Our in-house Investment Committee (IC) is responsible for the management of our six risk-rated portfolios. The IC comprises of a team of five individuals, with over 80 years of combined experience. By constantly refining their processes, and working with a client focus, they produce a range of investment solutions which are designed to achieve specific objectives. Their relationship with the wider team should not be underestimated, as consistent flows of communication provide them with an in-depth understanding of the IC’s thinking at all times.
Want to see some of their latest commentary… find IC Insights in our blog.
Your Financial Planning requirements are unique. Specialists in their field, our dedicated team aim to demonstrate their value through effective investment and tax planning, sat within a planning framework that is easy to understand and compliments your lifestyle. They aim to help clients make informed decisions about their money and the growth and protection of their estate. Working closely with the wider team, they will be fully integrated in your planning journey, building meaningful relationships based on trust.
Our Client Services and Technical Solutions teams are here to provide you with any support you require. Client Services will be your main point of contact for your everyday needs, with Technical Solutions on hand to assist you with more complex queries on your investments, pensions and taxation. Centered around you, they will work together with you and your Financial Planner to help you achieve your goals and aspirations.
When it comes to our private client insurance requirements, we have a dedicated team of experts who provide the very best advice and products. Moreover, at the most distressing times, you want to know you have support. Our Claims Team has in depth knowledge and experience, which ensures they get the claim settled with the minimum of fuss, giving you a prompt settlement or an active defence.
Ashley is Chairman of the Board and Chief Executive Officer at DB Wood. He has over 20 years’ experience in the wealth management industry, qualifying as a Financial Advisor in 1994. Ashley provides a vision for the company’s direction, alongside holding key roles as one of our lead Financial Planners as well as Chairman of our Investment Committee.
Interests: Ashley is a keen squash player and competes in the Nottinghamshire Squash Leagues.
Tracey is the Managing Director at DB Wood. As a Certified Financial PlannerCM, she has over 15 years of industry experience. Tracey has a variety of responsibilities that include overseeing the day-to-day running of the company, as well as implementing our business strategy.
Interests: Tracey can usually be found at the gym partaking in high intensity workouts, or at weekends completing obstacle course races.
Prior to joining us in 2005 Michael held roles at Aviva, Scottish Life and Scottish Widows. He holds a Diploma in Regulated Financial Planning as well as specialist qualifications in Pensions, Investment Risk Management and, Taxation and Trusts. Michael predominantly works as a Financial Planner, although he is also an important part of our Investment Committee.
Interests: Michael enjoys spending time with his wife and two kids.
Helen oversees our Risk Management department. Further to a rich history with Lloyds bank, she has a background formed upon excellent customer service. Today, she ensures our risk strategies are being implemented effectively, and our processes and compliance duties are achieved.
Interests: Helen has a passion for swimming and tap dancing, and can often be found tip-tapping around the office.
At DB Wood we believe in offering an environment where individuals can achieve and aspire. Although technical ability is important, you must also have emotional intelligence and align to similar core values. Above all, you must be passionate about what you do and have a willingness to learn.
We will always spend time getting to know you, and give you the time to know us, as in a similar way to our clients, we want to develop relationships over the longer term. If you feel that you are an individual that can make an impact, then you are the type of person that we are looking for.
Quality is not an act, it is a habit. — Aristotle