This website is designed to provide you with general information only. Our FCA number is 209530, this can be verified by visiting www.fca.org.uk. This website is used by D B Wood Limited to keep you informed of the services we offer.
Information we hold about you
In order to advise you properly, we will need to obtain information regarding your financial and personal circumstances, enabling us to assess your suitability for particular products or services. By providing us with your personal data:
1. You agree the information we hold about you can be held on computer and/or paper files, in accordance with the Data Protection Act 1998, and any subsequent amendments thereto.
2. You agree any information which you give us, including sensitive personal data, such as health and medical records, may be disclosed to third parties (e.g. credit reference agencies and medical practitioners, where relevant) for the purpose of processing your application and for the ongoing administration of your investment or policy but for no other purpose. Your information may also be accessed by Financial Services Authority for investigative work.
3. You agree we may occasionally use your information to contact you from time to time by post, fax, e-mail or telephone to bring to your attention additional products or services, which may be to your benefit.
4. We agree any consent given by you regarding the above may be withdrawn, by you at any time, by contacting us in writing at the address detailed at the bottom of this page.
On our home page we offer the prospect of you coming in for an initial consultation. Please note that this must be booked in advance with one of our Financial Planners, is subject to our acceptance, and is restricted by our time constraints.
We try to ensure that the information provided is correct, but we do not give any express or implied warranty as to its accuracy. We do not accept any liability for errors or omissions. The content of this website is for guidance purposes only and does not constitute financial or professional advice.
You should be aware that pension and life fund performance differs from unit trust/OEIC performance, due to the underlying tax treatment. Past performance is not a reliable indicator of future returns. The value of any investment can go up and down, and investors may get back less than they invested.
©2016, DB Wood Limited
Registered in England & Wales. Registration No. 4312250
Registered address: Potterdyke House, 31-33 Lombard Street, Newark, Nottinghamshire. NG24 1XG.
DB Wood Limited is authorised and regulated by the Financial Conduct Authority (FCA). Registration No. 209530