Ashley is Chairman of the Board and Managing Director at DB Wood. He has over 25 years’ experience in the wealth management industry, qualifying as a Financial Advisor in 1994. Ashley is highly involved in our business strategy, 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, competing in the Nottingham Squash Leagues.
Alex is Investment Manager at DB Wood. He joined us in 2014 further to his Mathematics and Economics degree at Loughborough University, and primarily spends his time overseeing our investment process and portfolio outcomes. Alex recently become a CFA Charterholder, and has been recognised as one of the industry’s top talents by Citywire’s Top 30 Under 30.
Interests: From monitoring investment swings, to perfecting his own, Alex is a devoted tennis player and is also in fact a qualified coach.
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 his time with his wife and two kids.
Neil holds over 25 years’ experience here with us at DB Wood. He is a qualified Financial Planner and holds further specialist qualifications in Life & Pensions, Long Term Care and Equity Release. Neil’s personal aim is to provide quality support to his clients, ensuring he delivers a service that is highly suited to their needs.
Interests: Neil is an avid football fan, and has a decent right boot himself.
Adam joined DB Wood in 1999. He has over 25 years of industry experience, qualifying as a Financial Advisor in 1996. Adam specialises in advising private individuals, specifically providing generation and wealth planning solutions to DB Wood clients.
Interests: Adam has a history of sporting participation, in particular applying himself on the Cricket field.
Oliver is part of our next generation of Financial Advisors. He joined DB Wood in 2009 following completion of a business degree at the University of Chester. He achieved his Diploma in Regulated Financial Planning in May 2013 and is currently working towards Chartered status.
Interests: Oliver is an avid runner, highlighted by his successful completion the Stockholm marathon in 2016.
Further to our purchase of his business in 2017, Kelvin joined our advice team as a Financial Planner. Kelvin has a wealth of experience, with over 30 years of industry experience, and has developed fantastic relationships with all his clients.
Interests: Kelvin plays lead guitar and backing vocals in “The Business”; a local Newark band.
Graham joined DB Wood in 1984 and has over 30 years of investment experience. He originally qualified as a Financial Planner in 1980, further updating his qualifications to new industry specific standards in 2013. Graham has a passion for investment management, holds an important role on our Investment Committee and brings broad experience to the team.
Interests: Outside of work, Graham is Chairman of the Newark Wine Society, and can often be found at the City Ground on a Saturday.
Dominic joined DB Wood in 2015 on our Graduate Programme. He graduated with a First Class Joint Honours Degree in Business Finance and has since become a Chartered Certified Accountant as well as holding the Diploma in Regulated Financial Planning.
Interests: Dom enjoys completing endurance challenges, such as the Otillo Swimrun.
Declan joined DB Wood in September 2017, having completed our Summer Internship in 2016, where he wowed us with his potential. Declan has a First Class Joint Honours degree in Economics, Finance & Banking from Nottingham Trent University, and he displays knowledge and experience well beyond his years. Driven by his passion for the markets, Dec has become a vital member of the team in a short space of time, contributing to everything from research to new technological initiatives.
Interests: Outside of work, Declan coaches for Nottinghamshire County Rowing Association.
As part of our Financial Planning team, Rhiannon is responsible for assisting the Financial Planning Consultants in developing client outcomes. As well as holding the Diploma in Regulated Financial Planning, she has specialist qualifications in Investment Planning, Personal Tax and Trust Planning.
Interests: Rhiannon has developed a recent love for CrossFit, entering her first competition in 2018.
Joanne joined DB Wood in 2003. As part of our financial planning team, Joanne is responsible for assisting the Consultants in developing client outcomes. She has over 20 years’ financial planning experience and holds the Diploma in Financial Planning. Joanne is currently working towards her Advanced Diploma, with the ultimate aim of becoming Chartered.
Interests: Often found riding around on one, Jo is an avid fan of motorbikes.
Sonia is a key part of our iInvest team, providing technical solutions for clients in that proposition. She joined DB Wood in 2005, further to the acquisition of Newark Insurance Services, and has over 25 years’ experience in the financial services industry.
Interests: Sonia has a love for tap-dancing, and can often be seen performing in the annual show of the Charlotte Hamilton School of Dance at Newark Palace Theatre.
Julie has been a part of DB Wood for over 25 years. She has held various roles over that time, spanning from commissions to technical support. Her broad knowledge base gives her the required understanding to be effective in her current role. Specifically, Julie’s focus is on the wider team’s productivity, and works hard to ensure our clients’ objectives are met with speedy and accurate delivery.
Interests: Outside of work Julie often volunteers in the community, helping at lunch club for the elderly and gives her time to the production of her village magazine.
