Roger Robertson

Reference number: 1051464

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Appointed representative

Roger Robertson does not hold FCA authorisation of their own, and acts under a principal firm, which is legally responsible for their regulated business.

Responsible principal firm

Lyncombe Consultants Limited Reference number: 618025 Authorised View firm →
What does this mean?
  • An appointed representative (AR) can carry out regulated financial services, but is not directly authorised by the FCA. A principal firm holds the authorisation and is legally responsible for the AR's conduct.
  • Roger Robertson (FRN 1051464) is an AR of Lyncombe Consultants Limited (FRN 618025). When you use Roger Robertson's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Roger Robertson, complaints and compensation usually follow the same rules as dealing with the principal, but this depends on the product and your circumstances.
  • Before you proceed, confirm contact details match the official FCA register for both firms. Scammers sometimes clone legitimate AR names and FRNs but use fake phone numbers and websites.

Website, phone number and address

Compare these against whatever you were given. Scammers clone real firm names and reference numbers but use their own phone number and website, so a detail that does not match the register is the clearest warning sign there is.

  • No website on the FCA register

  • Phone number

    07858 076566

  • Address

    Suite 7, The Business Centre, Innsworth Technology Park, Innsworth Lane, Gloucester, Gloucestershire, GL3 1DL, United Kingdom

In the full report: 2 background checks

  • What kind of line 07858 076566 is
  • Who else gives the postcode GL3 1DL
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Other names (1)

If you were contacted under any of these names, it is this firm.

  • Just Ask Financial Planning Trading name

FCA permissions and consumer protection

  • Protection through the principal firm
    Protection works through Lyncombe Consultants Limited, the principal firm responsible for this firm's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
  • Complaints Ombudsman, free
    You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.

FCA disciplinary action and complaints

No FCA disciplinary action.

The Financial Ombudsman Service only publishes complaint figures for firms with 30 or more new complaints in six months, so there are none here for this firm.

Key dates in its history

Roger Robertson’s history from the FCA register and Companies House, newest first.

2026

28 February 2026

  • Became an appointed representative
  • Began trading as "Just Ask Financial Planning"

FCA register

Director appointments and resignations, and trading names, appear under All events.

Firms connected to Roger Robertson

Other FCA-listed firms that share a director, phone number or address with Roger Robertson. A link shows who the firm is tied to, not whether either can be trusted.

connected firm
1
share its postcode
1

In the full report: the connected firm, named

  • How it is linked: the same postcode (1)
  • Who links it to this firm: the named directors, with dates
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Firms like Roger Robertson

Other firms of the same type (financial adviser), nearest first.

In Gloucester

Andrew ShawGloucesterAppointed representativeBlackfriars Wealth Management LtdGloucesterAppointed representativeCornell Services LtdGloucesterAppointed representativeCornell Solutions LimitedGloucesterAppointed representativeDallas & Co LtdGloucesterAppointed representativeDavid Johnson Financial Planning LtdGloucesterAppointed representative

Firms are listed by type and location, best known first. Being listed is not a recommendation: check any firm before you deal with it.

Get the full report on Roger Robertson

Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.

  • 2 background checks on its contact details
  • All 2 events in its history
  • 1 connected firm, named, and who links them

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Frequently asked questions about this firm

Is Roger Robertson FCA authorised?
Roger Robertson (FRN 1051464) is not directly authorised. It is an appointed representative acting under the responsibility of a directly authorised principal firm.
What does appointed representative mean for Roger Robertson?
An appointed representative (AR) can carry out regulated financial services, but is not directly authorised by the FCA. A principal firm holds the authorisation and is legally responsible for the AR's conduct. Roger Robertson (FRN 1051464) is an AR of Lyncombe Consultants Limited (FRN 618025). When you use Roger Robertson's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Roger Robertson, complaints and compensation usually follow the same rules as dealing with the principal, but this depends on the product and your circumstances. Before you proceed, confirm contact details match the official FCA register for both firms. Scammers sometimes clone legitimate AR names and FRNs but use fake phone numbers and websites.
What is Roger Robertson’s phone number?
The FCA register lists the phone number 07858 076566 for Roger Robertson. If you were given different contact details, use these to check with the firm before going any further.
Is Roger Robertson a scam or clone?
Roger Robertson is a genuine FCA-listed firm, and the FCA has published no warnings about fake versions of it. Scammers do copy real firms, though, so check that any contact details you were given match the ones on the register.
Is my money safe with Roger Robertson?
Protection works through Lyncombe Consultants Limited, the principal firm responsible for Roger Robertson's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Does Roger Robertson use any other names?
It trades as Just Ask Financial Planning.

Sources and links

The full report on Roger Robertson

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