Our Story
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 objectives.
2017
1st October 2017
Acquisition of Albian Lake Wealth Management.2020
2016
1st January 2016
Relocation and opening of Newark office at Potterdyke House.
2015
1st August 2015
Discretionary Investment Management service launched.
2015
20th March 2015
FTSE 100 closes above 7000 for the first time in history.
2014
1st January 2014
Assets under Management surpass £200M.2012
1st January 2012
DB Wood acquire Gallimore Associates.
2020
21st April 2011
Funds under Management £66,315,809.2009
1st January 2009
Financial Planning propositions launched.2008
15th September 2008
Lehman Brothers file for Bankruptcy as the Global Financial Crisis spreads.
2008
21st March 2008
Investment Committee established andDB Wood Model Portfolios launched.
2005
1st January 2005
Acquisition of Newark Insurance Services.
2000
1st January 2000
Dot-com bubble bursts sending financial markets into panic.1993
1st January 1993
Ashley Brooks, our current CEO joins.
1987
BLACK MONDAY
Stock market crash where the Dow Jones IndustrialAverage (DJIA) fell 22.61% on 19th October.
This remains the largest one-day decline in US stock-market history.
1984
3rd January 1984
FTSE 100 index originated with a starting price of 1000.
(x6) MEMBERS OF STAFF
1982
Moved to the marketplace in Arnold, Nottingham, with six staff.
1976
x3
1st January 1976
DB Wood established as a privately owned Wealth Management business by three founding partners.
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