Penrith gains a new Financial Planning Consultant - Justin Rourke

Armstrong Watson is delighted to announce the appointment of Justin Rourke, Financial Planning Consultant at its Penrith office.

Justin has a wealth of experience delivering high quality financial advice to clients throughout Cumbria. He began his financial services career at Alliance & Leicester in 2005, later joining Nat West (RBS), in their Carlisle office as a Financial Planning Manager. In 2009 Justin was promoted to Senior Business Financial Planning Manager, which involved providing Financial Advice to business owners across Nat West’s agricultural and commercial sectors throughout Cumbria. In November 2011 he was awarded the Diploma in Financial Planning, and is now studying towards achieving chartered financial planner status.

 David Squire, Financial Planning Director commented:
‘At a time when the financial press is dominated by stories of advisory sales teams being reduced or cut out entirely, I am delighted that we are expanding and able to demonstrate our commitment to providing high quality independent advice across the North of England and South of Scotland. It is testament to the strength of our financial services business that we are able to attract advisors of the calibre of Justin and I am sure he has a very bright future at Armstrong Watson’

Justin comments:
‘I chose to join Armstrong Watson in Penrtih as I wanted to work for a highly respected and professional local firm. We are extremely well positioned to put clients needs first amidst the challenges that currently exist within financial services. Armstrong Watson’s values of honesty and trust match my own, and this post means we are uniquely positioned to not only provide independent financial advice but also to compliment it with specialist tax advice, local knowledge, understanding and experience.’

He goes on to add:
‘The most enjoyable part of my job is getting to know clients and building relationships for the long term. Travelling to see them in their own surroundings and often getting the opportunity to meet the people and see first hand the projects that mean the most to them. It gives me great confidence knowing that at Armstrong Watson I will have the scope to research the entire marketplace before suggesting solutions and will have more internal support than ever before. This will allow me to focus on getting to know my clients and helping them to protect and achieve their goals.’ Justin is married with two young sons and when not spending time with his family, he enjoys playing 6 a side football and the odd round of golf.

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