Mark Rogers - Managing director - Clay Rogers & Partners
Funds under advice
Recurring income %
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.
Seven Investment Management
Who is your inspiration?
What is your soapbox issue?