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DFM Area

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.

Relocation Sold
Money & Calculator

28th April 2016

Assets under Management £300M
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.
2015

1st January 2015

Our Managing Director joins.
Total number of employees 29.
2014

1st January 2014

Assets under Management surpass £200M.

2012

1st January 2012

DB Wood acquire Gallimore Associates.
2011

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 and
DB 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 Industrial
Average (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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