Justin Rourke
Financial Planning Director - Head of Advice @Armstrong Watson
Penrith, GB
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Dec 2022 — Present
Financial Planning Director - Head of Advice @Armstrong Watson
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Advice Process - Responsible for defining and adherence to an advice process which promotes good client outcomes. Investment and product research - Responsible for the effective delivery and implementation of the agreed investment strategy
SKILLS
Business ProtectionBankingInvestmentsRetirementInheritance Tax PlanningPrivate BankingBusiness Continuity PlanningInvestment AdvisorySmall BusinessBusinessMortgage LendingRetail BankingWealth Management ServicesHigh Net Worth IndividualsEstate Tax PlanningInvestment StrategiesFinancial AdvisoryTrustsIncome ProtectionRetirement PlanningWealth ManagementFinancial PlanningBusiness PlanningPensionsWealthStrategic Financial PlanningProtection
ABOUT JUSTIN ROURKE
Having completed my Degree at the University of Newcastle in 2003, I worked for a…
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