Joshua O’Dell

Administrator

professionally

Joshua joined CMS Wealth with more than eight years’ experience in financial services, working in client-facing roles. Throughout his career, he has been committed to delivering clear, considered support and maintaining a strong focus on client outcomes.

Joshua supports our advisors with a wide range of administrative tasks, helping to ensure clients receive an efficient and seamless service. His attention to detail, communication skills, and dedication to providing excellent client support make him a valued member of the CMS Wealth team.

personally

Outside of work, Joshua enjoys leading an active lifestyle. He regularly keeps fit through gym training and plays badminton every Saturday morning. He is also a keen football fan and enjoys watching films.

When he’s not exercising or following sport, Joshua enjoys spending time with his partner, often exploring the countryside and making the most of the local walks around their village.

Joshua in the spotlight

On an ideal weekend, you can find me:

Playing Badminton on a Saturday morning, followed by watching the football during the day and a film with my partner during the evening. Going for a run first thing Sunday morning then a walk to the pub for a roast dinner, closed out by watching the F1

The first album I bought was:

Justified – Justin Timberlake

My pet peeve is:

Washing and drying the air fryer trays

Meet the team

  • VIEW
    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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    Andy Morris

    independent financial advisor

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    Baylee Cannon

    Independent Financial Advisor

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    Cameron Cunningham

    Financial Planning Associate

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    Caroline Bancroft

    finance assistant

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    Charlotte Taylor

    Administrator

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    Ciaran Cunnane

    Administrator

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    Connor Tustain

    Independent Financial Advisor

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    Curtis Green

    Administrator

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    Dave Marler

    Managing Founder

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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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    Helen Stevens

    Paraplanner

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    Hugh Twigg

    Independent Financial Advisor

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    Jade Bates

    analyst

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    Jake Relton

    administrator

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    Jake Crossley

    Financial Planning Associate

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    James Andrews

    Paraplanner

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    Joe Morris

    Administrator

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    Joshua O’Dell

    Administrator

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    Julian Palmer

    Chartered Financial Planner

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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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    Lisa Armstrong

    Administrator

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    Mike Marler

    Chief Financial Officer

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    Neil O’Connell

    analyst

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    Nikki Charley

    Client Steward

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    Noah Morris

    Analyst

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    Paul Everitt

    Paraplanner

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    Ryan Carter

    Director

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    Scarlett Marler

    Chartered Financial Advisor

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    Simon Hall

    independent financial advisor

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    Stephanie Nisbet

    administrator

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    Surjit Johal

    Analyst

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    Tammy Bloxham

    chief executive officer

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    Tom Batchelor

    Independent Financial Advisor

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    Wayne Collard

    Chartered Financial Planner