Mark Rogers – Birmingham

Wealth Planner

After a successful academic career at Exeter University, Mark joined Employee Benefit specialists Noble Lowndes & Partners in 1982 and worked there for five years, spending time in both their Croydon and Birmingham offices. In 1987 Mark moved to the N Brown Group plc, eventually becoming Life & Pensions Director of the Birmingham Financial Services Division.

In 1995 Mark established Clay Rogers Financial Management Ltd with Tim Clay and after ten years merged with its sister company, C R Professional Ltd, to form Clay Rogers & Partners Ltd, which was acquired by Succession Wealth on 16th September 2016

During his career, Mark has developed a specialism in the Corporate, High Net Worth and Employee Benefits arena, particularly in devising exit strategies for Owner Managed businesses, asset allocation modeling for pension and private portfolios and the complex issues surrounding pensions and divorce.

Mark is a “New Model” Adviser who believes that cash flow modelling after agreeing clients’ full aims and objectives is vital to the professional financial planning process.  Mark has attained the “Diploma in Professional Financial Advice” which validates the above.

Mark is also Chairman of  “The Cellar Club”, a highly influential gathering of 30 top Professional Financial Planners in the Midlands.  The Cellar Club meets on a regular basis to discuss and debate significant industry issues and attracts high level speakers from all walks of life and the Financial Services Industry, who put their views forward.

In his spare time Mark is an accomplished musician, singer/songwriter whose album “ A Brave New World” was released in October 2010. Mark has just completed his new album “Animal Farm” which is due for release early in 2017.

0121 212 9212 / 07387 262571

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