Meet your Adviser
Andrew Rankin BA (Hons) DipPFS
Prior to moving into financial planning, I worked in the City of London for firms such as BGI (Now BlackRock), Legal & General and Russell Investments amongst others.
Latterly, I was a Portfolio Manager involved in the restructuring of portfolios on behalf of sovereign wealth and pension fund clients. The arrival of a new addition to the family created the desire for a better work/life balance and I decided to combine two passions of problem solving and financial markets into a career in financial planning.
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 adviser 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.
Outside of work, family is everything. On those occasions when I’m able, I enjoy a good round of golf.
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.
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
Broken everything down and made suggestions on how to distribute and invest money
Not much to improve. Very easy going bloke, knows what he’s doing. That’s what I’m paying for.
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.