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Based at

Amber River DB Wood

Position

Financial Planner

Serving clients in

Lincoln, Lincolnshire

Trudi Giles

Financial Planner

Trudi begun her career in financial services over 30 years ago working at the Nationwide Building Society. She started as a cashier and moved on to become a Mortgage Adviser and then a Financial Adviser.

Trudi has worked for Amber River DB Wood since 2015. Her role revolves around her clients – keeping their financial needs and objectives met and ensuring financial order. She values being able to build long-term relationships and believes being super organised is the order of the day.

Outside of work Trudi enjoys walking weekends, and lots of holidays.

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Amber River DB Wood

Our team at Amber River DB Wood includes Chartered financial planners who look after clients across the East Midlands and beyond.

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We adhere to the FCA’s principles of Treating Customers Fairly (TCF). Read more here

Amber River DB Wood is a trading name of DB Wood Ltd, which is authorised and regulated by the Financial Conduct Authority no: 209530. Registered in England & Wales. Registration No. 4312250. Registered Address: Potterdyke House, 31-33 Lombard Street, Newark, Nottinghamshire NG24 1XG. http://www.fca.org.uk/register

The Financial Conduct Authority does not regulate National Savings or some forms of mortgage, tax planning, taxation and trust advice, offshore investments or school fees planning.

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