Get free updates - subscribe to our monthly newsletter Subscribe
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’
‘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.
If you like this article and would like our FREE updates sent straight to your inbox then subscribe to our monthly newsletterSubscribe
All content © 2015 Armstrong Watson. All Rights Reserved. Website by Simon Pighills.
Armstrong Watson LLP is a limited liability partnership registered in England and Wales, number OC415608. The registered office is 15 Victoria Place, Carlisle, CA1 1EW where a list of members is kept. Armstrong Watson Accountants, Business & Financial Advisers is a trading style of Armstrong Watson LLP. Armstrong Watson LLP is regulated by the Institute of Chartered Accountants in England and Wales for a range of investment business activities.
Armstrong Watson Audit Limited is registered to carry on audit work in the UK and Ireland by the Institute of Chartered Accountants in England and Wales. Registered as a limited company in England and Wales No. 8800970. Registered office: 15 Victoria Place, Carlisle, CA1 1EW
Armstrong Watson Financial Planning Limited is authorised and regulated by the Financial Conduct Authority. Firm reference number 542122. Registered as a limited company in England and Wales No. 7208672. Armstrong Watson Financial Planning & Wealth Management is a trading name of Armstrong Watson Financial Planning Limited. Registered Office: 15 Victoria Place, Carlisle, CA1 1EW