Justin Rourke, Chartered Senior Financial Planning Manager

Justin Rourke

Chartered Senior Financial Planning Manager

About Justin

Justin graduated from Newcastle University in 2003 with a Hons Degree in Politics and moved to Cumbia where he spent nearly 10 years providing financial advice to local business owners and individuals through a national bank.

He joined Armstrong Watson in January 2013 to provide independent advice across the full spectrum of financial planning including retirement, investment and protection needs for individuals, businesses and trusts. Working at Armstrong Watson has allowed Justin to work alongside the wider group to offer both tax planning and financial planning advice under one roof.

Justin is a Chartered Financial Planner and is part of the Private Client Team in Penrith which provides joined up financial planning, wealth management and tax advice for high net worth individuals. If your aim is to grow your wealth, manage any existing money, generate income, plan more specifically around retirement or provide for future generations of your family, the Private Client Team can support you in understanding and achieving your goals by combing specialist tax and financial advice.

Additionally, Justin provides specialist advice to the Legal Sector . Recent years have seen an unprecedented level of change in the sector and a greater requirement for proactive and bespoke advice. As part of this specialist team, Justin is able to support and advise legal professionals with succession planning and provide specific advice on protecting the practice and the owners both now and in the future.

With a client rating of 4.9/5, Justin has been featured for the second year running in the '2021 Guide To The UK’s Top Rated Financial Advisers'.

Reviews and Ratings for Financial adviser Justin Rourke, Carlisle

What our clients say about Justin