Andrew Rankin

Advising clients since: 2022

Qualifications: BA (Hons), DipPFS, CAIA

Areas of expertise: Investment and retirement planning


Prior to moving into financial planning, Andrew worked in the City for firms such as BGI (Now BlackRock), Legal & General and Russell Investments amongst others. Latterly, he 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 he decided to combine two passions of problem solving and financial markets into a career in financial planning.

Andrew loves to meet new clients and work together to achieve their retirement and lifestyle goals through effective financial planning. Working at WWM provides a huge depth of resources as well as a technology platform that allows him to leverage the very best ideas into client portfolios.

Outside advising, Andrew likes to be found on the golf course or following the adventures of Peppa Pig and Tractor Ted with his two young daughters.

 
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