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DFM Area

Control. Managing risk to meet your objectives.

Protection is often underestimated. You have worked hard for your assets. We design risk strategies to maintain and develop them.

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.

Perspective. Investment Management that’s strategic and effective.

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

The DB Wood offices are now open! We are following government guidelines and so we have half of our team working from the office and half still continuing to work from home.

As always DB Wood is fully functional and your concerns still matter greatly to us. Your advisers are readily available to help with any queries you may have, you can find their contact details below:

  • Ashley Brooks – 07802 913794
  • Adam Sedgwick – 07803 180498
  • Neil Holmes – 07718 734448
  • Michael Simms – 07967 656754
  • Oliver Crampton – 07866 423315
  • Dominic Harrison – 07891679344
  • Kelvin Rollitt – 07979 157619
  • Helen Jackson for Operations - 07739 711594
  • Andrew Thomas For Commercial Insurance - 07925 035264
  • Daniel Zemontas for General Insurance - 07717 536856

If you’re unsure of who you need contact then please feel free to email your query to which will checked regularly and will be forwarded to the right person who will be in touch.

Before you go any further

We would just like to know what service you are interested in

You are a new or an existing client

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Professional Advisor

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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?



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



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



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

Funds under Management £550,000,000.
DB Wood was born, it was the offspring of a conversation in a coffee shop.