Tracey Underwood

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DB Wood are a Financial Planning, Investment Management and Risk Advisory business. 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.