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.
![](https://cmswealth.co.uk/wp-content/uploads/2021/02/David-Marler-e1715757060995-450x0-c-default.jpg)
Meet the team
![](https://cmswealth.co.uk/wp-content/uploads/2021/01/Alison-Loder-1-scaled-e1696946926677-400x0-c-default.jpg)
Alison Loder
independent financial advisor
![](https://cmswealth.co.uk/wp-content/uploads/2023/12/Andrew-Roberts-400x0-c-default.png)
Andrew Roberts
independent financial advisor
![](https://cmswealth.co.uk/wp-content/uploads/2022/01/Andy-Bowler-1-scaled-e1696946529712-400x0-c-default.jpg)
Andy Bowler
training and development manager
![](https://cmswealth.co.uk/wp-content/uploads/2021/01/Andy-Morris-2-e1696947126995-400x0-c-default.jpg)
Andy Morris
independent financial advisor
![](https://cmswealth.co.uk/wp-content/uploads/2021/02/Caroline-Bancroft-e1696947303560-400x0-c-default.jpg)
Caroline Bancroft
finance assistant
![](https://cmswealth.co.uk/wp-content/uploads/2021/02/Connor-Tustain-e1696947454129-400x0-c-default.jpg)
Connor Tustain
Independent Financial Advisor
![](https://cmswealth.co.uk/wp-content/uploads/2021/02/David-Marler-e1715757060995-400x0-c-default.jpg)
Dave Marler
Founder
![](https://cmswealth.co.uk/wp-content/uploads/2021/02/David-Carter-e1696947544327-400x0-c-default.jpg)
David Carter
chief executive officer
![](https://cmswealth.co.uk/wp-content/uploads/2021/01/Declan-Malone-1-scaled-400x0-c-default.jpg)
Declan Malone
Corporate Benefits Consultant
![](https://cmswealth.co.uk/wp-content/uploads/2021/01/3G6A3415-scaled-e1707804124454-400x0-c-default.jpg)
Ellie Andrews
analyst
![](https://cmswealth.co.uk/wp-content/uploads/2021/02/Gabrielle-Wait-e1696947977490-400x0-c-default.jpg)
Gabrielle Wait
analyst
![](https://cmswealth.co.uk/wp-content/uploads/2021/02/Georgia-Tagg-e1696948045234-400x0-c-default.jpg)
Georgia Tagg
compliance manager
![](https://cmswealth.co.uk/wp-content/uploads/2021/02/Greig-Ross-e1696948333607-400x0-c-default.jpg)
Greig Ross
independent financial advisor
![](https://cmswealth.co.uk/wp-content/uploads/2021/02/Hayley-Smith-e1696948670921-400x0-c-default.jpg)
Hayley Smith
Chief People Officer
![](https://cmswealth.co.uk/wp-content/uploads/2021/02/Jade-Bates-e1696948723116-400x0-c-default.jpg)
Jade Bates
analyst
![](https://cmswealth.co.uk/wp-content/uploads/2024/05/3G6A7322-scaled-e1715695999980-400x0-c-default.jpg)
Jake Crossley
Administrator
![](https://cmswealth.co.uk/wp-content/uploads/2021/02/Jake-Relton-e1696948831894-400x0-c-default.jpg)
Jake Relton
administrator
![](https://cmswealth.co.uk/wp-content/uploads/2021/02/James-Andrews-1-e1696948914704-400x0-c-default.jpg)
James Andrews
Analyst
![](https://cmswealth.co.uk/wp-content/uploads/2021/02/Karen-Thomas-e1696949079972-400x0-c-default.jpg)
Karen Thomas
receptionist
![](https://cmswealth.co.uk/wp-content/uploads/2021/02/Kath-Watkins-e1696949296854-400x0-c-default.jpg)
Kath Watkins
analyst
![](https://cmswealth.co.uk/wp-content/uploads/2021/02/Kriss-Elsdon-e1696949562940-400x0-c-default.jpg)
Kriss Elsdon
senior independent financial advisor
![](https://cmswealth.co.uk/wp-content/uploads/2023/02/Mike-Marler-e1696950007716-400x0-c-default.jpg)
Mike Marler
Chief Financial Officer
![](https://cmswealth.co.uk/wp-content/uploads/2023/02/Neil-OConnell-e1696950196776-400x0-c-default.jpg)
Neil O’Connell
analyst
![](https://cmswealth.co.uk/wp-content/uploads/2023/02/Noah-Morris-e1696950292173-400x0-c-default.jpg)
Noah Morris
administrator
![](https://cmswealth.co.uk/wp-content/uploads/2023/02/Paul-Everitt-e1696950326398-400x0-c-default.jpg)
Paul Everitt
analyst
![](https://cmswealth.co.uk/wp-content/uploads/2021/02/Ryan-Carter-e1696950414574-400x0-c-default.jpg)
Ryan Carter
senior independent financial advisor
![](https://cmswealth.co.uk/wp-content/uploads/2021/02/Scarlett-Marler-e1696950848686-400x0-c-default.jpg)
Scarlett Marler
independent financial advisor
![](https://cmswealth.co.uk/wp-content/uploads/2021/02/Simon-Hall-e1696951066661-400x0-c-default.jpg)
Simon Hall
independent financial advisor
![](https://cmswealth.co.uk/wp-content/uploads/2021/02/Steph-Nisbet-e1696951138319-400x0-c-default.jpg)
Stephanie Nisbet
administrator
![](https://cmswealth.co.uk/wp-content/uploads/2023/10/Surjit-Johal-scaled-e1696967489985-400x0-c-default.jpg)
Surjit Johal
analyst
![](https://cmswealth.co.uk/wp-content/uploads/2021/02/Tammy-Bloxham-e1696951177574-400x0-c-default.jpg)
Tammy Bloxham
chief risk officer
![](https://cmswealth.co.uk/wp-content/uploads/2021/02/Tom-Batchelor-e1696951222808-400x0-c-default.jpg)
Tom Batchelor
analyst