Mark Rogers ACSI is a wealth planner at Succession Wealth, which acquired his Financial Planning firm, Clay Rogers & Partners Ltd, in 2016.
He has worked the financial services profession for 37 years and has been involved in the CISI Birmingham West Midlands Branch Committee having previously been chair of the Birmingham Institute of Financial Planning Branch.
He is also chair of Succession Giving which is the National Charitable Arm of Succession Wealth, aiming to raise cash for the company’s various charities.
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.
“Andrew’s work on the education committee has been second to none.
“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.
“The launch of the Birmingham Young Professionals Networking Community will form part of this overall strategy.”
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.
“We look forward to supporting Mark during 2019.”