Our focus is on you and what you want to achieve. Through effective Financial Planning, we aim to help you control your money, not let money control you. DB Wood is a Financial Planning and Investment Management business located in the heart of Newark on Trent. Since our inception in 1976, we have spent a considerable amount of time developing our people and processes, putting clients at the centre of everything we do.
We aim to provide you with a personal experience as your planning is unique to you. Our aspiration is to work with you over the longer term and as such we strive to drive value and develop our relationship not just at the outset, but over the years ahead, providing you with financial confidence, through clarity and clear direction.
We aim to provide you with a personal experience as your planning is unique to you. Our aspiration is to work with you over the longer term and as such we strive to drive value and develop our relationship not just at the outset, but over the years ahead, providing you with financial confidence, through clarity and clear direction.
Services
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.
Perhaps you have your own business and your income varies each year, or you might have a number of income producing assets. It might be that you have many objectives, or your assets need regular review to maximise your tax efficiency. We can help, by removing the stress of managing your goals and the tough decisions that you will inevitably face along the way, giving you the control and flexibility to achieve them.
Encompassing all the advantages offered within the iInvest proposition, iFocus takes your planning a step further and offers clients the opportunity to focus on specific areas where they require assistance. Ranging from needing to build tax efficient income in retirement to future estate planning, we structure this service to fit your needs and ensure you receive the help you require.
Our six portfolios provide access to a sustainable investment solution for all risk levels and are managed diligently by our in-house Investment Committee. They offer protection when times are tough and embrace opportunity when it presents itself. Quite simply, the portfolios are designed to find strength when they need it most, performing at their best when markets fall around them.
Our philosophy is centered around "why" we do what we do, not simply "what" or "how" we do it. Built around a deep understanding of your industry and supported by a common goal, we aim to grow our DFM proposition through strong relationships based on trust and collaboration. All six model portfolios are constructed to maximise the chance of clients meeting their financial planning goals, offering a journey where risk is always considered first.
Reviews
Be the first to review D B Wood.
Write a Review
