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.
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
DB Wood acquired Brackenbury IFA
31ST MAY 2024
DB Wood acquired Juniper Financial Management
31ST JULY 2023
DB Wood acquired MLI Advice
1ST JULY 2023
DB Wood joined the Amber River Group
1ST JULY 2022
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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Bespoke strategy to your financial solutions
If you have a particularly complicated financial situation that you can’t wrap your head around, then let us simplify it with iPlan...
Do you have a specific aspect of planning that you want to focus on? iFocus may be for you...
For those who want to focus solely on their investment needs… then choose iInvest...
If you have a particularly complicated financial situation that you can’t wrap your head around, then let us simplify it with iPlan...
Do you have a specific aspect of planning that you want to focus on? iFocus may be for you...
For those who want to focus solely on their investment needs… then choose iInvest...
If you have a particularly complicated financial situation that you can’t wrap your head around, then let us simplify it with iPlan...
Do you have a specific aspect of planning that you want to focus on? iFocus may be for you...
For those who want to focus solely on their investment needs… then choose iInvest...
All you need to know about dbwood and the Finance industry – our services, industry insights, partnerships and events.

Well, we’ve certainly had quieter starts to the year. In the first month of 2025 we’ve had positively surprising inflation data, an AI breakthrough out of China, and the start of the tariff games. Market volatility has picked up, as the world takes stock of the infamous new US President.
7th February, 2025

Tax charge ahead, is it time to change course?
It’s been a tough few months for the tax landscape. For many clients, 2025 will see a change of direction for their financial planning, as we adjust following the recent budget, which delivered some significant changes to the way many assets are taxed. Subsequently, even more consideration will need to…
24th January, 2025

Market Review When we sat here a year ago writing this update, markets were expecting an imminent recession with the expectation that interest rates would come down quickly to compensate. At the time we didn’t think that the outlook for the UK economy was quite that bad, though we were…
10th January, 2025