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.
1st October 2017Acquisition of Albian Lake Wealth Management.
1st January 2016Relocation and opening of Newark office at Potterdyke House.
1st August 2015Discretionary Investment Management service launched.
20th March 2015FTSE 100 closes above 7000 for the first time in history.
1st January 2014Assets under Management surpass £200M.
1st January 2012DB Wood acquire Gallimore Associates.
21st April 2011Funds under Management £66,315,809.
1st January 2009Financial Planning propositions launched.
15th September 2008
21st March 2008Investment Committee established and
DB Wood Model Portfolios launched.
1st January 2005Acquisition of Newark Insurance Services.
1st January 2000Dot-com bubble bursts sending financial markets into panic.
1st January 1993
BLACK MONDAYStock 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.
3rd January 1984
(x6) MEMBERS OF STAFF
1st January 1976DB Wood established as a privately owned Wealth Management business by three founding partners.
YOU'VE BEEN READING OUR STORY FOR
We can be part of yours