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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