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.

Rodders Hewitt
Pension Claim Consulting Ltd ...have for me done a great job ...within the expected time scale ...Couldn't have asked for more
Phil C
Thank you to all at PCC. My claim was managed brilliantly and was successful. I can highly recommended their services. Thank you once again
Christopher Fraser
After identifying a concern regarding my pension, I sought advice from Pension Claim Consulting. The response and customer service was swift and amazing. The courtesy and care taken throughout the whole process was phenomenal. The consultant’s communication from start to finish filled me with confidence that PCC do exactly what they state and were on hand whenever required. The level of understanding, empathy for the frustrations, and patience is by far the best I’ve witnessed. I cannot thank PCC enough for their outstanding work ethic and dedication to customers/clients. If you have any concerns at all regarding your pension, then I would highly recommend that you get in touch with them.
Andy Yates
Fantastic service, so impressed with Pension Claims Consulting. None stop updates throughout and everyone who works there was so helpful and supportive in every way. Thank you so much for getting my pension back.
Robert Manningham
Pension Claim Consulting Ltd successfully won a case on my behalf following misguided advice I received in relation to my pension. They were most proactive in the process and kept me fully informed every step of the way. I have no hesitation in recommending their services.
Deanamo 84
Very professional, very thorough and very good at what they do. Always at the end of the phone or email for any questions at anytime throughout the process. I can’t recommend them enough.
Roger King
Pension Claim Consulting managed to reclaim some of my pension by constantly chasing the company that fraudulently took my money. I though that I had lost everything. I cannot thank them enough on recovering some of my pension back.
Susan Stringer
Excellent standard of service. The claim was protracted substantially by virtue of opponents trying hard to not accept any responsibility for their actions and not return the pension fund. PCC kept me fully informed throughout the process, obtained an excellent result for me.They also kept chasing the opponent when little action was taking place from them. The staff were always pleasant and helpful to deal with and very encouraging when I felt my claim was doomed to failure. I can not praise highly enough
Paul Wilshaw
Very professional and informative from the beginning of our 5 year relationship. They talked me through every step of the process with what to expect. I would recommend Pension Claim Consulting to anyone who wants an honest and professional service.
Bill Cass
Great team and they will get the best outcome they can always kept informed the process took a longtime not because of anything pension claims consulting did purely the pension sip provider playing games i would 110% recommend this company to pursue your claim without doubt best thing i have done they didn't give up on my claim even though I had given up on any good outcome however finally resolved and paid thank you pension claim consulting
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.