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.
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
All you need to know about dbwood and the Finance industry – our services, industry insights, partnerships and events.
This year will be the single largest election year in history. Across six continents more than 2.5 billion people will be able to put pen to ballot paper and vote for the future of their country’s policy. It’s a chance for 30% of the world’s population to share their views…
16th February, 2024
The psychology of markets is not especially consistent. Investors get overly pessimistic when they are worried, and overly excited when newsflow is good. This creates periods where too much of the bad news is reflected in market prices and vice versa. After 18 months of bad inflation and interest rate…
2nd February, 2024