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
Dave Marler
Managing Founder
Mike Marler
Chief Financial Officer
Ryan Carter
Chief Operating Officer
Scarlett Marler
Chief Strategy Officer
Tammy Bloxham
chief executive officer
Alison Loder
Financial Planner
Andrew Roberts
Financial Planner
Andy Morris
Financial Planner
Baylee Cannon
Financial Planner
Cameron Cunningham
Financial Planner
Connor Tustain
Financial Planner
Greig Ross
Financial Planner
Hugh Twigg
Financial Planner
Julian Palmer
Chartered Financial Planner
Kriss Elsdon
Chartered Financial Planner
Nikki Charley
Client Steward
Simon Hall
Financial Planner
Tom Batchelor
Financial Planner
Wayne Collard
Chartered Financial Planner
Andy Bowler
training and development manager
Caroline Bancroft
finance assistant
Charlotte Taylor
Associate Financial Planner
Ciaran Cunnane
Administrator
Curtis Green
Administrator
Declan Malone
Corporate Benefits Consultant
Ellie Andrews
analyst
Gabrielle Wait
analyst
Georgia Tagg
compliance manager
Hayley Smith
Chief People Officer
Helen Stevens
Paraplanner
Jade Bates
analyst
Jake Relton
administrator
Jake Crossley
Associate Financial Planner
James Andrews
Paraplanner
Joe Morris
Administrator
Karen Thomas
receptionist
Kath Watkins
analyst
Neil O’Connell
analyst
Noah Morris
Analyst
Pablo Martinez
administrator
Paul Everitt
Paraplanner
Poppy Spencer
administrator
Stephanie Nisbet
administrator
Surjit Johal
Analyst