Justin Rourke, Chartered Senior Financial Planning Manager

Justin Rourke

Chartered Senior Financial Planning Manager

About Justin

I have been providing regulated Financial Advice since 2006, I specialise in investment, pension and trust advice for high-net-worth individuals and business owners, predominantly in the Penrith and Eden area although not restricted to this geography. I specialise in providing pension and investment advice, especially the interaction between accumulating wealth for retirement and being able to pass wealth efficiently to future generations.

I also fulfil the role of Pension Transfer Specialist providing bespoke advice and oversight in this complex area of planning.

I sit on the Armstrong Watson ‘Investment Committee’ which provides oversight and due diligence on investments funds, wrappers, and products. As a firm our investment philosophy is for active management and multi asset solutions. Starting from a whole of market position quantitive filters are agreed and applied, before is qualitative layer is applied by a third party (PSIR), the role of the investment committee is to agree and review the filters and then the final centrally researched solutions that our advisers can apply to their clients circumstances.

In May 2022 I joined the board of Armstrong Watson Trustees Ltd, to aid with providing professional trustee services to those aiming to protect and preserve wealth for future generations.

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'.

 
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Reviews and Ratings for Financial adviser Justin Rourke, Carlisle

What our clients say about Justin