Justin Rourke
Armstrong Watson Financial Planning & Wealth Management
Minimum savings/pensions: Over £500,000
0330 038 8939
Based in Penrith
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: May, 2019
4.9 out of 5
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FCA Regulated
Justin and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 01 April 2025
Justin and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
21
Recent Client Reviews
Justin has received 21 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Justin has received 21 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 10 January 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
6
Qualifications Uploaded
Justin has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
6 qualification certificates available to view
Justin has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Justin has not yet added their fees to their profile
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Justin has not yet added their fees to their profile
Checks carried out by VouchedFor
FCA Regulated
Justin and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 01 April 2025
Justin and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
21
Recent Client Reviews
Justin has received 21 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Justin has received 21 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 10 January 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
6
Qualifications Uploaded
Justin has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
6 qualification certificates available to view
Justin has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Justin has not yet added their fees to their profile
Fees not yet added
Justin has not yet added their fees to their profile
Having completed my Degree at the University of Newcastle in 2003, I worked for a national bank in their financial services team for close to a decade. In 2013 I joined Armstrong Watson in Penrith, having been attracted to the opportunity to build long term relationships with a diverse range of clients. In 2019 I 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, I 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. I am passionate about providing face to face advice through building long term relationships and implementing financial planning to help his clients meet their objectives. I have a particular interest in helping private clients and business owners with retirement income planning and passing wealth through the generations.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
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