Located in Newark-on-Trent, DB Wood has been operating in the Midlands since 1976. The firm is focused on financial planning, business planning, investment management and risk advisory. DB Wood’s philosophy is to be ‘centred’ on the client, ensuring the team embodies ‘why’ they do what they do, not simply what or how they do it.

The firm has grown significantly in the past decade. It had £66m in assets under management in 2011, and now manages in advance of £600m, thanks to a mixture of organic growth and acquisitions. The firm acquired Gallimore Associates in 2012 and Albian Lake Wealth Management in 2017.

Another major factor in the expansion of DB Wood was the launch of its discretionary investment management service in August 2015. The proposition consists of six model portfolios available through several platforms, and focuses on delivering financial planning outcomes, as opposed to just outperforming benchmarks.