Justin Rourke, Financial Planning Director – Head of Advice

Justin Rourke

Financial Planning Director – Head of Advice

About Justin

Having completed his Degree at the University of Newcastle in 2003, Justin worked for a national bank in their financial services team for close to a decade. In 2013 Justin joined Armstrong Watson in Penrith, having been attracted to the opportunity to build long term relationships with a diverse range of clients. In 2019 Justin took up the role of Senior Financial Planning Manager and Pension Transfer Specialist before joining the board in December 2022 as Head of Advice and Financial Planning Director.

As a Chartered Financial Planner, Justin continues to advise Private Clients and Business Owners as well as leading on the Financial Planning advisory strategy, Chairing the Investment Committee and being a Director of the Armstrong Watson Professional Trustee Company.

Justin is passionate about providing face to face advice through building long term relationships and implementing financial planning to help his clients meet their objectives. Justin has a particular interest in helping private clients and business owners with retirement income planning and passing wealth through the generations. Justin also leads our Court of Protection investment proposition.

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