About Just Ask Financial Planning
Just Ask Financial Planning is an emerging Chartered Financial Planning firm in Gloucester, created in March 2023 by Roger Robertson after years of working for various established financial adviser firms. Despite being relatively new as an independent practice, the firm has already earned the prestigious 'Chartered Financial Planners' title from the Chartered Insurance Institute – one of the highest accreditations in the industry, held by fewer than 5% of UK advisory firms. This designation signifies a commitment to professional excellence, ongoing education, and adherence to the highest ethical standards. Roger's decision to establish his own practice was driven by a desire to provide truly personalised financial planning without the constraints often present in larger corporate environments.
Based at Innsworth Technology Centre just north of Gloucester, Just Ask Financial Planning serves individuals and businesses across Gloucester, Cheltenham, Tewkesbury, Bristol, and the surrounding Cotswolds counties. The firm offers comprehensive financial planning and investment advice covering pensions, investments, protection, and holistic wealth management. The 'Just Ask' name reflects the firm's approachable philosophy – financial planning can seem complex and intimidating, but Roger believes clients should never hesitate to ask questions, no matter how simple they might seem. This client-first approach focuses on education and empowerment, helping clients understand their options and make informed decisions rather than simply being told what to do.
As a newly established Chartered firm, Just Ask Financial Planning brings the energy and personal attention of a boutique practice combined with the professional standards and technical expertise of a Chartered firm. For clients who value direct access to their adviser, straightforward communication, and working with someone who has chosen to build a practice focused on quality over quantity, Just Ask represents an excellent option. The firm's location at Innsworth Technology Centre provides easy access for residents across north Gloucester and south Cheltenham, with ample parking and modern facilities for client meetings.
Fee Structure
Just Ask Financial Planning operates on a Fee-based basis.
For detailed information about typical financial advisor fees in the Cotswolds, including what you should expect to pay and how to avoid overpaying, read our comprehensive fee guide.
💡 Before Your First Meeting: Always verify FCA registration at register.fca.org.uk and request a clear written fee schedule. A reputable advisor will happily provide both. Read our guide to choosing a financial advisor for more tips.