Adam Rogers

Wealth Planner

DipPFS - Diploma in Regulated Financial Planning

BA Hons - Business Studies

After graduating Business School in 2006 Adam went to work in the Independent Advice market – and has stayed ever since – resulting in an extensive technical background covering all aspects of financial planning. In 2018 Adam became an Independent Financial Adviser and in 2023 joined Succession Wealth to advise professionals, business owners and high net worth individuals on areas such as Inheritance Tax, Pensions and Investments. Adam often quotes “begin with the end in mind” and recognises the importance of planning for intergenerational wealth, and that a role of Wealth Planner is often to be a teacher/educator.

In 2020 I moved out of Birmingham to Warwick and I have a young family. I enjoy going to live comedy shows at Leamington’s Royal Spa Centre and in my spare time I play golf, but admit I am terrible at it.

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