Succession Wealth planner becomes CISI Birmingham president
Taken over from Andrew Porter
"My aim is to extend the voice of financial planners throughout the region" - Succession Wealth's Mark Rogers (pictured, left, with Andrew Porter)
The Chartered Institute for Securities & Investment (CISI) has appointed Mark Rogers as the new president of its Birmingham committee.
Rogers (pictured, above left) is a wealth planner at Succession Wealth, which acquired his financial planning firm, Clay Rogers & Partners, in September 2016. Rogers has worked for 37 years in the financial...
More on Your profession
Brunel Professions launches PI insurance website offering 'seamless transactions'
Completion in 3 minutes
Two-thirds of advisers invest client money in ESG - FE fundinfo
Just 1% not investing ethically
Half of advisers expect to work from home after Covid-19 - PFS
Social media poll
InvestCloud acquires software firm to 'bridge adviser-client gap'
Create better communication
Back to Top
More news
Brunel Professions launches PI insurance website offering 'seamless transactions'
Completion in 3 minutes
Schroders UK Platform Awards 2021 open for entries
21 September
FCA begins work on open-ended long term asset funds
Retail investors set to be restricted initially
Partner Insight: Are investor biases to blame for market lows and highs?
The fact that emotions can so significantly impact investment decisions means the issue is becoming ever more important for advisers
