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

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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.

Business Update – Where we are Heading, Part 2
It is incredible to think that our business is progressing towards its 50th birthday. The world has shifted a lot across that period, and although right now it feels as uncertain a place as at any other time, generally speaking the speed of change has accelerated across the last 50…
19th August, 2022

Patience has certainly been required so far this year. It is a pre-requisite of investing for the longer term but is also very easy to forget in times of stress. The theory is simple, though we all know that life isn’t a one way ticket, and sometimes putting theory into…
5th August, 2022

Business Update – Where we are Heading, Part 1
As the heat descended on us this week, we thought it was worthwhile reflecting on and sharing some hot news of our own from the year so far. We are always keen to ensure everyone has a forward financial and lifestyle plan; that way we are better equipped to navigate…
22nd July, 2022