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Justin Rourke Email & Phone Number
Senior Financial Planning Manager
at
Armstrong Watson
1 work email found
@armstrongwatson.co.uk
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✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Senior Financial Planning Manager
Location
Penrith, England, United Kingdom
Who is Justin Rourke? Overview
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Quick answer
Justin Rourke is listed as Senior Financial Planning Manager at Armstrong Watson, based in Penrith, England, United Kingdom. AeroLeads shows a work email signal at armstrongwatson.co.uk and a matched LinkedIn profile for Justin Rourke.
Justin Rourke previously worked as Financial Planning Director - Head of Advice at Armstrong Watson and Financial Planning Consultant at Armstrong Watson. Justin Rourke holds Chartered Financial Planner. Advanced Diploma In Financial Planning from Chartered Insurance Institute (Cii).
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{first}.{last}@armstrongwatson.co.uk
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Profile bio
About Justin Rourke
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 continue 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 my 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. I also lead our Court of Protection investment proposition.
Listed skills include Financial Planning, Wealth, Strategic Financial Planning, Wealth Management, and 23 others.
Current workplace
Justin Rourke's current company
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Armstrong Watson
Website
AeroLeads page
7 roles
Justin Rourke work experience
A career timeline built from the work history available for this profile.
Financial Planning Director - Head Of Advice
I continue 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.
Senior Financial Planning Manager
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.
Financial Planning Consultant
I 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 me to work alongside the wider group to offer both tax planning and financial planning advice under one roof.
Senior Business Financial Planning Manager
Responsible for the identification and provision of solutions for financial planning needs of corporate and non-corporate business clients (turnover up to £3M) plus owners/Directors/partners and their staff in the NatWest Business & Commercial Client Channels across Cumbria.
Jan 2010 - Jan 2013
Financial Planning Manager
Responsible for the identification and provision of solutions for financial planning needs of personal clients in the extensive NatWest branch network accross Cumbria.
Sep 2006 - Dec 2009
Client Advisor
Apr 2005 - Sep 2006
Team & coworkers
Colleagues at Armstrong Watson
Other employees you can reach at armstrongwatson.co.uk. View company contacts →
AT
Aidan Taylor
Colleague at Armstrong WatsonCarlisle, England, United Kingdom
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LB
Lisa Banks
Colleague at Armstrong WatsonUnited Kingdom
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SB
Sharon Blades
Colleague at Armstrong WatsonUnited Kingdom
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TA
Tom Axtell
Colleague at Armstrong WatsonLondon, England, United Kingdom
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CW
Chelsea Whittock Ba(Hons) Dippfs
Colleague at Armstrong WatsonCarlisle, England, United Kingdom
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RB
Robyn Bowker
Colleague at Armstrong WatsonCarlisle, England, United Kingdom
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CD
Caroline Dean
Colleague at Armstrong WatsonCarlisle, England, United Kingdom
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ML
Madeline Lubomski
Colleague at Armstrong WatsonSkipton, England, United Kingdom
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SJ
Sally Jones
Colleague at Armstrong WatsonLeeds, England, United Kingdom
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MM
Michael Morris
Colleague at Armstrong WatsonUnited Kingdom
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Aidan Taylor
Colleague at Armstrong WatsonCarlisle, England, United Kingdom
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LB
Lisa Banks
Colleague at Armstrong WatsonUnited Kingdom
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SB
Sharon Blades
Colleague at Armstrong WatsonUnited Kingdom
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TA
Tom Axtell
Colleague at Armstrong WatsonLondon, England, United Kingdom
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CW
Chelsea Whittock Ba(Hons) Dippfs
Colleague at Armstrong WatsonCarlisle, England, United Kingdom
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RB
Robyn Bowker
Colleague at Armstrong WatsonCarlisle, England, United Kingdom
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CD
Caroline Dean
Colleague at Armstrong WatsonCarlisle, England, United Kingdom
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ML
Madeline Lubomski
Colleague at Armstrong WatsonSkipton, England, United Kingdom
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SJ
Sally Jones
Colleague at Armstrong WatsonLeeds, England, United Kingdom
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MM
Michael Morris
Colleague at Armstrong WatsonUnited Kingdom
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4 education records
Justin Rourke education
Chartered Financial Planner. Advanced Diploma In Financial Planning
Chartered Insurance Institute (Cii)
Bachelor Of Arts (B.A.), Politics And International Relations
Newcastle University
Education record
Loretto School
Education record
Mowden Hall
FAQ
Frequently asked questions about Justin Rourke
Quick answers generated from the profile data available on this page.
What company does Justin Rourke work for?
Justin Rourke works for Armstrong Watson.
What is Justin Rourke's role at Armstrong Watson?
Justin Rourke is listed as Senior Financial Planning Manager at Armstrong Watson.
What is Justin Rourke's email address?
AeroLeads has found 1 work email signal at @armstrongwatson.co.uk for Justin Rourke at Armstrong Watson.
Where is Justin Rourke based?
Justin Rourke is based in Penrith, England, United Kingdom while working with Armstrong Watson.
What companies has Justin Rourke worked for?
Justin Rourke has worked for Armstrong Watson, Royal Bank Of Scotland (Nat West), and Alliance & Leicester.
Who are Justin Rourke's colleagues at Armstrong Watson?
Justin Rourke's colleagues at Armstrong Watson include Aidan Taylor, Lisa Banks, Sharon Blades, Tom Axtell, and Chelsea Whittock Ba(Hons) Dippfs.
How can I contact Justin Rourke?
You can use AeroLeads to view verified contact signals for Justin Rourke at Armstrong Watson, including work email, phone, and LinkedIn data when available.
What schools did Justin Rourke attend?
Justin Rourke holds Chartered Financial Planner. Advanced Diploma In Financial Planning from Chartered Insurance Institute (Cii).
What skills is Justin Rourke known for?
Justin Rourke is listed with skills including Financial Planning, Wealth, Strategic Financial Planning, Wealth Management, Investments, Small Business, Financial Advisory, and Retirement.
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