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Five Minute Adviser Profile: Mark Rogers of Clay Rogers & Partners

Adviser Mark Rogers on the importance of taking on professional and like-minded staff.

Five Minute Adviser Profile: Mark Rogers of Clay Rogers & Partners

Mark Rogers - Managing director - Clay Rogers & Partners

Funds under advice

£300 million

Recurring income %

65%

What is your greatest achievement to date?

Creating a fee-based financial planning practice that can be truly classed as professional, with like-minded, suitably qualified people and which is ahead of the game in terms of the retail distribution review.

Aims for 2012

To remain profitable, take on like-minded, professionally-orientated staff. To contribute to the ongoing professionalism of the industry and increase the percentage of recurring income.

Favourite platform

Seven Investment Management

Who is your inspiration?

Paul Etheridge

What is your soapbox issue?

Sales-based advice

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