A wealth planner at adviser consolidator Succession Wealth has been appointed as committee president at the Chartered Institute for Securities & Investment (CISI).
Mark Rogers was appointed as president of the CISI Birmingham committee last month, replacing former president Andrew Porter after two years in the role.
Mr Rogers is a wealth planner at Succession Wealth, with the consolidator acquiring his own financial planning firm Clay Rogers & Partners Ltd in 2016.
He is also the chairman of the consolidator’s charitable arm, Succession Giving, and previously chaired the Birmingham branch of the Institute of Financial Planning (IFP).
Mr Rogers said: "I am honoured to be taking up the role from Andrew Porter who will be a very hard act to follow.
"Andrew has been a shining light in getting the committee to work with local schools, colleges and firms with a view to ensuring that local young people have the opportunities and the correctly designed education and career paths to get into and succeed in financial services."
He added: "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 to work together as we are all mutually independent."
Jim Winter, CISI head of UK business development, said: "We are extremely pleased to welcome Mark as president of our Birmingham committee, which has gone from strength to strength with almost 1,150 members."
rachel.addison@ft.com
