Impartial advice of the highest quality
WHY CHOOSE US
We focus on achieving and maintaining a thorough understanding of your financial needs and aspirations.
Firstly, we offer a relationship-based advice service which means that we consider YOU and base our advice on YOUR personal circumstances. At all times, you will be the focal point of our service. Rather than simply meeting once and parting ways, this allows for a long-term partnership built on trust.
By listening and understanding what’s important to you, we can consistently maintain the highest standards with advice. Furthermore, we can deliver on our promises and keep you up to date through all stages of the process.
At Godiva Wealth Management Limited, we also use cutting-edge technologies to ensure clear lines of communication with clients. With this, together we can plan carefully and discuss wider financial requirements to help reach your financial goals.
Additionally, we’re proud to provide the fantastic Client Portal. Whenever you need, you’ll be able to view fund and portfolio details, get valuations, and assess progress against investment goals. Are you getting closer to your goals? It takes just seconds to find out.
For those who need advice regarding retirement, our pension transfer specialist holds the required qualifications to provide defined benefit pension transfer advice. To start, we offer a full and objective professional appraisal so you can make an informed decision. From here, if you decide to stick with us, we’re here to help every step of the way. Ultimately, this means you can be confident that your future is in the right hands.
We aim to deliver on our commitment to you by:
·Providing personal face-to-face financial advice
·Producing a financial plan and a detailed lifetime cash flow statement
·Effectively managing your investments and pensions
·Regularly reviewing what’s important to you and how this affects your plans
·Ensuring that our correspondence and literature is clear and easy to understand
·Listening to your feedback
·Ensuring that our dealings with you are sensitive to your needs
Godiva Wealth Management Limited Registered in England and Wales No. 06592525. Registered Address: 7 Clarendon Place, Royal Leamington Spa, Warwickshire, CV32 5QL.
Authorised and regulated by the Financial Conduct Authority. We are entered on the Financial Services Register No. 832613 at https://register.fca.org.uk/. The information contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.
OUR FINANCIAL ADVICE PROCESS
Making the right choice starts with getting to know each other
Our four-step process helps us to appreciate your goals and aspirations. Most importantly, it is an opportunity to talk about what we can achieve together. If you choose to engage with our services, the options are as follows:
One Off Advice
Our initial advice will be appropriate for you based on your requirements and circumstances at that time. We will not ensure that any initial advice is still suitable for you at a later date unless you specifically ask us to do so: you can ask us to do this at any time but there may be an additional fee.
Ongoing Service
In addition to any initial advice or if you instruct us to look after your existing investments. you can ask us to undertake further work on an ongoing basis. This is an optional service and details of any ongoing services we offer are set out opposite. You will be charged for this service and this will be agreed with your adviser.
The following provides more information about each stage of the process:
STAGE 1 Initial Consultation
We introduce our services, identify your goals, objectives & aspirations. Information gathering & agree remuneration method.
✓ Introduction
✓ Agree remuneration method
✓ Review existing plans
✓ Identify goals and objectives
✓ Information gathering
STAGE 2Research Analysis & Advice
We assess objectives, research the market, devise Investment Strategy and carry out the necessary research to prepare a personal report and recommendation.
✓ Assess objectives
✓ Research
✓ Devise investment strategy
✓ Select product(s)
✓ Recommendation
✓ Suitability report
STAGE 3 Implementation
We agree a plan to implement the strategy to achieve your objectives, complete documentation and process applications.
✓ Apply to product provider
✓ Complete documentation
✓ Process applications
✓ Policy documentation
STAGE 4 Ongoing Service
Assess continued suitability, attitude to risk, ongoing access to your adviser.
✓ Assess continued suitability
✓ Complete new investment risk questionnaire
✓ Annual suitability report
✓ Ongoing access to your adviser
In addition, you will be able to contact your adviser should you have any queries between meetings. You will also be offered the facility to obtain real-time online investment portfolio valuations from the Godiva Wealth Management Website.
CALL 01926 298567
- Retirement Planning
- Impartial Pension Advice
- Personal Pensions
- Investing for Wealth
- Saving for the Future
- FCA Regulated Advice
- Corporate Financial Planning
- Financial Business Consultants
- Financial Advice for SME's
- Inheritance Tax Advice
- Trust Planning Consultants
- Unbiased Financial Advice