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.
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