Client Testimonials

Just wish I had heard of The Pension Drawdown Company before I found them via the internet. The service has been very professional, prompt and personal and despite the obvious downsides of the "credit crunch", investment progress has been made.

Having been a pension Trustee and Administrator in my own career obviously I have some knowledge to base my views on and would have been very happy to have used The Pension Drawdown Company in those days had they been available.

The great thing in my busy life is that investment decisions can be done by one simple telephone call. I thoroughly recommend them to you.

Brian Greenslade - Barnstaple, Devon (Shadow Leader Devon County Council)

I have several investments managed by The Pension Drawdown Company. They have consistently delivered significantly better performance than the FTSE average in the current credit crunched market.

Jonathan Walker has made several pro-active fund switches ahead of market swings in recent months securing 16.9% growth compared to a 2.6% loss from the FTSE.

This pro-active approach is unique in my experience and has encouraged me to invest further in the coming months.

Jeff Dobbie - Pirbright, Surrey (Manager)

I had been watching my pension fund, to which I had been contributing for 25 years, diminishing in value with each annual statement and had spent may months talking to financial advisers who seemed to be unable to suggest a course of action to improve the situation.

In 2004 I was introduced to Jonathan Walker of the Pension Drawdown Company who showed great patience and professionalism in explaining what could be done and how to do it.

In the two years since setting up my pension drawdown he has continued to actively manage the fund with a highly personal involvement, which has resulted in a growth well ahead of average. I have full confidence in him and would happily recommend the Pension Drawdown Company to anyone who requires sound advice way above the normally pathetic offerings of the average financial adviser.

David Turner – Brixham (Estate Agent)

I transferred my Civil Service pension fund to Skandia Life on the advice of Jonathan Walker in April 1997 the fund value at the time was £111,000, which has now grown to £337,500. 

I have now transferred this to an Income Drawdown plan with Skandia and have taken 25% of the fund value as a Tax-Free lump sum whilst allowing ongoing investment with the remaining fund, from which I am drawing an income. I have now repaid my outstanding mortgage with the Tax-Free Cash. Had I remained in the Civil Service Pension Scheme I would not have had enough cash to do this.

Skandia has a superb range of funds worldwide which has enabled my funds to be enhanced and I look forward to this continuing in the future.

The move out of the Civil Service Pension Scheme has worked beyond all expectations, to which I have Jonathan Walker to thank. Keep up the good work!

Mr M Holness – Kingsbridge, Devon (Retired Nuclear Scientist/Engineer)

I have known Jonathan Walker for very many years and have a great admiration for the effort and diligence he applies to any work he undertakes.  As my Financial Adviser with the Pension Drawdown Company I believe him to be completely trustworthy and honest.  He has given me excellent advice and always takes the time and trouble to make sure I understand the implications of any investment he proposes to make on my behalf and the risks involved.  In short, I have received a highly personalised service from someone in whom I have great confidence.

Ralph Trewern – Paignton (Retired School Teacher)

Thank you for your letter of the 30th and the very encouraging valuations, it gives me hope for the future!

I have had excellent service from both Jonathan and Bob Diamond and the firm has proved reliable and helpful, a lucky strike when I had no idea what to do.

David Johnson – Buckingham (Consultant Surveyor, Valuer & Auctioneer)

Thank you for your recent letter and valuation of 27 November 2006. I would thank you for your continued involvement in monitoring movements in my funds (which are very important to me!) – it certainly makes a refreshing change to have someone with a pro-active approach, and someone who I feel I have an empathy with.

Dudley Roberts – Swansea (Chartered Accountant)

It is now some 19 months since I invested my pension funds with The Pension Drawdown Company and I can confirm that I am very pleased with the progress of these funds, which have risen well in advance of average fund values, (10% in the last quarter!).

Jonathan Walker has managed my funds efficiently and effectively and whilst I live in the North West of the country, the distance has been of no problem, contact, advice and communication has been regularly maintained. Indeed my experience with previous locally based financial advisers has been pathetically poor in comparison.

I can therefore confirm that my choice of pension investment (Drawdown) and financial adviser has proved to be a sound and sensible move and with Jonathan’s guidance I see the future now vastly improved from a post Equitable Life experience.

Fred Robinson RIBA – Silverdale (Consultant Architect)

I have known Jonathan Walker for upwards of twelve years and therefore have known him since he established on his own account The Pension Drawdown Company. He has, throughout that time, provided me with excellent advice in relation to planning my personal pension arrangements and wider choice of investments.

