What is financial planning?

Our experienced financial planning specialists at Godiva Wealth Management will work closely with you to help you get the most from your wealth, both today and in the future.

We’ll review your current financial situation, including assets, income, costs, and obligations. We will also get to know you as a person—what is essential for you, and what do you need from your wealth?

When you have any concerns about your present or future finances, we will advise on a solution. If you have specific financial goals in mind, we will help you get there.

We can also direct you if you have nothing particular in mind. Godiva Wealth’s financial planners will show you how to protect your wealth and preserve financial security for you and your loved ones.

How do we help?

You’ll get precisely the amount of advice you require, for as long as you require. Whether you require budgeting advice and a basic savings plan or complicated tax-efficient wealth structuring, we can help. If you need a long-term relationship with continuing financial monitoring, we will be there for you.

And if you do not know precisely what you require, our financial planning services will help you work that out and get a plan in place.

If your budget involves investments to offer an income or increase your wealth, we can also help with this. Our investment management agency assures you that specialists are always looking after your assets and ensuring they are performing well.

We’ve got years of experience advising a wide assortment of people with an enormous diversity of resources and ambitions.

We know there is no one-size-fits-all budget. You will get advice that is specially tailored to your financial situation and you as an individual.

The exceptional breadth of experience available at Godiva Wealth Management means your plan will be as comprehensive as possible.

Frequently Asked Questions

Is there a minimum amount I must invest?

No. We do not value people based on how much they must invest.

However, not everybody needs complex financial information. Although our fees are competitive, you might have the ability to receive more simple or free financial advice elsewhere.

Since we cover the initial meeting, we use this opportunity to work out if we are perfect for you.

Anyone. Whether you are already a Godiva Wealth Management customer or not, our services are accessible to everyone who needs us.

How much does this cost?

Whether you’ve got a large sum to begin with or wish to put a bit away every month, our dedication to you is precisely the same, and our fee structure reflects that. You pay for the level of service that is ideal for you.

Our head office is in Leamington Spa, Warwickshire; however, we service clients all around the UK, including Coventry, Birmingham, Manchester and London, so wherever you are situated, we can help. We’ll pay for your first meeting, and there is no obligation to continue if we are not right for you.

So call now on 01926 298567 or contact us online to discover more about how we can assist you.

Godiva Wealth Management Limited, Registered in England and Wales No. 06592525

Registered Address: Godiva Wealth Management Ltd.
7 Clarendon Place, Royal Leamington Spa, Warwickshire, CV32 5QL

EMAIL: info@godiva-wealth.management
PHONE: 01926 298567

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.

In particular, the information does not constitute any form of advice or recommendation by Godiva Wealth Management Ltd and is not intended to be relied upon by users in making (or refraining from making) any investment decisions.