Succession signs up Clay Rogers; adds £450m assets

clock

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...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Wrap/platforms

Quilter reports platform net inflows of £1bn in first quarter

Quilter reports platform net inflows of £1bn in first quarter

Ongoing adviser charging review to start shortly after FCA talks

Jenna Brown
clock 24 April 2024 • 2 min read
Will IFA-owned platforms take over the financial advice sector?

Will IFA-owned platforms take over the financial advice sector?

PA talks to industry experts on the future of adviser-owned platforms

Sahar Nazir
clock 27 March 2024 • 9 min read
CGT support from platforms now 'adviser must have'

CGT support from platforms now 'adviser must have'

Shrinking personal allowances dragging more investors into CGT net

Jenna Brown
clock 27 March 2024 • 2 min read