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.

Read More

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

<

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

>

2022

2020

2017

2016

2015

2014

2012

2009

2008

2005

1993

1982

1976

Bespoke strategy to your financial solutions

iPlan iFocus iInvest

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

Blog, IC Insights

August Investment Update

After a brief recess in August our blog schedule now starts back in earnest. Across the next 8 weeks you will receive our quarterly investment update for Q3, our thoughts ahead of the US election, as well as an all-important planning update soon after the budget on 30th October. It’s…

6th September, 2024

Blog, DB News

Summer update

Unbelievably we are halfway through summer, so before our August blog recess we thought it would be useful to look at some of the expected impacts and considerations for the rest of the year, as well as updating our readers on our business objectives and community support. The impact of…

25th July, 2024