About Us

Our business is on a constant journey, and although we are continually evolving and improving, our ultimate aim has remained consistent; to provide client solutions that help them achieve their objective.

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About Us

DB Wood is a Financial Planning and Investment Management business located in the heart of Newark on Trent. Since our inception in 1976, we have spent a considerable amount of time developing our people and processes, putting clients at the centre of everything we do.

We aim to provide you with a personal experience as your planning is unique to you. Our aspiration is to work with you over the longer term and as such we strive to drive value and develop our relationship not just at the outset, but over the years ahead, providing you with financial confidence, through clarity and clear direction.

DB Wood History

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Assets under Management £675M

1ST JANUARY 2022

Assets under Management £550M

1ST JANUARY 2020

Acquisition of Albian Lake Wealth Management.

1ST OCTOBER 2017

Relocation and opening of Newark office at Potterdyke House.

1ST JANUARY 2016

Discretionary Investment Management service launched.

1ST AUGUST 2015

Assets under Management surpass £200M.

1ST JANUARY 2014

DB Wood acquire Gallimore Associates.

1ST JANUARY 2012

Financial Planning propositions launched.

1ST JANUARY 2009

Investment Committee established and DB Wood Model Portfolios launched.

21ST MARCH 2008

Acquisition of Newark Insurance Services.

1ST JANUARY 2005

Ashley Brooks, our current CEO joins.

1ST JANUARY 1993

Moved to the marketplace in Arnold, Nottingham, with six staff.

(X6) MEMBERS OF STAFF

DB Wood established as a privately owned Wealth Management business by three founding partners.

1ST JANUARY 1976

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All you need to know about dbwood and the Finance industry – our services, industry insights, partnerships and events.

DB News

An Intern’s View

Given the key to our business revolves around people, essentially our team and our clients, we are very keen to involve ourselves each year with the education and development of young people. We are very proud of our graduate development and our apprenticeship schemes, and to this end we are…

19th April, 2024

Blog, IC Insights

Q1 Market Review

We entered 2024 on the back of a strong last quarter of performance. Inflation all around the world was on a downward trajectory and we felt that the ‘peak’ of interest rates had been reached. Despite the anticipation at the start of 2023 that the global economy would be fighting…

5th April, 2024