Mark Rogers

Mark Rogers Email and Phone Number

Chartered Financial Planner-Succession Wealth @ Succession Wealth
birmingham, birmingham, united kingdom
Mark Rogers's Location
Birmingham, England, United Kingdom, United Kingdom
Mark Rogers's Contact Details

Mark Rogers personal email

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Mark Rogers phone numbers

About Mark Rogers

Mark D Rogers BA (Hons) Chartered MCSI 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 Division. In 1995 Mark established Clay Rogers Financial Management Ltd with Tim Clay which in 2006 went directly regulated and formed Clay Rogers & Partners Ltd. Clay Rogers was acquired by Succession Group Ltd 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 modelling for pension and private portfolios and the complex issues surrounding pensions and divorce. Mark was humbled to be named in the Citywire/New Model Adviser Top 100 Financial Planners in the Country. 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. In his spare time, Mark is an accomplished musician, singer/songwriter who released an album " A Brave New World" on the Incremental Music Label ( www.incrementalmusic.co.uk).It is available on I-Tunes and all major on-line outlets. .All proceeds go to various charities. Mark is set to release his new album " Animal Farm" within the next few months, produced by Matt Terry and mixed by Gareth Cousins.

Mark Rogers's Current Company Details
Succession Wealth

Succession Wealth

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Chartered Financial Planner-Succession Wealth
birmingham, birmingham, united kingdom
Employees:
379
Mark Rogers Work Experience Details
  • Succession Wealth
    Chartered Financial Planner
    Succession Wealth Sep 2016 - Present
    Birmingham, United Kingdom
    Clay 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.
  • The Cellar Club
    Chairman
    The Cellar Club Nov 2011 - Present
    Birmingham, United Kingdom
    “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.Please see website : www.cellarclub.org
  • Mark D Rogers
    Singer/Songwriter
    Mark D Rogers Mar 1986 - Present
    Birmingham, United Kingdom
    I released an album entitled "A Brave New World" on the Incremental Music Label in 2010 with all proceeds going to charity. I was encouraged and supported by my very good friend , the internationally acclaimed Artist, Eric Waugh, who designed the album cover and donated all his time for charity. The Band play at a number of charitable events through out the year. Pre- released new single " Mr B Liar" and the Video is on YouTube . The New Album " Animal Farm" due out in very soon , produced by Matt Terry and mixed by Gareth Cousins.
  • Clay Rogers & Partners Ltd
    Managing Director
    Clay Rogers & Partners Ltd Aug 1995 - Feb 2023
    Birmingham
    Ensure Clay Rogers maintains it's Professional standards and focus.
  • Clay Rogers & Partners Ltd
    Owner
    Clay Rogers & Partners Ltd Aug 1995 - Sep 2016
    Birmingham, West Midlands, United Kingdom
    Design strategy and run Professional Financial Advice Practice
  • Edwards Wealth Management Ltd
    Managing Director
    Edwards Wealth Management Ltd Aug 2006 - Sep 2016
    Birmingham, United Kingdom
    Edwards Wealth Management Ltd is the Financial Services arm of Edwards Accountants. It is an Appointed Representative of Clay Rogers & Partners Ltd.
  • Sedgwick Noble Lowndes (Now Mercer)
    Pensions Administrator
    Sedgwick Noble Lowndes (Now Mercer) 1982 - 1985
    Help administer Final Salary Pension Schemes

Mark Rogers Skills

Pensions Wealth Management Financial Advisory Financial Services Portfolio Management Investments Financial Planning Inheritance Tax Planning Strategic Financial Planning Retirement Planning Investment Strategies High Net Worth Individuals Asset Allocation Wealth Management Services Retirement Personal Finance Investment Advisory Income Protection Estate Planning Wealth Trusts Musicians Protection Financial Planners Fixed Annuities Critical Illness Savings Musicianship Employee Benefits Creative Writing Poetry Funding Pension Funds

Mark Rogers Education Details

Frequently Asked Questions about Mark Rogers

What company does Mark Rogers work for?

Mark Rogers works for Succession Wealth

What is Mark Rogers's role at the current company?

Mark Rogers's current role is Chartered Financial Planner-Succession Wealth.

What is Mark Rogers's email address?

Mark Rogers's email address is ma****@****ers.com

What is Mark Rogers's direct phone number?

Mark Rogers's direct phone number is +4479733*****

What schools did Mark Rogers attend?

Mark Rogers attended University Of Exeter, Bishop Vesey's Grammar School.

What are some of Mark Rogers's interests?

Mark Rogers has interest in Golf, Songwriting, Music, Birmingham City Fc.

What skills is Mark Rogers known for?

Mark Rogers has skills like Pensions, Wealth Management, Financial Advisory, Financial Services, Portfolio Management, Investments, Financial Planning, Inheritance Tax Planning, Strategic Financial Planning, Retirement Planning, Investment Strategies, High Net Worth Individuals.

Who are Mark Rogers's colleagues?

Mark Rogers's colleagues are Rocio Alcaraz Zamora, Nicole Aittahar Dipfa Mlibf, Alison King, Cfp Chartered Mcsi, Lucy Evans, Eve Wallbank Dip Pfs, Sarah Arbon, Matthew Danks.

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