Meet The Team | Pension Drawdown Company

Meet The Pension Drawdown Company Team.

Jonathan Walker - Managing Director of The Pension Drawdown Company

Jonathan Walker

Managing Director

Jonathan is the Managing Director and owner of the Pension Drawdown Company. He started this Company in 1996 and as of April 2015 The Pension Drawdown Company was awarded Chartered Status and advises on investment funds over £100 million in total.

The Pension Drawdown Company offers a personal service which is substantiated by letters received from clients. The Pension Drawdown Company has clients from all over the UK from Cumbria to London to East Sussex who come from all walks of life, including internationally renowned accountants, solicitors and other professionals.

Alex Rowe - Consultant at The Pension Drawdown Company

Alex Rowe

Consultant

Alex brings experience gained from more than 30 years of service in senior positions within Audit, Risk, Compliance and TCF Committees. Alex was NED of Jelf Group plc until December 2015. Jelf is an insurance broker and financial consultancy providing advice on matters relating to insurance, healthcare, employee benefits and financial planning.

Tony Hermsen - Finance Director at The Pension Drawdown Company

Tony Hermsen

Finance Director

Tony joined the company in July 2007. A Fellow of the Association of Chartered Certified Accountants, Tony qualified in 1977 and has worked in both public practice and commerce specialising in the requirements of SME companies.

Roger Easterbrook - Chartered Financial Planner of The Pension Drawdown Company

Roger Easterbrook

Chartered Financial Planner

Roger had accumulated fifteen years' experience in Executive Search, offering a specialised service to Investment Banks, Hedge Funds, and Asset Managers. He is a Chartered Member of the Institute of FINANCIAL SERVICES, CMIFS, & APFS of the Cii.

Suzanne Walker - Chartered Financial Planner at The Pension Drawdown Company

Suzanne Walker

Chartered Financial Planner

Suzanne is a Fellow of the Personal Finance Society, FPFS of the Cii and is working to achieve STEP Certificate in Financial Services.. Suzanne also has experience working as an adviser at the Citizens Advice Bureau and as a commodity trader and risk manager at Cargill, the world’s largest private company. A keen user of social media she likes to keep up to date with recent changes in pensions, divorce and long-term care planning.

Andrew Ross - Financial Adviser of The Pension Drawdown Company

Andrew Ross

Financial Adviser - Diplomaed

Working in Financial Services since 1988, Andrew started his career with NatWest Retail and during his 21 years with them, has worked in many areas of Banking. Andrew is a Diplomaed Financial Adviser.

Andrew Edwards - Client Services Manager at The Pension Drawdown Company

Andrew Edwards

Client Services Manager & Protection Specialist

Andrew joins the firm from Lloyds Bank Commercial and brings over 35 years of banking and financial services experience to the company. Andrew has worked closely with many business and personal clients in Torbay and South Devon and will be well known for the efficient and professional way he has looked after them.

Bob Diamond - Pension Specialist of The Pension Drawdown Company

Bob Diamond

Pension Specialist

Bob Diamond is a Pension Specialist who has been with the company since its incorporation in 1996. Bob has been a financial adviser since 1989.

Steve Morris

Steve Morris

Business Development Manager

Steve joins us having spent over 30 years in the banking sector and based in Devon for the last 20 years. Having gained a wealth of experience in a variety of roles working with SME’s Steve finished his banking career in the senior management role of Relationship Director and undertaking a 3-month training role in India for NatWest. A BA(Hons) graduate in Management Science and an Associate Member of the Institute of Banking (ACIB), Steve has been keen to maintain personal professional development and in recent years achieved an Advanced Diploma in Lending and Certificate in Business and Finance Management through the Chartered Institute of Banking. Hobbies include golf, dog walking and cider making.

Adam Williams - Office Manager at The Pension Drawdown Company

Adam Williams

Office Manager

Adam joined the company in 2009 bringing with him 10 years of administration experience in the finance sector.

Benjamin Smith - Business Analyst & Pension Specialist of The Pension Drawdown Company

Benjamin Smith

Business Analyst & Pension Specialist

Ben joined the firm in 2015 from Aviva and brings with him a wealth of operations and systems experience within the financial services industry. An experienced Business Analyst, Ben worked for a blue chip as a graduate before designing CRM systems freelance and ultimately specialising in Financial Services. He is also a Pension Specialist and has achieved Diploma status, he is currently working towards completing his Advanced Diploma in Financial Planning.

Dave Martin - Trainee Financial Advisor at The Pension Drawdown Company

Dave Martin

Financial Advisor

Dave achieved the Diploma qualification in January 2017 and is training to be a Chartered Financial Planner. He has worked in Financial Services since 2013 and is continuing to develop his technical knowledge through further study and by providing support for the other advisers. A keen sportsman and mathematician, he has a degree in Mathematics and has spent time working as an academic overseas.

Joe Rackham - IT & Administration at The Pension Drawdown Company

Joe Rackham

IT & Administration

Joe came to us from a seafood company where he managed IT systems for wholesalers around the UK, after having previously provided technical support for a top internet company. Joe is now providing his IT and Administration expertise while he develops his career within Financial Services.

Jo Ross - Administrator of The Pension Drawdown Company

Jo Ross

Administrator

Jo has worked part time for the Pension Drawdown Company since August 2002. She previously worked at Nortel Optical Devices Division.

Kathy Eagle - Research Associate at The Pension Drawdown Company

Kathy Eagle

Administrator

Kathy has worked for The Pension Drawdown Company since February 2012. She is an accomplished administrator and has several years of experience in similar roles.

Dani Li Favi - Administrator and Graphic Designer

Dani Li Favi

Graphic Designer

Dani has worked for the company since 2014, after having previously worked for a multinational company in Switzerland. She provides Graphic Design expertise behind-the-scenes in our website development.

PROFESSIONAL QUALIFICATIONS

Our experienced staff come from different academic backgrounds and between them hold a broad spread of professional qualifications. Many hours of study have been invested to achieve them. This demonstrates a high level of technical expertise behind the advice services provided.

They include:

  • Fellow of the Personal Finance Society
  • Fellow of the Association of Chartered Certified Accountants (FCCA)
  • Diploma in Financial Planning
  • Diploma in Lending
  • Diploma in Management
  • AF3 Advanced Pension Planning
  • J09 Para-planning
  • BA (Hons) Business Studies Degree specialising in quantitative & qualitative analytics
  • BA (Hons) German & Geography
  • BA (Hons) in Management Science
  • BSc (Hons) Mathematics
  • Certificate in Business & Finance Management (CIB)
  • Certificate in Discretionary Management
  • Certificate in Financial Services
  • Certificate in Long Term Care Planning
  • Certificate in Mortgage Advice & Equity Release
  • Certificate in Mortgage Advice and Practice
  • Certificate in Securities Advice and Dealing
  • Citizens Advice Bureau Certificate in Generalist Advice
  • Trustee Toolkit (Distinction in DB & DC)