Dave Marler

chief executive officer


Dave is the founder and ceo of CMS Wealth, with 25 years of experience working with clients to create financial plans.

Currently, Dave manages the ongoing development of the companies that make up the CMS group.

He also works closely with our advisors to improve clients’ experiences and deliver the best outcomes for them.


Outside of work, Dave appreciates some downtime to relax and recharge his batteries.

He regularly attends live sports, particularly team sports, and stays fit with cycling and swimming.

Dave also has a strong passion for vegetarian cooking. He’s certain that if it was an Olympic sport, he’d win a gold medal every time.

Dave in the spotlight

On an ideal weekend, you can find me:

Having an easy Saturday watching sport with friends. Sunday is a family day, getting out with my wife Julie to see more of Oxfordshire.

The three people at my dream dinner party would be:

Alexander the Great, Dick Dastardly, Emmeline Pankhurst

The three small things that make my day better are:

Achieving my to-do list, going for a swim, meeting interesting people