Lyn Financial Services

Independent Wessex Lodge, 11-13 Billetfield, Taunton, Somerset, TA1 3NN
First meeting at adviser's own cost
Response rating
7.0 /10
FCA verified
14th October 2019
Within everything we do the customer comes first and we pride ourselves on making a difference to someone's life.
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Bad credit
    • Building your home
    • Buy to let
    • Buying commercial property
    • Buying first home
    • Equity release
    • Flexible mortgages
    • High loan to value
    • Next home / Remortgaging
    • Right to buy
    • Self-employed mortgages
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • EEA
    • Rest of world
    • Commercial mortgages
    • Employee benefits
    • Group pensions
    • Group protection
    • Long term care
Meet our advisers
Mike Rogers BA (hons)
Financial Consultant
Accreditations
Chartered Financial Planner
Robert Mobley Dip PFS
Financial Consultant
Angus Howden Dip FA MIFS
Financial Consultant
Paul Forman Dip PFS
Financial Consultant
Carl Walliss
Financial Consultant
Robin Stamp
Independent Financial Adviser
Accreditations
Chartered Financial Planner
Robert Isaacs Dip PFS CeSRE
South West RegionalDirector - AFH Wealth Management
What our clients say
Mike provided advice on all different options available to me on investing an Inheritance and I chose to invest using the recommendation that Mike provided and I am completely satisfied with the service I received.
Jill, Somerset
Mike provided advice on all options available to me on an Inheritance of family assets and I am very happy with the outcome and I will be using Mike's services in the foreseeable future.
Tilly, Somerset
Paul provided advice on the areas I needed. He was very helpful at all times and most of all I can always phone him either in the office or on his mobile when I need to sort something quickly.
Chris, Devon
Paul understands my portfolio well and understands my attitude to risk. We have regular review meetings throughout the year where we discuss my investments. I have printed copies of the progress of the investments and I am very happy with the courteous, patient and friendly service that Paul provides. Should I have any concerns I know that I can contact Paul at any time. He is always very professional.
Zehra, Devon
Where to find us

Wessex Lodge, 11-13 Billetfield, Taunton, Somerset, TA1 3NN

Make an enquiry
About us

Lyn Financial Services has been established for over 25 years. We have a strong West Country presence from which the company provide a Whole of Market approach on any financial recommendation.
As well as being on the approved list for Money Saving Expert and Which, we also have a team of Financial Consultants with significant experience. The team specialise in Investments, Pensions, Protection and Inheritance Tax Planning. The Four offices also have six Mortgage Consultants who provide advice from Equity Release through to Help to Buy Mortgages.
By sharing knowledge within the company we can ensure clients at all times they are receiving truly Independent Advice.
All first meetings are provided free of charge and no cost will be made until a full analysis of your circumstances has been obtained.

Our services

With many of our consultants having had clients for over 20 years we are a firm that prides itself on building long term relationships. We are accredited through a number of national organisations such as Money Saving Expert and Buy with Confidence. We believe that being associated with such organisations makes us stand out from our competition.
We will always ensure a qualified adviser will be able to meet you at either one of our four offices or at your home or premises.
We truly place the client at the forefront of everything we do.

Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0