Chartered Financial Planner
CurrentClay Rogers & Partners Ltd was acquired by Succession Group Ltd on 16th September 2016. My role at Succession Wealth is as a Chartered Financial Planner.I am also Chair of Succession Giving , Successions Wealth's Charitable arm.Succession Wealth is a top-tier UK wealth managementand financial planning business. We look after £7.75billion of client funds for more than 20,000 individuals,families and corporations. Founded in 2009, what we haveachieved in terms of growth is truly remarkable and,crucially, we have retained our independence.The Succession team includes 600 dedicated individualslocated at 12 regional offices right across the breadth ofthe UK. Our 170 outstanding and highly qualified wealthplanners work closely and in a position of trust withclients on a bespoke basis across issues such as estateplanning, pension transfer, taxation, intergenerationalplanning, investment and trusts. The focus is always tohelp clients achieve their fullest financial potential, givingthem clarity around their lifetime financial goals andmaking these goals a living reality. Ensuring all clientsreceive personal and exemplary service is at the heartof Succession’s ethos. We are proud to deliver a localservice nationally.As an organisation, we invest continually in our clientfacingand client management teams, technologyand infrastructure and have our own award-winningSuccession investment platform and model portfolioservices. We are unique in having a dedicated RetirementReview Centre – a specialist unit set up to complementour wealth planning services.Succession works hard to support its local communities.Our charity, Succession Giving, fundraises for nationalcharities such as Cancer Research UK. We close our officesfor one day each June to enable our entire team to raise funds for local charities.
