DB Wood Information

DB Wood are a Financial Planning, Investment Management and independent Insurance Brokerage. Founded in 1976, and located in the heart of Newark on Trent, we constantly strive to improve our people and processes, putting clients at the centre of everything we do. We are a business formed on relationships and trust, employing a team that share in the same values and culture. We believe that what differentiates us is the deep understanding of “why” we do what we do, not simply “what” or “how” we do it. This philosophy drives our passion to ensure we deliver our clients’ objectives with clarity, discipline and consistency, allowing them to concentrate on enjoying their life. We aim to offer direction and control by planning for financial security and delivering confidence. We provide choices on the most effective ways to meet your future aspirations. Your planning should be visible and real, and above all interesting, exciting and thought provoking. Together we develop a clear plan, centred around you. We spend a significant amount of time listening to you discovering where you are now, and where you want to be. Life changes, and so it is crucial that we build planning, investment and risk strategies adaptable to your circumstances. All this is achieved with a simple, transparent approach where we regularly review your planning journey. We believe that life is for living, and in working together to develop our ideas to deliver your objectives.