Tim Clay – Birmingham

BSc (Hons), ACSI, DipPFS
Wealth Planner

After leaving University, Tim joined the financial services industry in early 1983. His first major move in 1985 was to establish the Financial Services subsidiary of a general insurance brokerage, where he gained a vast amount of experience in providing group pension scheme advice and practical wealth management solutions to owner managers and their businesses.

Tim established Clay Rogers Financial Management Ltd with Mark Rogers in 1995. In January 2006 Clay Rogers Financial Management Ltd merged with its sister company, C R Professional Ltd, to form Clay Rogers & Partners Ltd, which was acquired by Succession in September 2016.

Tim works closely with corporate, matrimonial and private client solicitors and spreads his time primarily between the Midlands and central London.

In his spare time Tim sits on the West Midlands Regional Committee for the Lord’s Taverners. He is a Warden of The Birmingham Assay Office and an Alumni Advisory Board member at Bangor University. He is a keen follower of both rugby and cricket.

0121 2965 354 / 07387 261646

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