Godiva Wealth Management - Leamington Spa

Address: 7 Clarendon Pl, Leamington Spa CV32 5QL, United Kingdom.
Phone: 1926298567.
Website: godiva-wealth.management
Specialties: Financial planner, Financial consultant.
Other points of interest: Online appointments, Onsite services, Language assistance, Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Wheelchair accessible seating, Gender-neutral restroom, Restroom, LGBTQ+ friendly, Transgender safespace, Appointment required.
Opinions: This company has 39 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Godiva Wealth Management

☎️1926298567

⏰ Open Hours of Godiva Wealth Management

Monday: 8 AM–6 PM
Tuesday: 8 AM–6 PM
Wednesday: 8 AM–6 PM
Thursday: 8 AM–6 PM
Friday: 8 AM–6 PM
Saturday: Closed
Sunday: Closed

Godiva Wealth Management: Un servicio financiero personalizado y profesional

Godiva Wealth Management es una empresa de servicios financieros con sede en Leamington Spa, Reino Unido. Ubicada en 7 Clarendon Pl, Leamington Spa CV32 5QL, United Kingdom., ofrece una amplia gama de servicios de planificación financiera y consultoría para individuos y familias.

Características y servicios

Planificación financiera personalizada: Godiva Wealth Management ofrece una atención personalizada para ayudar a cada cliente a alcanzar sus objetivos financieros.
Consultoría financiera: Los expertos de Godiva Wealth Management brindan asesoramiento y orientación para tomar decisiones informadas sobre sus finanzas.
Servicio al cliente: La empresa cuenta con un enfoque en la satisfacción del cliente, ofreciendo servicio rápido y eficiente.

Otras características y comodidades

Horarios de apertura en línea: Godiva Wealth Management ofrece apoyo en línea para que los clientes puedan planificar y asesorarse en cualquier momento.
Servicios en sitio: La empresa ofrece servicios en su ubicación física en Leamington Spa.
Ayuda en idiomas: Godiva Wealth Management está dispuesta a proporcionar ayuda en diferentes idiomas para garantizar que todos los clientes se sientan cómodos y atendidos.
* Acceso a personas con discapacidad: El edificio cuenta con un entrada y estacionamiento para personas con discapacidad y un baño accessible para garantizar la inclusión de todos los clientes.

Recomendaciones y opiniones

Godiva Wealth Management ha recibido 39 reseñas en Google My Business, con una opción media de 5/5. Los clientes han destacado la profesionalidad, la knowledge y la amabilidad de los expertos, así como la importancia del tiempo que se toma para explicar las opciones de manera clara y detallada.

Consejo para quién busca servicios financieros

Si estás buscando un servicio financiero personalizado y profesional, Godiva Wealth Management es una excelente opción. Con su enfoque en la atención al cliente y su compromiso con la inclusión, la empresa es ideal para individuos y familias que buscan planificar su futuro financiero con confianza. Visita su página web https://godiva-wealth.management/ para obtener más información y programar una cita. No dudes en contactarlos para tomar el primer paso hacia tu plan financiero personalizado

👍 Reviews of Godiva Wealth Management

Godiva Wealth Management - Leamington Spa

Colin M.

5/5

Daljit was very professional and provided advice on the options available. Service was fast and efficient. Would definitely recommend.

CB

5/5

Daljit has been my Financial Adviser for a number of years. He is very professional, knowledgable friendly and above all very patient, and takes time to explain everything in detail so it's easily understood. I would 100% recommend Daljit and Godiva Wealth Management to anyone.

sudarshan B.

5/5

Very apprehensive about a life time decision and very large money
involved. There are so many stories out there about fraud etc.
Daljit was very professional and although i was 80% certain of what i wanted, he took time to explain all the options. Fee structure was clear. Although there was a time delay in the process, this was not his fault but he always kept me informed and made several calls to resolve the issue. I will recommend to my colleagues.

J D. F.

5/5

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.

S M.

5/5

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.

Geoff C.

5/5

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.

Sukhi H.

5/5

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!

Neil G.

5/5

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.