A W Dallas Financial Services

A W Dallas Financial Services was an advice firm based in Swansea. It also traded as Portfolio Pension Consultancy.

It is currently in liquidation and was declared in default by the FSCS in November 2019.

British Steel Pension Scheme complaints

A W Dallas Financial Services is one of several advice firms associated with claims from members of the British Steel Pension Scheme (BSPS).

During 2017, many BSPS members were advised to transfer out of their defined benefit pension into a Personal Pension Plan or a Self-Invested Personal Pension (SIPP).

In doing so, they would have lost the benefits already built up in the British Steel Pension Scheme, and it’s unrealistic they would achieve the same level of benefits from the new plan.

Many of the 8000 members who received unsuitable pension transfer advice are now claiming compensation.


Complaints against A W Dallas Financial Services

A letter sent to creditors in August said the directors of A.W. Dallas Financial Services had decided to commence liquidation proceedings due to the firm’s financial position and potential liabilities from client complaints.

These complaints, regarding advice provided to clients between August 2017 and February 2018, were reported to have made up “nearly a quarter of the client book”.

Can I make a claim against A W Dallas Financial Services?

If A W Dallas Financial Services Ltd / Portfolio Pension Consultancy advised you on your pension and that advice is proven to be unsuitable, then you may be able to make a claim against them at the FSCS.

Unsuitable pension advice can mean you were given poor or negligent advice to move your pension. It could also be that the risks involved with investments were downplayed, or your attitude to risk was not accurately reflected in the choice of investment.



Want to know if you have a mis-sold advice claim?

If you’d like to know more, our free initial assessment may be able to help you.

While each case is individual, as mis-selling specialists, we know to look for certain signs that in our experience indicate mis-sold pension advice may have been given.

Our assessment is free, and there’s absolutely no obligation to use our service if you have case.

See what our clients have to say about our service on Trustpilot.

Key Facts

A W Dallas Financial Services Ltd is one of several advice firms associated with claims from members of the British Steel Pension Scheme (BSPS)
They are currently in liquidation and was declared in default by the FSCS in November 2019

We win more than 9 out of 10 claims

The cost of our service is 15% + VAT on the total monies awarded for a successful claim. Our cost is also priced capped at one of the lowest rates.

Robert Pemberton
Antony Stroud
Excellent company, would definitely use again, they never gave up
Junior Geener
always kept you informed has to what was going on .I'd recommend pension claim to anybody
Ian Gaynor
A thoroughly positive result and experience. In all honesty I didn't have much hope of any success following a truly dodgy pension investment. I spent years angry at myself then decided to let these guys have a go on my behalf. It took hardy any effort on my part and they kept me fully informed, then out of the blue I got a call saying they have won all my pension back plus more and within days it hit my account. Thrilled with their effort and professionalism. I dealt with a few different staff and all were informative, polite and helpful. I great end to a terrible situation. 100% genuine review and I cannot recommend them enough. Thank you.
Grace Anderson
Pension Claim Consulting were a Godsend. I was told about them by a friend who had also invested in a pension. They kept me informed on the progress of my claim with regular updates and answered my queries with patience and professionalism. There percentage for on behalf was also lower than expected. I can't thank them enough
adrian buck
Keith Wilkins
Very thorough and achieved the goal regarding compensation in full. Took a while but was worth the wait
Mark Holmes
Excellent service. Great result.
michael dixon
I was approached by Pension Claim Consulting after the company that was handle ing my SIPP had been investigated by the Financial Ombudsmen and informed me i had a case, with this information given to me i agreed to let them represent me in trying to reclaim my investment. All through the process i was informed of every step and on a regular basis even though it took many months the outcome was successful and i was reimbursed fully. This is a fantastic company to work with and dedicated staff who know their business. Many Thanks. Mike Dixon.
Roderick Turnbull
Important Information!

You are not required to use our services to pursue your claim. You can also seek further advice or shop around subject to any time limits within which a claim must be made.

It is possible for you to present the claim for free, either to the firm or person against whom you wish to complain or to the statutory ombudsman (Financial Ombudsman Service or Pension Ombudsman Service) or the Financial Services Compensation Scheme, whichever is applicable to your claim.