Richard Wilson

Senior Risk and Claims Consultant at Db Wood

Richard Wilson's Professional Contact Details

Email (Verified)

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Get Email Address

+44 1636 233200

Location

Newark-on-Trent, England, United Kingdom

Company

Db Wood

Person Seniority

senior

Person Functions

consulting

Location Postal Code

NG24

Richard Wilson's Current Company Details

Db Wood

Newark-on-Trent, England, United Kingdom • 12 Employees

finance

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. 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.

Founded Year

1976

Organization Website

dbwood.co.uk

Organization Languages

English

Current Technologies

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