Financial advice in
Gloucestershire
We bring clarity to your finances with friendly, jargon-free advice tailored to your goals
Supporting your financial journey
Your financial decisions shouldn’t feel overwhelming. At Just Ask Financial Planning, we provide clear guidance that puts your future first.
Wondering if you’re saving enough? We’ll help you create a long-term plan that works with your lifestyle, using your tax allowances effectively and structuring your investments wisely.
Approaching retirement? We’ll help you understand your options and build confidence in your financial future.
Already managing investments? We’ll ensure your money works as hard as you did to earn it, with practical advice on preserving your wealth and creating the legacy you want.
Financial security should be within everyone’s reach. We’re here to help you achieve it, whatever your circumstances.
Our services
Our services work together to support your financial goals. We can help with a specific need or create a comprehensive plan covering all aspects of your financial life, always focusing on what will make the biggest difference to you or your business. Just ask us about:
Our approach
Based in Gloucestershire, we support businesses and individuals throughout Cheltenham, Gloucester, Tewkesbury, Bristol and the surrounding areas with professional financial planning and investment advice.
We start by listening. Before offering any suggestions, we’ll take time to understand your situation, hopes and concerns. Financial matters can be complex, but our explanations won’t be. We’ll skip the industry jargon and focus on what matters most to you.
Every financial journey is different. That’s why we design personalised plans rather than off-the-shelf solutions. You’ll always have direct access to your adviser when questions arise. We build lasting relationships through regular reviews and straightforward communication, adjusting your plan as your life and goals change.
Why choose us?
Our founder, Roger Robertson, brings over a decade of financial services experience and offers unbiased recommendations.
We pride ourselves on transparency, taking the time to explain your options clearly so you feel comfortable with every decision you make.
We care about your financial freedom. Our advice centres on what works for you and your circumstances, not what’s most profitable for us.
As your life unfolds and your relationship with money changes, we’ll be with you at every step.
My experience with Just Ask Financial Planning has been fantastic. Nothing is too much effort for Roger and he was relentless in finding us the best mortgage possible for our circumstances. It also helps that Roger is incredibly helpful and went above and beyond to assist us. Cannot recommend enough!
Claire Keeton
Let’s talk
Ready to take control of your financial future?
Let’s start with a conversation about what you want to achieve.
No obligation. No pressure.
For friendly, expert financial guidance when you need it, just ask.
