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.
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.
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