bespoke retirement and investment advice
We are independent financial advisors based in Oxfordshire, working with clients throughout the UK. We provide quality financial advice by creating personalised solutions to meet our clients expectations.
Learn moreAbout us
Since its origins in 1966, CMS Wealth Ltd has built up an excellent reputation for its high standard of service and extensive expertise. Our team of experienced financial advisors start by understanding your current challenges and future aspirations. We take an honest and practical look at your individual circumstances, as well as the challenges you face. We then work in partnership with you to help you achieve your long-term financial goals. When we recommend financial products, we will use our independence to select the right option from the whole of the market.
Meet the team

Paul Everitt
Paraplanner

Stephanie Nisbet
administrator

Surjit Johal
Paraplanner

Tom Batchelor
Paraplanner

Dave Marler
Founder

Mike Marler
Chief Financial Officer

Ryan Carter
Director

Tammy Bloxham
chief executive officer

Alison Loder
independent financial advisor

Andrew Roberts
independent financial advisor

Andy Morris
independent financial advisor

Connor Tustain
Independent Financial Advisor

Greig Ross
independent financial advisor

Kriss Elsdon
Chartered Financial Advisor

Scarlett Marler
independent financial advisor

Simon Hall
independent financial advisor

Andy Bowler
training and development manager

Anmol Johal
Administrator

Caroline Bancroft
finance assistant

Ciaran Cunnane
Administrator

Declan Malone
Corporate Benefits Consultant

Ellie Andrews
analyst

Gabrielle Wait
analyst

Georgia Tagg
compliance manager

Hayley Smith
Chief People Officer

Jade Bates
analyst

Jake Relton
administrator

Jake Crossley
Administrator

James Andrews
Paraplanner

Joe Morris
Administrator

Karen Thomas
receptionist

Kath Watkins
analyst

Neil O’Connell
analyst

Noah Morris
administrator

Paul Everitt
Paraplanner

Stephanie Nisbet
administrator

Surjit Johal
Paraplanner

Tom Batchelor
Paraplanner

Dave Marler
Founder

Mike Marler
Chief Financial Officer

Ryan Carter
Director

Tammy Bloxham
chief executive officer

Alison Loder
independent financial advisor

Andrew Roberts
independent financial advisor

Andy Morris
independent financial advisor

Connor Tustain
Independent Financial Advisor

Greig Ross
independent financial advisor

Kriss Elsdon
Chartered Financial Advisor

Scarlett Marler
independent financial advisor

Simon Hall
independent financial advisor

Andy Bowler
training and development manager

Anmol Johal
Administrator

Caroline Bancroft
finance assistant

Ciaran Cunnane
Administrator

Declan Malone
Corporate Benefits Consultant

Ellie Andrews
analyst

Gabrielle Wait
analyst

Georgia Tagg
compliance manager

Hayley Smith
Chief People Officer

Jade Bates
analyst

Jake Relton
administrator

Jake Crossley
Administrator

James Andrews
Paraplanner

Joe Morris
Administrator

Karen Thomas
receptionist

Kath Watkins
analyst

Neil O’Connell
analyst

Noah Morris
administrator

Paul Everitt
Paraplanner

Stephanie Nisbet
administrator

Surjit Johal
Paraplanner

Tom Batchelor
Paraplanner