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
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
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1993
1982
1976
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.
Heading into this budget, there was an expectation that there would be tax breaks to drum up support ahead of the looming general election. A follow on from the Autumn statement then, which saw National Insurance cut and new initiatives introduced to get more people back into the workforce. Despite…
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2023 closed with bond and equity markets moving notably higher on the back of falling inflation data and the prospect of interest rate cuts. This was something we had anticipated would happen earlier in 2023, though our thoughts played out, and the returns we expected all came in somewhat of…
1st March, 2024