I would like to take this opportunity to echo the grateful thanks expressed by other clients. After a working lifetime in the insurance industry I was less than impressed by the gains made by my pension funds. After retiring at the age of 58, I sought the advice of several financial advisors with a view to converting some of these funds into an annuity or drawdown and was very disappointed by the proposed management techniques and costs involved. In fact, the exercise became something of a nightmare.
Thankfully, I discovered The Pension Drawdown Company while using the internet to try to make sense of it all. I had never heard of the company before and, whilst I understood what they were saying, I naturally wondered whether they actually did manage the funds in the way they described – given that this went well beyond that which others were offering to do.
Let me assure you that they do. In just under 3 years I have had 18 portfolios. All changes have been at the suggestion of PDC with Jonathan going out of his way to explain the reasoning behind the changes together with an overview of the current market situation on each occasion.
I have already asked PDC to look after a further pension fund when it matures in three years time.
Posted By: D Roberts
I would like to put on record how please I am with the performance of my investments since I first cam to the Pension Drawdown Company in 2008. During a turbulent period of financial instability across the globe, my investments, handled by yourselves have shown significant growth and I could not be more pleased.
I am the first to admit to my lack of knowledge and experience regarding the financial world having been involved in the manufacturing industry in the West Midlands all my life. Over the last 3 years I have come to trust in your judgement. In my view the results you have achieved speak for themselves.
I would also say that our correspondence and telephone conversations, initiated by yourselves on a very regular basis, also provide the reassurance that you are very much striving to be up with and even 'ahead of the game' as much as possible. I always feel the performance of my funds really matter to you and that you deal with clients and their requirements on a far more individual basis, acting decisively and quickly when required. Something larger organisations perhaps lack.
My previous pension company, a very well known 'household' name form East Anglia, always communicated with me via a standard, annual letter. Beautifully laid out as it was, and full of facts regarding the never-less-than-impressive performance of the company, nevertheless I felt I was simply one of the many thousands of no particular significance. I was with this company for nearly 18 years.
I now realise that there are better alternatives to this that would increased the value of my funds [and so pension significantly] and now very much regret not moving to the Pension Drawdown Company many years ago.
Overall I am more that delighted with the way my investments are performing and look forward to a long association with the Pension Drawdown Company.
Posted By: D Ingram
Whilst writing can you please pass on my continued thanks to Jonathan for the ongoing management of my plans.
I worked in the financial services for over 30 years and in my experience his continual 'hands on' approach is very rare.
I have encountered many advisers who can construct a portfolio commensurate with a client's attitude to risk and investment objectives. Very few then fine tune this during the year to maximise opportunities and reduce downside risk during market fluctuations to the same extent as Jonathan.
Very happy with performance to date!
Posted By: Steve Gott
Many thanks for your advice and help today on both the Skandia funds and also the L&G for Ivona.
We have been consistently reassured that yourself and Bob have , from the beginning , shown us genuine concern that the portfolio be performing as best as possible in the prevailing conditions .
Although our investment is relatively small , it is a great comfort to have this support as , quite naturally , we rely on your professional judgements . Since we began with the Pension Drawdown Co in 2006 we have all experienced highly volatile market conditions and the fact that our investments remain progressive is a testament to that care.
Charles and Ivona
Posted By: Charles and Ivona
Having made contact with Jonathan Walker in early 2009 I have been able to take early retirementas my finances have been dealt with in an exemplary manner and the growth has exceeded my wildest expectations.
The advice he imparted to me at the time has also saved me losing a substantial amount of money which I had allocated to what appeared to be an excellent income plan run by Keydata Investment services Ltd. the company subsequently folded shortly after my decision to invest with the Pension Drawdown Company.
I can never thank you enough Jonathan you and your team will always be assured of my highest recommendation and have always handled my financial affairs in a most professional manner.
Posted By: Robin Leat
Business Development Manager (retired)
Jonathan Walker has managed our funds with exceptional skill. He has consistently enabled our investments to grow year on year, steering a way through the financial storm, and easily outperforming the FTSE index.
Our primary investment came from a pension drawdown. Taking Jonathan's advice to draw down that pension enabled funds which had been virtually static for the past few years to increase by around 25%.
Posted By: Will Gatti
I have found the Pension Drawdown Company, and in particular Mr Jonathan Walker, to be most helpful in compiling a meaningful portfolio across the board, resulting in a steady growth in funds during a difficult time. I would fully recommend his service to anybody looking for a trustworthy company.
Posted By: R W Mears
Totnes, Devon (Builder)
It is clear that the switch of some funds has paid immediate dividends, and we have reason to be well satisfied with your ongoing advice. The current market conditions are obviously uncertain, but there will no doubt be opportunities in due course – I am content to leave this to your judgement.
The pension fund has been well managed since we converted to Drawdown in 2002. I am well aware of the difficult investment conditions since then, and have recommended your company to one or two potential clients for Drawdown services.
Keep up the good work!
Posted By: Martin Procter
Ipplepen, Devon (Established Artist, Property Developer and Entrepreneur)
I have now been a Pension Drawdown client for over 12 months and during this period have been extremely pleased how the fund has operated.
Though living in Tenerife - the operation and administration of my actively managed pension drawdown fund has been excellent and far easier than I ever anticipated. I can obtain current valuations at the click of a button and communication has proved both easy and efficient.
Over the past 12 months market volatility and uncertainty has dominated the financial markets - with your guidance and advice my fund has shown resilience and growth in these very difficult times.
I would recommend The Pension Drawdown Company and look forward to the future with confidence and optimism that a very important aspect of my life is in safe efficient hands.
Posted By: Mr P R Wheeler
Tenerife, Canary Islands (Retired Accountant and Managing Director)
I write to thank you for all your efforts with my pension funds and investments. I am very satisfied with the total increase of my portfolio during the past few difficult financial years.
Your advice, expertise and thoroughness in the preparation of my investments have been second to none.
I look forward to many more successful financial years working together to aid my successful retirement.
I would not hesitate to recommend Mr Walker at The Pension Drawdown Company for his integrity and financial ability.
Posted By: Mr J A Peterkin
Chipping Norton, Oxford (Dentist)
Jonathan is the director and joint owner of the Pension Drawdown Company.