Andrew Waldron — Financial Adviser in London
About Andrew Waldron
Andrew Waldron is a Financial Adviser with Westminster Wealth Management and a Chartered Fellow of the Chartered Institute for Securities & Investment with over 20 years’ experience in financial services, having held a number of senior roles across investment research, client propositions, strategy and financial advice. Andrew takes a highly personal approach to financial planning, with a particular focus on making plans as tax-efficient as possible. His aim is simple: to help clients retain more of their wealth, maximise the value of their investments and ultimately have more available for their own future or to pass on to the next generation. His broad experience gives Andrew a valuable perspective when advising clients. He understands the range of options available, the costs involved and, importantly, where those options genuinely add value. He enjoys getting into the detail when required, while also being equally comfortable stepping back to provide a clear view of the bigger picture. For Andrew, the most important part of the advice process is the plan itself. He believes a well-structured plan can turn complex financial decisions into something clear, practical and reassuring. Integrity and trust are central to his approach, with clients often highlighting the confidence they have in his advice. Outside work, Andrew lives in Surrey with his young family and enjoys keeping fit and spending time outdoors. One of his more unusual experiences is having met more than 100 lottery winners.
Services
- Retirement planning
- IHT planning
- Sharia-compliant advice
- Mortgages
- Insurance
Specialisations
- Tax Planning
- Retirement Planning
- Investment Management
- Inheritance Tax Planning
- Trust Planning
- Business & Exit Planning
- Holistic Financial Planning
- Responsible Investment
- Sharia-Compliant Investment
- Insurance
- Protection Planning
- Estate Planning
- Pension Planning
Qualifications
Fellow of the Chartered Institute for Securities & Investment (FCSI) Private Client Investment Advice and Management (PCIAM, CISI) Investment Advice Diploma (Financial Planning & Advice, CISI)
Regulation
Andrew Waldron is FCA-verified (firm: Westminster Wealth Management).
Frequently Asked Questions
Is Andrew Waldron an FCA-regulated financial advisor?
Yes. Andrew Waldron is FCA-regulated and verified by Trusted Advisor. We re-check every advisor's FCA status regularly to make sure their authorisation to give regulated advice is current.
What services does Andrew Waldron offer?
Andrew Waldron offers Retirement planning, IHT planning, Sharia-compliant advice, Mortgages. You can see the full list of services on this profile, or book a free initial call to discuss your situation in more detail.
How much does it cost to use Andrew Waldron?
Fees vary depending on the service, the complexity of your situation and the assets involved. Andrew Waldron will explain all fees clearly before you commit to anything, and the initial consultation booked through Trusted Advisor is free.
What is the difference between an independent and a network financial advisor?
Andrew Waldron is an independent financial advisor, which means they can recommend products from across the whole of the UK market without being tied to any single provider. This generally allows for more impartial advice.
How do I book a consultation with Andrew Waldron?
Click "Book a Consultation" on this page to choose a time that suits you. The first call is free and there's no obligation. If you'd prefer, you can also message Andrew Waldron directly through the contact form.
Does Andrew Waldron work with clients outside London?
Many of the advisors on Trusted Advisor work with UK clients remotely as well as in person. Andrew Waldron is based in London but you can confirm preferred meeting locations and video options when you book your initial call.