WELCOME TO THE WOODBROOK GROUP – Financial services company hosts Q&A session for clients in Paphos

WELCOME TO THE WOODBROOK GROUP – Financial services company hosts Q&A session for clients in Paphos

Posted on: 03 Sep 18

Woodbrook Group’s Paphos seminar, September 5, 2018

WELCOME TO THE WOODBROOK GROUP
Financial services company hosts Q&A session for clients in Paphos

One of Cyprus’ largest and most trusted financial services companies will host a special presentation and Q&A session in Paphos for its clients on Wednesday, September 5.
Ten qualified advisors from the Woodbrook Group team will be on hand to answer any questions that existing or new clients may have at the event, which will take place at the Elysium Hotel between 7pm and 9pm.
The Paphos seminar follows Woodbrook’s recent merger with the Felicitas Management Group, which was approved by the Cyprus Securities and Exchange Commission (CySEC).
The merger is a key part of the Woodbrook Group’s international expansion plan and is the harvest of months of effort to make the merged company a dynamic force in the provision of investment advice and opportunities, with a more diverse and enlarged range of services delivered through the enlarged network.
The completed merger offers a greater range of services with the same client-centred approach both groups have a reputation for.
Woodbrook Group CEO Michael Doherty said the Paphos seminar is a great opportunity for local existing and new clients “to come along and meet the team in person and to discuss any issues they may have had in the past”.
Mr Doherty said: “Trust is at the core of Woodbrook’s client relationships, and this trust has been built by delivering excellent client service and a strategy of always seeking to protect our clients’ investments.”
At Wednesday’s Paphos seminar, Woodbrook’s team of experts will give a special presentation on the company’s innovative and trusted approach to protecting their clients’ investments.
A guest speaker will also be on hand to discuss current market trends, and to answer any queries anyone may have at a Q&A session afterwards. Clients will also get the opportunity to avail of individual face-to-face talks with the company’s expert advisers at the event. The night will end with an informal ‘meet and greet’ with members of the Woodbrook team, with wine and cheese, teas, coffees and light refreshments available.
Woodbrook safeguards clients’ investments through its innovative approach of adopting Model Portfolios, where the combined expert knowledge of a series of trusted fund managers is harnessed to provide a much greater layer of protection to individual investments.
Woodbrook CEO Michael Doherty explained: “All our clients, whether they are large corporate investors or retired teachers, know their hard-earned investments are in safe hands. There are still many unregulated companies operating without the correct licensing, and we have heard many stories involving clients who have not seen or heard from their consultant after they placed their initial investment.
“This is what sets Woodbrook apart from the rest. All our clients are reviewed every three months and are given regular updates on how their investments are performing. We have helped many people who have been let down to get back on their feet. We will only allow our clients to invest in solid and regulated funds that have been agreed by our investment board of qualified financial professionals, accountants and compliance personnel. You will not see our clients in funds that promise ridiculously high returns. When it comes to financial planning it is all about a solid return and managed risk, but more important is managing the downturn. We are living in volatile times, so prudent and trusted management is vital.”

*For more information, contact the Woodbrook Group team on 252 587 00.

Paphos Post Press release Client Forum 03.09.2018

 

 


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Woodbrook Group is authorised and regulated by the Cyprus Securities and Exchange Commission (No: 297/16) and subject to the requirements of the EU’s Markets in Financial Instruments Directive (MiFID). Woodbrook Group is licensed by the Cyprus SEC for the provision of Investment Services (Investment Advice) and Ancillary Services (Investment research and financial analysis or other forms of general recommendation relating to transactions in financial instruments).

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