Mike Marler

Chief Financial Officer

professionally

Mike has held various senior financial and management positions in a career spanning more than 40 years.

He is responsible for overseeing the finance and accounting functions within the CMS group.

personally

Mike is married with three children and four grandchildren.

He lives with his wife, Tracy, and his main interests are sports, fitness and spending time with his family.

Mike in the spotlight

On an ideal weekend, you can find me:

Watching football

The first album I bought was:

The Beatles / 1967-1970 (The Blue Album)

The three small things that make my day better are:

Sunshine, riding my bike, and visits from my family

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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    Andy Morris

    independent financial advisor

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    Cameron Cunningham

    Administrator

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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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    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 Burgess

    compliance manager

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    Baylee Cannon

    Independent Financial Advisor

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    Greig Ross

    independent financial advisor

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    Hayley Smith

    Chief People Officer

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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

    Administrator

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    James Andrews

    Paraplanner

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    Joe Morris

    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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    Lisa Armstrong

    Administrator

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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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    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

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