Why use Drawdown-Adviser?

We appreciate that our clients have a choice as to where they transact their business and we believe that our service has grown over the years due to us keeping true to our core principals and providing the very best service to our clients who we aim to retain as clients and friends for the rest of their lives.

All of our advisors have extensive financial services experience and in the case of our directors each has over 20 years specialist Investment or Pensions knowledge.

Once you have met and are happy with your contact at Drawdown-Advisor you will remain working with that advisor throughout your relationship with our company. We believe that the best advice is given to those clients who we have got to know over a long period of time.

Our principals are straight forward and simple:

We arrange transactions for our clients in a manner which we would transact business for ourselves.

We keep to our word with regard to timeframes and promises in both administration and advisory issues.

We are open and up front about the charges and fees for our services and products and ensure that these are fair and competitive. In the case of our drawdown products we ensure you are aware of all possible costs and equate the maximum charge to a simple annual management charge so you can easily calculate the cost and the level of investment return that you require in order to make your investment work for you.

We constantly monitor your funds that you entrust to our management. You will also enjoy the services of our in house investment manager at no additional cost to safeguard your investment and who can make regular review decisions to ensure you obtain the best returns with regard to your attitude to risk.

We will review all the investments we hold with you on a six monthly basis and an annual face to face review will be provided from within the commission/fee basis that we agree from the outset.