Dave Marler
Dave founded the CMS group in 1997 and remains the majority shareholder. He has been instrumental in our development journey and remains committed to the business, its future, and its culture.
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Meet the team
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Alison Loder
independent financial advisor
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Andrew Roberts
independent financial advisor
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Andy Bowler
training and development manager
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Anmol Johal
Administrator
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Andy Morris
independent financial advisor
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Caroline Bancroft
finance assistant
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Ciaran Cunnane
Administrator
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Connor Tustain
Independent Financial Advisor
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Dave Marler
Founder
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David Carter
chief executive officer
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Declan Malone
Corporate Benefits Consultant
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Ellie Andrews
analyst
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Gabrielle Wait
analyst
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Georgia Tagg
compliance manager
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Greig Ross
independent financial advisor
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Hayley Smith
Chief People Officer
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Jade Bates
analyst
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Jake Relton
administrator
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Jake Crossley
Administrator
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James Andrews
Paraplanner
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Joe Morris
Administrator
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Karen Thomas
receptionist
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Kath Watkins
analyst
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Kriss Elsdon
Chartered Financial Advisor
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Mike Marler
Chief Financial Officer
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Neil O’Connell
analyst
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Noah Morris
administrator
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Paul Everitt
Paraplanner
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Ryan Carter
Chartered Financial Advisor
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Scarlett Marler
independent financial advisor
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Simon Hall
independent financial advisor
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Stephanie Nisbet
administrator
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Surjit Johal
Paraplanner
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Tammy Bloxham
chief risk officer
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Tom Batchelor
Paraplanner