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Amber River DB Wood

Tracey Underwood

Director

Tracey is a Chartered and Certified Financial Planner and has spent much of her career heading up technical and operations teams within financial planning firms. She is passionate about financial planning and the delivery of a client centric value-based proposition, ensuring that her team spends more time on what clients (and we) love.
Tracey dedicates much of her free time to CrossFit – she loves to pick up a barbell but is not so keen on the cardio! She is also a volunteer judge at national CrossFit events. Tracey also loves spending time in the countryside with her husband and two dogs.

Talk to Tracey, call Amber River DB Wood

01636 233200

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4 January 2024

What is a Crystallised Pension?

Crystallising your pension unlocks your investments and gives you access to your pension savings, including a 25% tax-free lump sum

19 December 2023

A quick guide to understanding financial planning jargon

We’ve created a list of the common financial planning jargon you might come across when planning for you and your family

30 November 2023

Are Annuities a Good Investment?

Is an annuity something you should consider? We take a look at the benefits and drawbacks to help you build up a clearer picture

11 October 2023

Not the retiring type? Why people choose to retire later

More people are choosing to work beyond retirement. Phasing retirement can offer a range of benefits, even beyond the state pension age

26 June 2023

9 ways to reduce your Capital Gains Tax

Looking to reduce your Capital Gains Tax bill? Here are 9 ways you can cut your tax liability, keeping more of your money in your pocket

1 June 2023

How much life insurance do I need?

Knowing exactly how much life insurance you need can be a difficult sum to calculate. How much would your family need if something was to happen to you?

4 May 2023

Should you consolidate your pensions?

Pension consolidation simply means combining two or more pensions into a single pot. There are several reasons why this might be worthwhile

10 February 2023

What does a financial planner need to know about you?

Only by providing open and honest answers will your financial planner be able to design a financial plan that helps you achieve your life goals

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We have one simple purpose: To enrich the lives of those we meet.

Find out more about Tracey and the Amber River DB Wood team

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What our clients say

Mr & Mrs O - Leicester

The whole team at DB Wood are professional, courteous and extremely knowledgeable. Your investments are as safe as they can be with excellent returns over a period of time. The team can react to any situation fast and efficiently even if the government bring in new legislation.

The whole team at DB Wood are professional, courteous and extremely knowledgeable. Your investments are as safe as they can be with excellent returns over a period of time. The team can react to any situation fast and efficiently even if the government bring in new legislation. Mr & Mrs O - Leicester

Susan A - Essex

Friendly and professional team. Clear and concise communication. Excellent preparation for meetings with great follow-up. A genuine understanding of our personal circumstances and can therefore give tailored advice and guidance.

Friendly and professional team. Clear and concise communication. Excellent preparation for meetings with great follow-up. A genuine understanding of our personal circumstances and can therefore give tailored advice and guidance. Susan A - Essex

Mr & Mrs L - Grantham

I have been a client with DB Wood for many years, and they provide a first-class financial service. At any time my husband and I need any financial guidance they are always there to help. Everything about DB Wood’s is professional, friendly, efficient and they always follow up on everything they say they are going to do. I never have to chase anything and everything that we financially is fully explained in a way that my husband and I can understand. Without their support and guidance we wouldn’t have achieved the future financial plans we have in place.

I have been a client with DB Wood for many years, and they provide a first-class financial service. At any time my husband and I need any financial guidance they are always there to help. Everything about DB Wood’s is professional, friendly, efficient and they always follow up on everything they say they are going to do. I never have to chase anything and everything that we financially is fully explained in a way that my husband and I can understand. Without their support and guidance we wouldn’t have achieved the future financial plans we have in place. Mr & Mrs L - Grantham