We are delighted to welcome Piers Rogers to Real Wealth Partners as a Financial Planner.

Piers joins us from Forvis Mazars and will be based in our Manchester office, supporting clients across the North West and beyond.

Since entering the profession, Piers has developed particular expertise advising professionals, with a strong focus on the medical sector, helping clients navigate complex financial decisions with confidence and clarity.

At Real Wealth, Piers is looking forward to expanding his focus to include technology professionals and business owners across the UK. As one of the country’s fastest-growing sectors, technology presents unique financial planning opportunities and challenges, from equity remuneration and business growth through to long-term wealth creation and financial independence.

Piers was attracted to Real Wealth by our ambition to build a modern financial planning business where exceptional advisers are supported by innovative technology, enabling them to spend more time doing what matters most: building trusted relationships and helping clients live richer, more fulfilling lives.

Commenting on his appointment, Piers said:

“Real Wealth is incredibly well positioned to support technology professionals because of its commitment to innovation and the intelligent use of technology throughout the client journey. The Wealth Portal provides a powerful, data-driven experience that helps simplify financial planning while giving clients greater visibility and control over their finances.

What really attracted me, however, was that technology isn’t replacing the adviser relationship—it’s enhancing it. By automating administration and improving the client experience, it allows me to spend more time understanding what really matters to clients and delivering advice that creates genuine long-term value.”

Mike Toole, Managing Director of Real Wealth Partners, said:

“One of the biggest strategic challenges facing our profession is succession. While many firms are rightly focused on how they replace retiring advisers, we’re focused on creating an environment where exceptional new generation advisers choose to build their careers. That’s how we’ll create a business that lasts for generations.

Piers’ appointment is another step on that journey. He is an ambitious planner who shares our belief that great financial planning combines trusted human relationships with intelligent technology to deliver exceptional client outcomes. We believe advisers like Piers will shape the future of our profession, and we’re delighted he has chosen to build that future with Real Wealth.”

Piers’ appointment forms part of Real Wealth’s continued investment in attracting outstanding advisers who share our ambition to build one of the UK’s most trusted financial planning communities. By combining experienced advisers with the next generation of talent, we’re creating a business designed to serve clients, develop careers and thrive for decades to come.