Woodbrook Group is one of the industry’s largest and most trusted financial services company with expertise in Wealth Planning, QROPS, SIPPS, Trust and Trustee Services, Taxation, Accounting, Audit, Legal Services, Company Formation and Administration, Cross-Border Structuring, Domiciliation and Corporate Services among many others, with offices around the EMEA.
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. Many of the group’s clients have suffered from dealing with unregulated companies who did not hold the required license for the services they were providing, and unfortunately many of these companies are still out there. People lose their pensions because they are being fooled by unlicensed practitioners, Woodbrook ensures that people are getting proper advice in the fields they require help with.
Woodbrook CEO Michael Doherty once said: “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 investments 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.”
The team is in place to deliver the very best for existing and future clients. The mergers of the group have greatly strengthened the investment capabilities and gives the clients an even stronger and more diverse range of investment management skills, on top of significant scale across asset classes and geographies. Woodbrook believes this will enable them to deliver an even better investment proposition and service to its client base.
