Succession financial planner and former New Model Adviser® profile star Mark Rogers has been appointed president of the Chartered Institute for Securities & Investment (CISI) Birmingham committee.
Rogers (pictured) will lead financial planning iniatives for 1,150 members of the CISI Birmingham branch.
Rogers previously served a stint as chairman of the Birmingham branch of the CISI's predecessor, the Institute of Financial Planning (IFP).
He will take over as the CISI's Birmingham president Andrew Porter, financial planner with Barclays Wealth & Investment Management.
Rogers said he will continue Porter's initiatives in local schools and colleges. 'My aim is to continue this work and also to extend the voice of financial planners throughout the region, as I believe it is important for all financial services professionals, including investment managers, wealth planners and financial planners to work together as we are all mutually independent,' he said.
He joined Succession in September 2016 when the national advice firm bought his Birmingham-based financial planning business Clay Rogers & Partners in a deal worth up to £10 million. In an article for New Model Adviser® after the acquisition was announced, Rogers said he believed Succession was chosen because it followed many of the IFP's processes.