Succession Wealth planner becomes CISI Birmingham president

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 services profession and has been involved in the CISI Birmingham West Midlands branch committee, having previously been chair of the Birmingham Institute of Financial Planning branch. He is also chair of Succession Giving, which is the national charitable arm of Succession Wealth, which aims to raise monies for Succession's various charities. CISI appoints Charles Stanley invest...