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Having experienced lacklustre financial advice in the past, we were both initially reluctant to approach Justin for pension advice. We shouldn't have worried as Justin has been a breath of fresh air with his honesty and professionalism, guiding and advising us along the way from his wealth of knowledge and experience. We now feel that our finances are in safe hands and look forward to our annual review for an update on the financial world!
Mr & Mrs Newport - Cumbrian Property Services
Armstrong Watson have been my business accountants for 20 years, so when I needed retirement advice on my deferred pensions I had built up many years ago, Armstrong Watson Financial Planning Ltd were my first choice.
At the first meeting, Justin covered a wide range of topics. He came over as professional,calm, not pushy and explained technical issues in layman terms. This initial meeting with Justin gave me the confidence to continue working with him and not seek another independent financial advisor.
I have built up a good working relationship with both Justin and the investment manager which Justin recommended and I know that if I ever have any questions or requests I can contact them for assistance.
This all works so well that my partner is now looking at moving their investment portfolio to Armstrong Watson Financial Planning Ltd too.
N - Cumbria
I first encountered Justin when he provided training for my work colleagues about the introduction of pension auto enrolment and I was impressed by the quality of the information provided and Justin’s clear and knowledgeable response to concerns and questions raised. When I was looking for someone to provide me with pension advice leading up to my retirement Justin immediately came to mind. The advise and support that Justin has provided has been excellent, just the right level of detail to allow me to make informed and realistic decisions about my pension and future finances. Justin has certainly lived up to my expectations - brilliant!
Having explored the possibility of early retirement I approached Armstrong and Watson for professional advice and was introduced to Justin Rourke and his team. The detailed and independent advice I subsequently received was invaluable in providing me with the background information and understanding I required to make a measured and informed choice on the best options to secure my future pension arrangements. Throughout the whole process Justin’s availability, professionalism, experience and guidance provided me with reassuring support. I am confident that my funds are now being managed in a way that will meet my future requirements.
I look forward to working in partnership with Justin and his team for many years to come and based on my own experiences I would have no hesitation in recommending Armstrong and Watson to anyone seeking advice on their financial matters.
We have grown our veterinary business steadily over the past 17 years and in the last few, with the help of Justin, we have negotiated many of the major obstacles business and life can throw at you. He has helped us with our financial planning such as the setting up of our self invested pension plan, rearranging our borrowing and long term tax planning. He has also introduced us to some key people when other issues have come up. I really feel that our companies financial health is in good hands and that we are now properly pro-active rather than reactive. We know that we have a safe pair of hands and the end of the phone should we have any financial issues.
Dan & Charlie Fawcett
In 2016 we engaged the services of Armstrong Watson’s specialist Legal Sector as we sought to change our business structure to reflect our modern approach to Law at our dynamic and growing law firm. Andy Poole and the team were able to guide us through the various structure options to find the structure which met our business needs. The checklist approach used allowed us to delegate tasks to the appropriate people and track what needed to be done and when.
As part of this process we were introduced to one of Armstrong Watson’s Financial Planning team who advised us on ensuring the business and its key stakeholders are adequately protected in the event of death or critical illness and continues to guide us through our pension planning including the use of commercial property. I actually enjoy talking with him and the rest of the Armstrong team!
We were delighted by the forward thinking joined up approach and look forward to our working relationship with the Armstrong Watson team continuing to develop.
Ben Pepperell CEO, Pepperells Solicitors
After my wife and I retired it made good sense to seek professional advice concerning our finances. Justin was the perfect choice! he is a very efficient and knowledgable person who listened to us and took our requirements on board. We couldn't have wished for a better advisor.
Having experienced lacklustre financial advice in the past , we were both initially reluctant to approach Justin for pension advice. We should not have worried as Justin has been a ‘breath of fresh air’ with his honesty and professionalism, guiding and advising us along the way from his wealth of knowledge and experience. We now feel that our finances are in safe hands and look forward to our Annual review for an update on the financial world.
Mr & Mrs Newport, Cumbrian Property Services
We have been clients of Armstrong Watson for many years and have been extremely satisfied with the services they provide. In particular James Fry and Steve Roberts who have proved to be not only experienced, forward thinking proffessionals but also very approachable and supportive. More recently Lisa Pocklington and Helen Tansley have helped us set up Automatic Enrolment for our staff and guided us through the intricacies and pitfalls of the system; which was much appreciated.
Whatever your field of business we would highly recommend Armstrong Watson.
Gemma and Ron Eades
We used Armstrong Watson for the first time this year to conduct our SRA Audit. I was impressed; not only with their thoroughness and professionalism, but also with the efficiency of the whole process. The audit is an essential element of our compliance processes, but it also has the potential to be a major distraction for the business. The Armstrong Watson team gave us very clear guidance from the outset and used technology well to deliver a highly effective audit with no unnecessary work for us. We will be returning to them next year.
Nick Benson, Managing Director, Ortolan Legal Limited
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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