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.
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