Mike Rogers IFA Lyn Financial Services

Independent Financial Adviser Lyn Financial Services, Wessex Lodge, 11-13 Billetfield, Somerset, Taunton, TA1 3NN
First meeting at adviser's own cost
Response rating
7.0/10
FCA verified
15th October 2018
We take care in identifying the customers overall requirements and pride ourselves on building long term relationships.
We can advise you on
    • EEA
    • Rest of world
    • Wealth management
    • Accident & sickness
    • Buildings and contents
    • Commercial motor
    • Critical illness
    • Healthcare
    • Home and leisure
    • Income protection insurance
    • Large business
    • Life insurance
    • Payment protection insurance
    • Small business
    • Travel
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Long term care
    • Bad credit
    • Buy to let
    • Commercial for individuals
    • Equity release
    • First time buyers
    • Flexible
    • High loan to value
    • Home reversion
    • Overseas
    • Remortgage
    • Residential
    • Right to buy
    • Self build
    • Self employed
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
Meet our advisers
Mike Rogers BA (hons)
Financial Consultant
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
Where to find us

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

Contact us
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. 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 he holds the highest qualification within the industry,

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.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£20,000
Minimum mortgage value
£125,000
Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

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