e-mail: info@godiva-wealth.management