Our Advisers

Tim Clay Bsc (Hons) Cert PFS

Following a successful University degree course, Tim joined the financial services industry in early 1983. His first major move in 1985 was to establish the Financial Services subsidiary of a general insurance brokerage. During this period Tim gained a vast amount of experience in providing group scheme advice and practical wealth management solutions to owner managed businesses.

Tim established Clay Rogers Financial Management Ltd with Mark Rogers in 1995. In January 2006 Clay Rogers Financial Management Ltd merged with it's their sister company, C R Professional Ltd, to form Clay Rogers & Partners Ltd, which is authorised and regulated by the Financial Services Authority.

Tim works closely with corporate, matrimonial & private client solicitors.

Mark D Rogers BA (Hons) Cert PFS

After a successful academic career at Exeter University, Mark joined Employee Benefit specialists Noble Lowndes & Partners in 1982 and worked there for five years, spending time in both their Croydon and Birmingham offices. In 1987 Mark moved to the N Brown Group plc, eventually becoming Life & Pensions Director of the Birmingham Financial Services Division.

In 1995 Mark established Clay Rogers Financial Management Ltd with Tim Clay and after ten years merged with it's sister company, C R Professional Ltd, to form Clay Rogers & Partners Ltd, which is authorised and regulated by the Financial Services Authority.

During his career, Mark has developed a specialism in the Corporate, High Net Worth and Employee Benefits arena, particularly in devising exit strategies for Owner Managed businesses, asset allocation modeling for pension and private portfolios and the complex issues surrounding pensions and divorce.

Mark combines his client advisory role with being the Compliance Officer and Money Laundering Officer for Clay Rogers & Partners Ltd.

Gervase P Lancaster BSocSc (JT Hons) Cert PFS

After graduating from the University of Birmingham, Gervase entered the financial services industry in 1987 with Noble Lowndes & Partners, which later evolved into Sedgwick Independent Financial Consultants. During this time Gervase was active in providing advice to both corporate and personal clients based in the West Midlands. In April 2003 following a close working relationship with Nigel Willis, they joined the Clay Rogers Group, forming C R Professional Limited.

Gervase specialises in the areas of Pension Transfers, Flexible Retirement Options, Annuities, Investment and Wealth Preservation.

Richard Cresswell BSc (Hons) Dip PFS

Richard has a BSc (Hons) in Business Economics and Finance from Loughborough University and he gained his professional qualifications as an IFA on a Barclays graduate programme.

Richard joined the team at Clay Rogers in 2004 and has continued to gain further specialist financial planning qualifications and considerable experience working directly alongside one of the directors. He is a consultant specialising in personal financial planning for high net worth clients. Richard has also taken a key role in developing (the) mortgage services to clients of Clay Rogers.

Nigel Willis Dip PFS CeMap

Nigel began his career with Standard Chartered Bank operating overseas in Malaysia and the Gulf. From there he moved into Building Society management with Alliance & Leicester before becoming a Financial Adviser in 1985. In 1994 Nigel joined Sedgwick Noble Lowndes, which subsequently became Sedgwick Independent Financial Consultants. In April 2003, following a close working relationship with Gervase Lancaster, they joined the Clay Rogers Group, forming C R Professional Limited.

Nigel has been providing personal financial planning advice for over 24 years, an area in which he has gained a vast experience, which compliments his specialism: tax mitigation, retirement planning and provision for long tem care.