Armstrong Watson Financial Planning and Wealth Management is delighted to announce it has a new leader at the helm.
Stewart Crockett has been appointed Managing Director and Partner of Armstrong Watson Financial Planning Limited, the financial planning arm of Armstrong Watson, and heads up a 50-strong team.
It comes as the firm also announces Senior Financial Planning Manager Justin Rourke’s promotion to Financial Planning Director - Head of Advice.
Stewart joins Armstrong Watson after 23 years with Close Brothers Asset Management, where, as Managing Director, he was responsible for overseeing the firm’s practices across the country and helping the financial planning team deliver high-quality advice to clients, alongside delivering the firm’s business strategies.
Having worked in financial services throughout his entire career - starting in retail banking, insurance and then for the last two decades in financial planning and wealth management – Stewart has a mass of experience. He is also a Chartered Fellow of the Chartered Institute for Securities & Investment.
Stewart, who will be based at the firm’s Glasgow office, says his key objective at Armstrong Watson Financial Planning Limited is to build on the success that has been achieved by the financial planning team in recent decades.
“It’s a firm I’ve known about for quite some time that has always had a great reputation, so I see my key objective as building on the really good work that has been done,” he says. “I hope to further expand on the success that has already been achieved and then help grow the business by using my experiences from different businesses. There are high-quality, professional and talented individuals here so I’m looking forward to working with them to take the business forward.”
Meanwhile, Stewart was drawn to Armstrong Watson by the core values it promotes. He added: “I was attracted by the strong culture of the firm and the foundation of the embedded values which help develop both colleagues and deliver the correct solutions for clients.”
Paul Dickson, Armstrong Watson’s CEO and Managing Partner, said: “I am delighted to have Stewart join Armstrong Watson to lead the Financial Planning and Wealth Management part of our business. As a firm our focus is on helping our clients achieve their business and personal goals. We are here to help them create prosperity for their businesses, for them as individuals, their families and the people they employ. Financial Planning and Wealth Management is a fundamental part of our client proposition. So to have someone with Stewart’s experience and expertise is absolutely fantastic.”
