0330 038 8942
Based in Gloucester
View locationChecks carried out by VouchedFor
FCA status: Certified by Firm
Roger is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Roger's status
Last checked: 01 April 2025
Roger is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Roger's status
Recent Client Reviews
Roger has not received any client reviews in the past 12 months
Roger has not received any reviews in the last 12 months
Roger has not received any client reviews in the past 12 months
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 04 March 2025
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
1
Qualifications Uploaded
Roger has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
1 qualification certificate available to view
Roger has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Roger has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Roger has provided information on their typical fees
Roger has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
4
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Roger (based on 4 first impressions)
100% of users who are not yet clients had a positive first experience with Roger
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Roger (based on 4 first impressions)
Checks carried out by VouchedFor
FCA status: Certified by Firm
Roger is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Roger's status
Last checked: 01 April 2025
Roger is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Roger's status
Recent Client Reviews
Roger has not received any client reviews in the past 12 months
Roger has not received any reviews in the last 12 months
Roger has not received any client reviews in the past 12 months
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 04 March 2025
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
1
Qualifications Uploaded
Roger has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
1 qualification certificate available to view
Roger has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Roger has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Roger has provided information on their typical fees
Roger has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
4
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Roger (based on 4 first impressions)
100% of users who are not yet clients had a positive first experience with Roger
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Roger (based on 4 first impressions)
Just Ask Financial Planning brings clarity to your finances. Our outlook puts your financial well-being first, helping you make smarter decisions about your money, no matter where you are in life. We speak your language, skip the jargon and focus on what matters most to you. From young families to retirees, business owners to first-time investors, we take pride in offering advice that fits your life and your goals. Based in the heart of Gloucestershire and serving the surrounding counties, we bring local, independent expertise with a human touch. Our approach starts with listening – understanding your hopes, plans and concerns before offering any advice. Every financial journey is different, which is why we take time to learn what success looks like for you. We specialise in retirement planning, investments, mortgages, personal and business protection and inheritance planning. But beyond these services, we’re here to build lasting relationships. Our clients value having a trusted adviser who knows their story and is ready to help as their lives and needs change. Founded by Roger Robertson, who brings over a decade of financial services experience, we champion transparency and straightforward advice. We welcome all your questions because we know that being comfortable with your financial decisions leads to better outcomes. You don’t need vast wealth or financial knowledge to plan for your future. What you need is someone who listens, explains things clearly, and helps you move forward with confidence. That’s where we come in. Just ask.
Offers available through VouchedFor
Contact Roger through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£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).
About Roger's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
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Clients' level of financial expertise
This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.
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