Succession Wealth planner becomes CISI Birmingham president

Taken over from Andrew Porter

Hannah Godfrey
clock
"My aim is to extend the voice of financial planners throughout the region" - Succession Wealth's Mark Rogers (pictured, left, with Andrew Porter)
Image:

"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...

To continue reading this article...

Join Professional Adviser

 

  • 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 Your profession

Financial advisers should work to develop new methods of reaching younger people through social media channels such as Instagram, TikTok, YouTube and Twitter, research has shown.

How advisers can attract younger investors - PIMFA's Under 40 Leadership Committee

'Deliver regulated advice via technology'

clock 20 May 2022 • 3 min read
Chris Jones: "Freedom of choice doesn't only deliver better products and distribution: it also has what can be described as ‘expressive value'."

Chris Jones: When the best isn't good enough

Decisions, decisions

Chris Jones
clock 18 May 2022 • 5 min read
Young investors driving force behind ESG rise - PIMFA 'Under 40 leadership' forum

Young investors driving force behind ESG rise - PIMFA 'Under 40 leadership' forum

‘Make your money matter'

clock 16 May 2022 • 3 min read