Why Choose PDB?
Doing right by our customers
Our aim is to do the right things and deliver the right outcomes for our clients. We have been doing this for many years with great success.
As pension and investment specialists we believe our real value is developing long term strategies that align themselves with your immediate needs and future plans. We work alongside clients to provide ongoing advice as your circumstances change, life events happen and advise as legislation and markets evolve. Our aim is always to deliver the most suitable outcome for you and your family.
Building longstanding relationships with our clients is paramount. It's very rare that our clients wouldn't hear from us at least every 3 months be it a review, a market update or recommendations linked to their individual pension or investment strategy.
A strong support team
At PDB we have a strong blend of experience and personalities that work well with new and existing clients. The strong support team enable our advisers, Paul, Dave and Tom to be doing the important thing which is spending time with their clients.
We pride ourselves on always being available and always ensuring the most suitable client outcome is our priority. Being an advisory practice enables us to consider all possible products, providers and solutions. We truly believe this fits with our "most suitable client outcome" objective.
Market leading technologies
We use market leading technology so clients always have total access to stay in control of their pensions and investments and take the view that clear communication and a collaborative approach will always deliver the most suitable possible outcome.
Corporate and Social Responsibility
Overlapping the advisers and support team is a strong understanding of our compliance and regulatory responsibilities ensuring we can continue to deliver the advice we want to receive for years to come.
The value of pensions and investments and the income they produce can fall as well as rise. You may get back less than you invested.
Come and speak to us today and let us make a difference.