Financial Planning Centred around you

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.

Our Services Our Team

To claim to be leaders in our field would be subjective.
We simply aim to constantly and consistently improve what we do.

About us

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.

44 Years in business

165 Combined years experience

£600M Assets under management

Bespoke strategy to your financial solutions

If you have a particularly complicated financial situation that you can’t wrap your head around, then let us simplify it with iPlan...

Do you have a specific aspect of planning that you want to focus on? iFocus may be for you...

For those who want to focus solely on their investment needs… then choose iInvest...

iPlan iFocus iInvest

Our Culture

We aim to offer direction and control by planning for financial security and delivering confidence

People don’t only care what you know they want to know that you care.

We are a people business, delivering confidence through our empathy.

Don’t wish it was easier, strive to be better.

We want to be better in 6 months’ time than we are today. We don’t live in mediocre, we aim to reflect this in the work we produce for you.

Do the right thing.

We operate with integrity and build trust among clients and colleagues through something so simple; doing the right thing.

Excel our virtues.

We constantly look at the value in our propositions and ensure that ‘why’ we do what we do is apparent in the results we produce for you.

We are greater than the sum of our parts.

We are a team; much stronger together than apart. Together, we aim to deliver excellence.

Finally, keep it simple and fun.

We’re aware not everyone gets excited discussing pensions like we do, so we don’t over complicate. We work hard to deliver a service that shows you the fun side of planning.