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.
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
We care about your current and future planning. We aim to grow with you…More
We spend a significant amount of time listening to you, understanding where you are now, and where you want to be…More
We believe in working together to develop our ideas to deliver your objectives…More