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  11. Mike Rogers IFA - AFH Management

Mike Rogers IFA - AFH Management

Independent Financial Adviser  Lyn Financial Services, Taunton, Somerset, TA1 3NN
First meeting at adviser's own cost
We take care in identifying the customers overall requirements and pride ourselves on building long term relationships.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Bad credit
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Building your home
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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Buying overseas
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Equity release
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Flexible mortgages
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High loan to value
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Buildings and contents
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Commercial motor
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Critical illness
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Healthcare
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Home and leisure
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Income protection insurance
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Large business
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Life insurance
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Payment protection insurance
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Small business
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Travel
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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EEA
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Rest of world
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Long term care
Make an enquiry Request a call back Recommend to a friend
Response rating
7.0/10
phone Show number
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FCA authorised
Last authorised 6th July 2020
Meet our advisers
Mike Rogers BA (hons)
Chartered Financial Planner

In order to have completed this qualification, individuals were required to obtain three units. These could have been selected from any combination of the available units at that time but must have included the compulsory G10 unit - Taxation and Trusts.

This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.

This examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.

This examination assesses the candidate to develop in depth financial planning skills related to investments and the management of investment portfolios.

This qualification assessed the knowledge and skills to enhance the career and promotion prospects of those aspiring to middle and senior management positions.

This examination assesses the candidate to develop in depth financial planning skills related to personal tax and trusts.

This examination assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.

This examination assesses a knowledge and understanding of investment products and the risks involved.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.

This qualification develops advanced technical knowledge and understanding across a broad range of key advisory areas.

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

Accreditations
Chartered Financial Planner Later Life Accredited Adviser
What our clients say
We were looking to do a pension transfer, Mike responded really quickly to our request as we had been let down by another financial advisor and had a deadline. He came to our house and went through everything in detail and advised if this was the best plan for us after discussing all of our personal circumstances. Mike was so helpful, we are extremely grateful to him for the work he did for us and we would not hesitate to use him again.
P Oxenham, Exeter
I wanted to transfer a group pension to a private one to enable me to have control of the pension pot. This field is highly regulated and Mike took me through the process step by step and was really good at explaining everything. I wanted to take 25% of the pension pot tax free and it happened - much quicker than I had anticipated after shocking service from another company - but Mike was brilliant. He gave quick service and advice. He told me what to expect and was transparent through the whole process. Absolutely 100% would recommend him for a pension transfer without hesitation. He did everything - dealt with the companies involved. It just happened - superb
M Tremlett, Somerset
Coming up to retirement, several years ago and although I have been a qualified accountant for some 45 years, I had no particular expertise in the fields I required, particularly, pensions and mortgages. He came well recommended by close friends of mine. Mike has been a tremendous help and confident in his advice to both my wife and myself and I trust him implicitly and he is also a very nice guy. Without doubt we have benefited on all aspects that we required, particularly. pensions and mortgages.
I Oldroyd, Merseyside
I am coming up to retirement and wanted to consolidate all my different pension and wanted to know all options. I have dealt with Mike for many years and he is the person that got me to change to Barclays Bank when I lived in Devon. A bank which I still use. Mike came to see me in Bedfordshire and took all the paperwork. He produced a very comprehensive document setting out all the options available and then came back and then went through them all. I was able to make my decisions and Mike is now getting these put in place. I wanted someone that I knew I could trust and my long association with Mike made him the only choice for me. I knew my funds would be secure with him and trust is very important in this area of finance. Too often you hear of horror stories where funds go missing. Everything that we agreed is being put in place. Mike goes out of his way to cater for all needs. Excellent service.
B Compton, bedfordshire
A sudden family member illness caused significant disruption to my immediate family, such that I needed to re-assess my property portfolio and release equity at pace. Michael was recommended to me by a personal friend. Michael visited me at my home and conducted a full assessment of my finances which allowed me to plan for the future, including the purchase of a new property. He also advised me on life insurance, savings and making a will. I completed on a new property 6 months after meeting with Michael, and have decided on the relevant life insurance package. I cannot fault the service Michael offered. He took a personal interest in my family's situation and drove numerous times to my home address (often on a weekend) to ensure that my mortgage application was processed in an efficient and timely fashion. His easy manner and impartial advice was well received and very much appreciated.
J Owens, Exeter
I needed Pension advice regarding a Final Salary Pension, and approaching 55 I wanted to ensure my financial investments were in order. Mike was able to advise on, and then perform a Final Salary Transfer for me. He has also facilitated 2 other pension transfers to optimise my investments. He was also able to give general advice on a family matter, and has drafted a will for me. At this early stage of our relationship, Mike has done everything I have asked, and given me options to think about.
D Stilling, Somerset
I wished to access my pension monies directly under the new pension rules in the last few years. I needed a financial adviser to act on my behalf as the pension company would not deal directly with me. Mike Rogers fitted the bill exactly, he was friendly, expert, knew his way around the system and timely (he always responded to my emails, phone calls or any concerns/anxieties which I had). Mike helped me by giving me expert advise to negotiate around the whole pension minefield. He was supportive without being patronizing, as so many advisers are in the financial sector, in my experience. I have now received all my pension monies directly into my bank account so that I can decide what to do with my pension rather than being pushed towards poor quality annuity schemes or other dubious financial plans with high admin costs and very little growth earnings. Mike worked hard on my behalf and I have a lot to thank him for. I found him honest, direct, expert and ethical in all his dealings with me. He worked for me and not for the big financial institutions. I am happy to recommend him to others who might need financial advice that is fair, honest and in their best interests.
Tim, Ireland
I needed advice in respect of pensions and annuities due to the change in government rules. Mike gave me sound advice following a long experience in the business, he has a really nice manner and is a pleasure to deal with. The outcome has been better then expected.
Ian, Liverpool
Mike helped us with planning for our future. He listened, evaluated, gave us advise and suggestions. Mike always made himself available, which is great
Jan, Devon
Mike is the perfect financial adviser and he understood me and my needs. Mike couldn't have done a better job, everything he suggested yielded more than i expected. I cant think of a single thing that he could improve on.
Zoe, Somerset
Mike helped me with a mortgage and life cover. He saved us lots of time and money and I am definitely happy with my current situation.
Richard, Somerset
We needed some advice for Equity Release to finance a property investment. Mike gave us a range of options and sourced lots of information for us, he answered all our questions and concerns. We are very happy with the outcome and I can honestly say Mike couldn't have done a better job for us.
Jo & Darren, Devon
About us

Lyn Financial Services was originally formed in Lynton in 1986 to serve the financial needs of the local community. The company now has 4 offices in Devon and Somerset with a team of Independent Financial Advisers and Mortgage Brokers and appropriately qualified staff whose aim is to provide quality advice to our clients.
We are whole of Market and can provide advice across a wide number of areas. Mike specialises in the pension and investment area's where through his independent approach allows him access to a wide number of solutions and the best providers within the market.

Our services

We have collectively spent years in the market enabling clients to meet their goals and aspirations. We keep up to date with the continual changes in the investment and pension world which ensures we are aware of the best routes and alternatives available to our clients.

Where to find us
Head office address: Lyn Financial Services, Wessex Lodge, 11-13 Billetfield, Somerset, Taunton, TA1 3NN
Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£20,000
Minimum mortgage value
£125,000
Special offers
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Advice methods
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    Face to face
Make an enquiry Request a call back Recommend to a friend
Response rating
7.0/10
phone Show number
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FCA authorised
Last authorised 6th July 2020

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