Claire joined DB Wood in 2007. She has a long history in the client services industry, previously working for a company in manufacturing and medical supplies. She is a very organised individual that takes great pride in offering a personal service to our clients. Specifically, she acts as vital support for Neil and Kelvin, two of our most experienced advisors.
Interests: Family, Holidays, Rugby – in that order.
Krys started out in the financial services industry as a 23-year-old, working in the pensions department at Norwich Union. After successful stints there and at Standard Life, Krys joined DB Wood in 2009 as a Client Services Administrator. Every client is different, and Krys thoroughly enjoys servicing their every need. Her fulfilment is further enhanced by the camaraderie she shares with her fellow colleagues.
Interests; Krys loves to see new places and has the ambition to see the world when she retires.
Jane originally joined DB Wood in 2000, further to significant experience in the investment departments of both a commercial bank and an asset manager. She has worked with the team for over16 years in total, but latterly re-joined in 2014 when the business returned to Newark. Jane thoroughly enjoys the team based culture at DB Wood, getting personal satisfaction from helping others, and is driven to deliver an excellent client experience.
Interests: Never afraid of an uphill struggle, Jane can often be found pedalling around Lincolnshire on her bicycle.
Joel is the newest addition to the Client Services team, joining DB Wood in 2017. After graduating from Leeds Beckett in 2017, he followed in his father’s footsteps to pursue a career in Financial Services. He’s off to a great start having already passed three of his exams and currently studying for his fourth!
Interests: At least once a week Joel can be found in the local curry house, asking for the hottest vindaloo they can give him!
David joined DB Wood in 2005 at the young age of 20. Amazingly, he has been here 12 years already and is seen by all as a vital member of the team. The platform that holds our clients’ money is David’s area of expertise, but he has also developed fantastic relationships with a great number of Ashley’s clients, whom he services. Our business’ success is built on client relationships, and David helps to drive both.
Interests: David is an Ice-Hockey enthusiast, and has played since the tender age of 11.
Sam has significant experience in the client services sector, having worked for Yorkshire Bank up until 2007 when she joined DB Wood. Sam is a methodical individual who works diligently to ensure our clients receive a consistent service that is both engaging and hassle-free. Specifically, she helps to support Oliver Crampton, and loves working as part of the wider team.
Interests: Downward dog, sun salutations and warrior one are all in her weekly routine, as she holds a keen interest in Yoga.
Georgia joined DB Wood in 2016. She has a particular flair for data analysis, and spends the majority of her time assessing our business’ and clients’ data to help us make more informed business decisions. Georgia is also heavily involved in the servicing of our iInvest clients.
Interests; outside of work Georgia enjoys her running and can put together a mean sub-45 minute 10km.
Andrew joined DB Wood in May 2015, following a relocation from Peterborough. With experience spanning 20 years, he has held a variety of roles within the insurance industry, bringing a different viewpoint to the team. Andrew holds a Certificate in Insurance and is currently working hard towards his Diploma, keeping his colleagues and clients laughing with his sense of humour.
Interests: This is, in fact, the Risk Account Executive you’re looking for. Andrew is an avid film fan with a proclivity for Star Wars. The force is strong with this one…
Alan joined DB Wood in November 2013 after 25 years with Lloyds Banking Group. His extensive experience has allowed him to develop wide-ranging expertise in his field, and Alan prides himself on delivering excellent customer service to all his clients. Alan has also received his Certificate in Insurance.
Interests: As well as bowling over clients with his superb customer service, Alan enjoys bowling during a good cricket match too.
Daniel joined DB Wood as recently as November 2016 following over 20 years with Lloyds Banking Group PLC. With a background in management stretching back over 16 years, his focus is on ensuring that all business insurance clients receive the highest possible standard of service.
Interests: In addition to a keen interest in golf, Daniel is in the process of earning his Level 1 Certificate in Football Coaching with a view to becoming a youth coach.
With over 20 years experience in the insurance industry, Ange has a wealth of knowledge which she brings to the team at DB Wood. Ange recently relocated from Bedfordshire to be closer to her family and in search of a new challenge. Her philosophy of providing excellent customer service while resolving clients Insurance queries is still her main aim and she’s enjoying being part of a like minded team.
Interests: As light and refreshing as the lady herself, Ange’s cakes are becoming a firm favourite in the office, including her famous fruity pavlovas! When she’s not baking or having fun with her beautiful granddaughter Grace, Ange enjoys trips to the theatre, walking and socialising with friends.
Further to a rich history with Lloyds Bank, Helen now plays a crucial role as our internal Finance Manager. Responsible for reconciling accounts on all sides of our business, Helen would describe her approach to credit control as tough, but fair. Further roles include general bookkeeping for DB Wood and the part we all thank her for the most; managing the payroll.
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