about us our wealth planners mark rogers
Certified Wealth Planner
Diploma in Professional Financial Advice (CBI)
Associate of the CISI
Diploma For Financial Advisers (DipFA)
Mark has worked as a Financial Planner for 39 years, the last 6 of which have been at Succession Wealth. He is a holistic financial planner with a particular specialism in pensions. Mark has a team of 10 and works from the Birmingham Office.
"I am a keen musician/singer songwriter with a single/album released on all major outsets. I play cricket, hockey and golf. Finally, I believe that a successful Company gives back to the Community it serves and I Chair Succession Giving, Succession’s Wealth National Charitable arm."
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It’s a great way to get your questions answered and find out if financial planning is for you. Initially it is just a chance for us to get to know each other and understand better if our services can help you.
To book an initial meeting with your local Wealth Planner, complete the form below and we’ll be in touch.