What has impressed me during that period is the pro-active nature of the advice provided and the success Jonathan has had in building a sizeable fund, which will be able to support a level of pension payment commensurate with the liabilities I anticipate I will need to meet. He has taken care to ensure that the funds have been soundly invested and acted quickly to minimise exposure and take advantage of buying opportunities in what is a volatile market and has been such in recent years.

I would be happy to recommend Jonathan and The Pension Drawdown Company to anyone who is in need of advice in the pension and investment area – he acts transparently and honestly and puts the interests of his clients before all else.

P Grafton-Green – London SW13 (Managing Partner of Solicitors)

During the six months both before and after my retirement I was actively looking at all of the alternatives from my pension requirements. Compared to National well-known firms I found the services from The Pension Drawdown Company and personal contact of both Jonathan Walker and Bob Diamond very reassuring.

The Pension Drawdown Company have respected my wishes for a cautious approach to my investments in the initial stages and now, coming up to the first anniversary, I am more than pleased with the performance of my portfolio.

It has been one of the best decisions in my life to entrust my 40 years of pension contributions to The Pension Drawdown Company. The regular quarterly updates and suggestions for improvement to my investments give me peace of mind.

Marcus Sheldon – Broughton-in-Furness, Cumbria (Retired IT Manager)

For thirteen years Jonathan Walker of The Pension Drawdown Company has managed our private pensions and investments most reliably and efficiently. He has provided us with a balanced portfolio which has successfully weathered the setbacks suffered by the Stock Market in recent years.

We have no hesitation in recommending The Pension Drawdown Company to investors.

Mr & Mrs J Hibbard – Kingsbridge, Devon  (Retired Teachers)

As a “founder client” of The Pension Drawdown Company and having known its senior director Jonathan Walker well before the company was formed I am able to speak with good knowledge and experience of the service provided to its clients. The key-phrase for the company is close personal attention. That comes in the form of regular updates of each individual pension fund that serves as a basis for discussion on progress whenever the client feels the need.

For those of us already drawing down on our pension fund this is crucial to the peace of mind that was striven for during the years the fund was building up. Jonathan’s attitude to the individual and the care taken to match advice with personal circumstances contributes in not small measure to one’s ability to sleep peacefully at night. I have good reason therefore to be satisfied and appreciative of the service I receive from The Pension Drawdown Company.

I M Collinson – Eastbourne, East Sussex (Retired Chartered Surveyor)

I have worked with Jonathan Walker for over seven years now both on my own account as well as on my parents’ and some of my clients’ and close friends’ accounts.

He has consistently shown perceptive foresight in his investment advice that in these uncertain times has kept our investments in good shape and seen them grow very satisfactorily.

You always feel that he is giving you the best advice for your circumstances rather than, in my past experiences, trying to aim you towards investments that are more immediately beneficial to the financial adviser.

I trust him implicitly and am more than happy to recommend him to others.

S Crocker – London NW3 (Managing Agent for Photographers and Film Directors)

In 2001 as employed and self-employed architects respectively, each with a broad range of pension and other investments, approaching pensionable age we were seeking advice regarding our personal pension holdings.

Not satisfied with the impersonal and lacklustre response from large firms, a personal contact suggested Jonathan Walker of The Pension Drawdown Company.

An initial meeting at our home was sufficient to convince us that a mutually satisfying working relationship could be established.

Signs of problems in the pension market were apparent and our fortuitous timing combined with Jon Walker’s creative and speedy response to the prevailing climate have ensured a currently healthy portfolio providing adequate funds for our needs.

We continue to be involved in consultancy work and ‘in house’ UK developments both water borne and land based.

Regular contact to and from Jon allows for close monitoring of our funds and adjustments as and when.

The working relationship established 3 years ago continues to flourish .

Mr & Mrs D Price – Faversham, Kent (Planning Consultant and Architect)

I had wasted several months talking to other financial advisers about the disposition of my Pension Fund before I discovered the Pension Drawdown Company through the Internet. For the first time I found somebody who understood exactly what I wanted, explained my options to me clearly, and then dealt efficiently with my requirements. I would recommend the company to anyone.

John Swarbrick – Carlisle, Cumbria (Retired Bank Manager)

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.

Mr J A Peterkin – Chipping Norton, Oxford  (Dentist)

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.

Mr P R Wheeler - Tenerife, Canary Islands (Retired Accountant and Managing Director)

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!

Martin Procter – Ipplepen, Devon (Established Artist, Property Developer and Entrepreneur)  

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.

R W Mears – Totnes, Devon (Builder)