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.
professionally
Dave founded the CMS Group of Companies from his garage in May 1997, driven by a vision to build a strong, client-centric financial services firm.
Dave is a Fellow of the Personal Finance Society, which is the highest level of professional achievement within the financial planning industry. With over 30 years of experience in financial services, he brings a wealth of expertise and leadership to the firm.
While he no longer works directly with clients, his focus is on the growth and development of CMS’s advice team and the continued expansion and proficiency of the CMS Group as the most outstanding provider of financial advice in the UK
personally
The big 3 interests in Dave’s life are fitness, food and football.
A healthy lifestyle is very important to Dave, and keeping his physical welfare balanced and strong helps him to focus on his professional objectives. He is equally aware of his holistic wellbeing and the need for creating space to spend quality time with his family.
These goals are equally important for all employees at CMS Wealth Ltd regardless of individual responsibilities.
Dave loves eating good food and this has led to a passion for being in the kitchen creating dishes with nutritious ingredients.
As a competitive person, Dave loves professional sport and football in particular. He has the good fortune of being blessed with Ipswich town as his football team!
Dave in the spotlight
The three qualities that draw me to new people are:
A positive attitude, brutal honesty and knowing their subject.
If I could be any fictional character, I would be:
Fred from Scooby Doo – never flustered.
The three people at my dream dinner party would be:
Richard Branson – role model, David Mitchell – my humour, Milla Jovovich – zombie killing.
