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

Poor platform service 'significantly' affects 54% of advisers

Poor platform service 'significantly' affects 54% of advisers

Exclusive: Down from 80% the previous year

Jenna Brown
clock 02 December 2025 • 2 min read
Mark Sanderson: Getting to the point of platforms

Mark Sanderson: Getting to the point of platforms

'Platforms are there to serve investors'

Mark Sanderson
clock 28 November 2025 • 4 min read
How is tech changing platform asset migration?

How is tech changing platform asset migration?

'Every transfer should be compliant, transparent, and in the client's best interest'

Tom Mullaly
clock 17 November 2025 • 4 min read