Mike Rogers IFA - AFH Mangement

Independent Financial Adviser  AFH Wealth Management, Somerset, Taunton, 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 review
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Pensions transfer
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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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Socially responsible investments
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Lump sum
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Regular savings
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Accident & sickness
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Payment protection insurance
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Capital gains tax
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Estate planning
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Income tax
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EEA
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Rest of world
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Long term care
Response rating
7.0/10
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FCA authorised
Last authorised 26th October 2020
Meet our advisers
Mike Rogers BA (hons)
Financial Consultant

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

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 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.

What our clients say
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 than 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
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 advice 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
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 can’t 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

AFH has a network of more than 200 independent financial advisers across the UK to work together with clients to plan their financial goals, with many offices nationwide. AFH work with a financial planning-led wealth management mindset, believing that an effective financial plan can help you to make the most of your money. With nearly 30 years of experience, AFH use their expertise and size to drive down costs for their clients and continue to work towards offering them the best service possible. True to their belief that good financial advice shouldn’t cost the earth. 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. Mike has continued to increase his knowledge in the financial service field as he is passionate about adding value to all clients and improving ,where possible, there personal position moving forward. As a Chartered Financial Planner and Pension Transfer Specialist he holds the highest qualification within the industry. Mike also holds certificates of Recognition in Later Life Care, Equity Release and Mortgages.

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: AFH Wealth Management, 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
Advice methods
  • phoneButton
    Telephone
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 26th October 2020

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