DB_Wood_015

Transparency. Financial Planning made simple.

Our focus is on you and what you want to achieve. Through effective Financial Planning, we aim to help you control your money, not let money control you.

DB_Wood_275 copy

Perspective. Investment Management that’s strategic and effective.

Risk and reward go hand in hand. We aim to deliver your expectations.

DB_Wood_233 cropped

Control. Managing risk to meet your objectives.

Protection is often underestimated. We understand you have worked hard for your assets, designing risk strategies to maintain and develop them.

To claim to be leaders in our field would be subjective. We simply aim to constantly and consistently improve what we do.

DB Wood are a Financial Planning, Investment Management and Risk Advisory business. Founded in 1976, and located in the heart of Newark on Trent, we constantly strive to improve our people and processes, putting clients at the centre of everything we do. We are a business formed on relationships and trust, employing a team that share in the same values and culture.

We believe that what differentiates us is the deep understanding of “why” we do what we do, not simply “what” or “how” we do it. This philosophy drives our passion to ensure we deliver our clients’ objectives with clarity, discipline and consistency, allowing them to concentrate on enjoying their life.

ABOUT

We have been managing and protecting the wealth of individuals and businesses for over 40 years. Why not drop in for an initial consultation at our expense?

More

WHY

We care about your current and future planning. We aim to grow with you…

More

CENTRED

We spend a significant amount of time listening to you, understanding where you are now, and where you want to be…

More

HOW

We believe in working together to develop our ideas to deliver your objectives…

More
2011
Funds under Management £66,315,809.
1976
DB Wood was born, it was the offspring of a conversation in a coffee shop.