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.
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
All you need to know about dbwood and the Finance industry – our services, industry insights, partnerships and events.
It is incredible to think that our business is progressing towards its 50th birthday. The world has shifted a lot across that period, and although right now it feels as uncertain a place as at any other time, generally speaking the speed of change has accelerated across the last 50…
19th August, 2022
Patience has certainly been required so far this year. It is a pre-requisite of investing for the longer term but is also very easy to forget in times of stress. The theory is simple, though we all know that life isn’t a one way ticket, and sometimes putting theory into…
5th August, 2022