Justin Rourke, Financial Planning Director – Head of Advice

Justin Rourke

Financial Planning Director – Head of Advice

About Justin

Justin is a Chartered Financial Planner and Head of Advice. He specialises 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.

His expertise is in providing pension and investment advice, especially the interaction between accumulating wealth for retirement and being able to pass wealth efficiently to future generations.

With independent client reviews through VouchedFor, Justin is featured in the 'Guide to The UK’s Top Rated Financial Advisers' as featured in The Times newspaper.

Reviews and Ratings for Financial adviser Justin Rourke, Carlisle

What our clients say about Justin