FINANCIAL BLOG

Name: Godiva Wealth Management
Price range: $$

Money-saving tips, important news and information related to the finance industry

28th June 2023

Summer 2023 Newsletter

Opportunities increase for pension investments If you are a top rate taxpayer you may welcome the news that the pensions allowance landscape has shifted dramatically. In […]

30th March 2023

Spring 2023 Newsletter

New plans for a new tax year? The clocks have gone forward, Spring is certainly upon us and the economic climate, while still unsettled, is expected […]

11th December 2022

Your Winter 2022 Newsletter

Few will have been surprised at the contents of Jeremy Hunt’s November Autumn Statement, but the detail confirmed what the febrile reaction to his predecessor’s ’unorthodox’ […]

26th September 2022

Autumn (September) 2022 Newsletter

The last couple of weeks since we learned of the death of Her Majesty the Queen have been unique. With the reign of Britain’s longest-serving monarch […]

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!read more

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.read more

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.read more

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.read more

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.read more

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 Turchynread more

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

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

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

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

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

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

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

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

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

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 .

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

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

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

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

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

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

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

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