"I founded the company in Torquay with my wife, Sam in 1999. Since then, the company has obtained a national profile due to frequent and high quality referrals of new customers by existing clients. In addition, the company’s priority of maintaining a strong internet presence in line with the growth of the ecommerce industry has proved beneficial to business. Over the years, the business has expanded and now consists of a team of highly qualified and experienced chartered financial planners and administrators serving a growing and valued client base.
Originally, the office was set up in a garage at our house, followed by a converted stable annex. In 2014, following continual expansion, the business relocated to our current premises at the splendid Rockwood House in Parkhill Road, Torquay. A key strength we take pride in, is that we are still small enough to provide a bespoke service but large enough to have developed strategic alliances with some of the key providers in the industry. These include Fidelity, Old Mutual, Royal London and Aegon.
I am pleased to be able to say that my ambition to create a dynamic, exciting and sociable ‘business hub’ in Rockwood House has become a reality over the last few years. Sharing our premises are some fantastic companies offering equally diverse and quality services such as a web designer, a general insurance broker, a marketing company and IT support service. We are delighted to be working alongside these specialist firms.
In summary, the future is bright, Sam and I hope that you will be happy to entrust us with your financial affairs and we look forward to developing a long-term relationship with you."
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The Company was founded in Torquay,
The original office was in the garage at Jonathan and Sam Walker's house
The Pension Drawdown Company becomes Pension Transfer Specialists
The Pension Drawdown Company is pleased to provide advice on Final Salary Transfers. Bob Diamond, the firm's longest standing member of staff achieves the coveted Pension Transfer accreditation (Then known as G60, Today known as AF3/ AF7/ The Certificate in Pension Transfer Advice).
The Pension Drawdown Company is delighted as another Adviser achieves the Pension Transfer Specialist accreditation
Roger Easterbrook APFS passes his AF3 exam and becomes The Pension Drawdown Company's 2nd Pension Transfer Specialist. The team celebrates in Roger's success and further strengthens its Final Salary Transfer expertise
2013 The Pension Drawdown Company achieves Chartered Status
The Team Celebrates as Roger Easterbrook APFS achieves success in his final exam and is awarded Chartered Status.
The Pension Drawdown Company also achieves the coveted Chartered Firm accreditation which is widely regarded as the pinnacle of the profession and recognised by the public as a mark they can trust.
In becoming Chartered Financial Planners The Pension Drawdown Company strengthens its reputation with a kitemark for quality.
The Pension Drawdown Company
celebrates Pension Drawdown
becoming a main stream
The Pension Drawdown Company celebrates as the industry recognises Pension Drawdown (also known as Income Drawdown and/or Flexi-Access Drawdown) as a main stream retirement option after years having already championing it.
Rockwood became a local business
hub with supporting businesses
The Pension Drawdown Company’s head office becomes a centre of local business excellence, companies at Rockwood included Chartered Accountants as well as Insurance and Marketing specialists.
The Pension Drawdown Company grows and takes on new staff
For she's a jolly good "Fellow"
The Pension Drawdown Company congratulate Suzanne Walker as she becomes a Fellow of the Chartered Insurance Institute. Suzanne Walker FPFS achieves further exam success and the team congratulate her in recognition of her commitment to taking being chartered one step further. Acquiring FPFS accreditation is a further demonstration of her knowledge, experience and professionalism.
The Pension Drawdown Company nurtures new Advisers through qualifications and professional development
The team give back and support budding talent, sharing their wealth of experience with the next generation of advisers to further enhance the team. Ben Smith BA (Hons) DipPFS Cert (CII) and Dave Martin BSC (Hons) DipPFS Cert (CII) achieve CAS status and are officially signed off as authorised advisers.