BEST RATED » COVENTRY » FINANCIAL SERVICES

3 Best Financial Services in Coventry, UK

Expert recommended Top 3 Financial Services in Coventry, UK. All of our financial services actually face a rigorous 50-Point Inspection, which includes local reviews, history, business standards, ratings, satisfaction, trust, price and their trading excellence. Only the bee's knees!

GODIVA WEALTH MANAGEMENT

8 Eaton Road, Coventry CV1 2FF DIRECTIONS

Since 2008

Here’s The Deal:
'Godiva Wealth Management' is an independent financial planning company in Coventry, UK. They specialise in giving high-quality, professional, and bespoke advice to both private and corporate clients, covering all aspects of wealth management. This includes; regular savings, pension advice, and lump sum investment advice, wealth management services, tax and trust planning, and financial advice for businesses. Daljit Dahil is the director of Godiva Wealth Management Limited. Their financial service advisers provide impartial advice on wealth and financial planning. They can help you with your retirement planning, whether a company pension or a personal pension. They are here to offer you the best possible financial advice and design a coherent plan that fulfils your financial goals. 'Godiva Wealth Management' offers a free consultation.

SPECIALITY:
Pensions and Retirement, Investments and Savings, Tax and Trust Planning/advice, Personal and Final Salary Pensions, Defined Benefit Pensions and Annuities, Defined Contribution (Money Purchase), Defined Benefit (Final Salary or Career Average) & Unexpected Periods of Unemployment

Registration 06592525

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godiva-wealth.management

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Mon - Fri: 9am - 5:30pm
Sat & Sun: Closed

TBR® Inspection Report:

GREGORY LAW LTD

7, 53 Warwick Street, Earlsdon, Coventry CV5 6ET DIRECTIONS

Since 2003

Here’s The Deal:
Gregory Law Ltd is a trusted financial planning firm that helps and advises on mortgages, life and health, and home insurance. Gregory Kenny is the director at Gregory Law Financial Planning Ltd. He provides sound financial advice for every big decision in your life. They have a wealth of experience and expertise to help you reach your goals. All their advisors are qualified and customer-focused. Also, they have assistance from a national financial services organisation, Personal Touch Financial Services Ltd. For business owners, they can also advise on private medical, shareholder protection, key person, along with all types of employee cover. Their estate planning solutions are tailor-made to fit your personal circumstances and budget. They make sure they look after you and your family for generations to come. Gregory Law Ltd offers a free financial review.

SPECIALITY:
Insurance, Critical Illness, Income Protection, Family Income Benefit, Estate Planning, Wills, Trusts, Mortgages, First Time Buyers, to Re-Mortgages and Buy to Let Investors & Estate Planning

Registration 5182144

[email protected]

gregorylawfp.com

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Mon - Fri: 9am - 5pm
Sat & Sun: Closed

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SIMPSON FINANCIAL SERVICES

The Techno Centre, Puma Way, Coventry CV1 2TT DIRECTIONS

Since 2003

Here’s The Deal:
Simpson Financial Services aims to provide you with the highest standard of financial advice. Rob Simpson is the managing director and independent financial adviser of Simpson Financial Services. He has over 25 years of financial services experience and holds the Diploma in Financial Planning Chartered Insurance Institute's and G60 Pensions qualification. Natasha Palmer is the director and mortgage capacity assessment specialist of the firm. She has over ten years of financial services experience and holds the Chartered Insurance Institute's Certificate in Financial Administration and Certificate in Mortgage Advice. You can arrange a meeting with one of their financial planning, and they have a broad knowledge of personal finance matters. Each IFA has specialised knowledge in areas such as retirement and pension planning with a free initial consultation. Simpson Financial Services has an office at 23a Cross Street, Leamington Spa, Warks, CV32 4PX.

SPECIALITY:
Wealth Management Strategy, Estate, Retirement and Financial Planning, School Fees, Savings and Investments Planning, Annuity, Equity Release, Income and Corporate Protection, Pension Schemes, Will, Key person Assurance, Critical Illness, Mortgage Advice & Commercial Finance

Registration 150427

[email protected]

simpsonfs.co.uk

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Open 24 Hours

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