Midlands-based financial planning business Clay Rogers & Partners has joined Succession Advisory Services.
Clay Rogers is an eight-adviser business with funds under influence or £450m, achieved partly through acquisitions. Launched in 2009, Succession invites advisory businesses to sign up to its business transition programme and open-architecture investment platform. It reported full-year profits for 2012 of £1.3m. Clay Rogers managing director Mark Rogers said: "Becoming a member of Succession is a complementary position for our business following a period of sustained growth. We have a very clear vision to develop our proposition and the specialist team at Succession will provide the co...
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