A Cumbrian accountants has announced a new promotion.
Justin Rourke has been promoted to the position of senior financial planning manager within Armstrong Watson’s financial planning and wealth management team.
Justin is based at the firm’s Penrith office and has over 16 years of financial planning and wealth management experience, joining Armstrong Watson in 2013 from a large national bank.
During his time with Armstrong Watson, Justin has provided independent advice across a range of financial planning services including retirement, investment and protection, for individuals, businesses and trusts.
He is also a pension transfer specialist and works with the tax team to offer combined wealth management and tax planning for high net worth individuals.
His new role will see him provide management and coaching responsibilities for the Penrith financial planning team, and continue to work with the legal sector team.
David Squire, partner and joint managing director of Armstrong Watson financial planning and wealth management, said: “This well deserved promotion is in recognition of Justin’s efforts and successes and, in particular, the proactive approach he takes to ensure we continue to provide our clients with the best independent support and advice.”
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