Independent financial planning, tailored to you.

Helping individuals, families and businesses achieve their financial goals.

Meet your Adviser

Andrew Rankin BA (Hons) DipPFS

I’m an Independent Financial Adviser, Based in Worcester. I was schooled here and live here with my wife and children. I love to meet my clients locally, offering transparent, professional guidance as an advisor at Westminster Wealth Management, a CII Chartered Firm established in 2000 and recognised for excellence and integrity in financial planning.

My focus is on pension consolidation, tax-efficient investing, and long-term wealth planning, ensuring your money is working as hard as you do. Whether you’re preparing for retirement, managing your investments, or securing your family’s financial future, I provide clear, unbiased advice tailored to your goals

See my qualifications

Diploma in Regulated Financial Services:

R01 – Financial Services, Regulation & Ethics
R02 – Investment Principles & Risk
R03 – Personal Taxation
R04 – Pensions & Retirement Planning
R05 – Financial Protection
R06 – Financial Planning Practice

CAIA (Chartered Alternative Investment Association):

Chartered Alternative Investment Analyst, Alternative Investments

BA (Hons) Durham University:

Business Economics

You can view my Financial Conduct Authority (FCA) registration here.

Here for you at all stages of financial planning

My ideal clients are people looking to:

Use a professional they trust with their Retirement & Savings.

That’s why we build lasting relationships based on trust and transparency. You won’t be passed from one adviser to another.

Maximise tax benefits available to their businesses.

Identify and implement strategies to maximise available tax reliefs and allowances.

To protect their clients best interests.

Supporting legal & accountancy professionals navigating the complexities of the Court of Protection, Divorce and more.

See my full range of services by clicking here.

Meet my clients

I’m proud of how I’ve helped my clients achieve their financial goals. Here it direct from them.

Your journey

This is the first meeting, focused on getting to know each other. It’s about understanding your initial needs and expectations, and explaining how I can help.

This stage involves gathering comprehensive information about your financial situation, including your assets, liabilities, income, expenses, and future goals. This is where your current “blueprint” is created.

Based on the gathered information, we’ll conduct in-depth research and analysis to develop a tailored financial plan. This includes identifying suitable investment options and strategies to achieve your objectives.

During this meeting, I’ll presents the proposed financial plan, explaining the recommended strategies and solutions in clear, understandable terms. This is where you’ll sees the results of the research and analysis.

This stage involves implementing the agreed-upon financial plan. I’ll work with relevant providers to set up accounts, transfer funds, and execute the recommended changes.

I’ll monitor the performance of your investments, provide regular updates, and conducts periodic reviews to ensure your plan remains aligned with your evolving needs and goals.

VouchedFor is the UK’s leading customer review site for financial planners, mortgage advisers, solicitors and accountants.

Click on the VouchedFor badge and read what our clients say about our service.

He helped me to start an investment fund suited to my long term goals and acceptance of risk Also helped recommend income & illness protection

 5/5

by a verified client in Kent

Broken everything down and made suggestions on how to distribute and invest money

 5/5

by a verified client in London

Not much to improve. Very easy going bloke, knows what he’s doing. That’s what I’m paying for.

 5/5

by a verified client in London

Download a free guide & see how I can help you

Mastering Financial Fitness in Your 50's

Investing wisely involves more than chasing potential returns – it also involves strategically using tax allowances to maximise the value of your savings and investments.

End-of-Tax-Tear Planning 2025

Our money is hard-earned and precious, so it is understandable that parting with it in the form of taxes isn’t something anyone looks forward to. However, understanding how to plan your finances effectively could significantly affect your financial future.

The Principles of Building Wealth

Investing is a formidable tool for pursuing financial goals and building wealth. Whether you aim to grow your wealth, generate income or achieve a balance of both, creating the right investment strategy is paramount to success.

Planning & Preparing for Retirement

As we navigate life, reaching our 50s and 60s often brings retirement into sharper focus. This phase heralds a well-earned respite from years of dedication and hard work.

Book a meeting

The first step to financial planning is always the biggest leap.

If you’d like to find out more book in a free, no obligatory call to discuss how I can help.