WHO WE ARE

Andrew Dallas

ACII, DipPFS

Client Relationship Manager

Andrew (Andy) was the founder of A W Dallas Financial Services Ltd which was acquired by Portfolio in June 2017. He has joined Portfolio on a part-time basis to ensure a smooth integration of the companies, and brings with him many years’ experience of advising personal and corporate clients.

He holds both an Advanced Diploma in Insurance as well as the G60 Pension Transfer qualification.

Outside of work Andy enjoys spending lots of time with his family in particular his four young grandchildren. He is also involved in his local Church in West Cross Swansea and is an avid Swansea City fan. His interests include: travel, gardening, reading and wine tasting.