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.
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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.
The majority of financial planning advice in the UK is aimed at people over 50, looking to plan for retirement and later life. Is it any wonder then, that the younger generation of today dismiss the concept as being something not worth worrying about? Life is a journey that should be filled with colour, fun and little adventure.
We are a business formed on relationships and trust, employing a team that share in the same values and culture. Our financial planners, client services and investment team are allied to help you make the right decision and feel in control. We provide peace of mind that your money is being carefully managed for you and those you care about for now and generations to come.
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