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.
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