The Pension Drawdown Company

Independent Financial Adviser  Rockwood House, Torquay, Devon, TQ1 2DU
First meeting at adviser's own cost
Financial Planning and Investment Management to help you towards securing yours and your family's financial future and making those retirement plans and goals a reality.
We can advise you on
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Annuity purchase
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Auto enrolment
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Defined benefit
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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ISA / Unit Trusts / OEICs
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Investing for income
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Socially responsible investments
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Payment protection insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Long term care
Response rating
9.0/10
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FCA authorised
Last authorised 13th September 2021
Meet our advisers
Mr Steve Stobie Dip PFS
Financial Adviser

This examination assesses a knowledge and understanding of the Government’s simplified pension taxation regime which came into full effect on 6 April 2006 (A-Day). Eight tax regimes for pensions were reduced to one, radically affecting planning and transactions.

This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This examination assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.

At the end of this unit, candidates should be able to demonstrate an understanding of the: process of decumulating pension funds and the main issues for clients and advisers; main choices facing members of pensions schemes during decumulation; features, risks and tax treatment of the secured pension option; features, risks and tax treatment of the unsecured pension option; features, risks and tax treatment of phased retirement; features, risks and tax treatment of the alternatively secured pension option.

This qualification assesses a knowledge and understanding of the UK Financial services, regulation and ethics, investment principles and risk, personal taxation, pensions and retirement planning, financial protection and financial planning practice.

This qualification assesses a knowledge and understanding of recent pension reforms and how the changes impact at-retirement advice.

This exam accesses understanding of the financial services and their regulation.

This exam accesses understanding of protection, savings and investment products.

This exam accesses understanding of identifying and satisfying client needs.

Mr Jonathan Walker
Managing Director

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

Mr Andrew Edwards
Client Services Manager

This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

Mr Roger Easterbrook
Chartered Financial Planner

To achieve the Associateship grade, individuals would be required to have 6 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This qualification assesses a knowledge and understanding of portfolio investment management. If passed before September 2010 QCF 3 after then QCF 4

Accreditations
Chartered financial planner - individual adviser accreditation
Ms Suzanne Walker
Fellowed Financial Adviser

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This examination assesses the candidate to develop in depth financial planning skills related to investments and the management of investment portfolios.

At the end of this unit candidates should be able to analyse and apply financial information and portfolio management skills

Accreditations
Care advice standard Later Life Accredited Adviser Chartered financial planner - individual adviser accreditation
Mr Toby Clements Dip PFS
Financial Adviser

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

What our clients say
It's a friendly, professional team that works with you to support your goals and ambitions. What stands them apart is their accessibility. What I mean about that is you can tailor the service to suit your needs. In times of great turmoil it is important to never underestimate the ability to pick the phone up and talk things through. You can't do that with many managed funds and it's that contact and ability to talk and discuss different paths that makes the difference. Never underestimate the ability to talk and bounce ideas off especially when large sums are involved. I am confident that I will achieve my goals even with what is happening with the current COVID-19 situation as the team actively manage your funds daily and take pro active and corrective action to ensure your portfolio is not only on track but safe. There is no better recommendation than that in my opinion.
Mark, Ramsgate
I've been a client of PDC for almost 3 years. During that time we’ve experienced Brexit and more recently Covid-19, with its unprecedented global health and financial challenges. Whilst I have seen the value of my investments fall during the height of the Coronavirus pandemic, the falls were significantly less than global markets. My fund is now back in a positive position proving that my portfolio is well managed and resilient. This is down to the skill and considerable experience of Jonathan, and his team, ensuring during these difficult and complicated times I can sleep well at night in the knowledge my pension is in very good hands.
Adrian, South Devon
Steve was very informative and professional in guiding us through what would otherwise have been a daunting and complex process. Furthermore, Steve was always happy to discuss and advise with regards to any concerns and or questions we raised, in a friendly and open manner. In conclusion, Steve has created a sound platform with which we feel will greatly benefit the long term financial planning for our future.
David, Torquay
About us

The Pension Drawdown Company was established in 1999. We are the original Pension Drawdown specialists. We are independent and whole of market, UK Chartered Financial Planners specialising in Pension Drawdown; providing pension, retirement & estate planning, and investment advice.

We offer a personal and bespoke investment service that we believe is unique amongst IFA's; borne out by the testimonials and personal recommendations that we receive from our clients.

Our head office is Rockwood House in Torquay, and we have advisers and clients based around the country; providing our full advisory service to clients on a national basis. We are happy to meet clients face to face, or remotely; either by phone, video meeting, or via email; however you feel most comfortable.

We currently have in excess of £340 million of client funds under management, which is growing all the time through our investment management expertise, investment from new clients, and additional investment from our existing clients who are very happy with the service they have received.

Please have a look at our website for additional information & to see just some of the testimonials we have received.

Our services

We specialise in advising our clients around their pensions, savings and investments, linked to retirement and estate planning. We are experts in the field of Defined Benefit pension transfer.

We are able to help our clients understand what they have in terms of their pensions, savings and investments; ascertain what it is our clients want to achieve in terms of their retirement plans; and then put a financial plan together with our clients, to help them towards achieving their goals.

We also specialise in investment management; actively managing our clients pensions, savings and investments; giving our clients greater potential to achieve their goals.

Where to find us
Head office address: Rockwood House, Princes Point, Parkhill Road, Torquay, TQ1 2DU
Service coverage
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£51,000
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
9.0/10
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FCA authorised
Last authorised 13th September 2021

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