Scarlett Marler

Chartered Financial Advisor

professionally

Scarlett is a highly skilled and committed Chartered financial advisor and Fellow of the Personal Finance Society who joined CMS as a graduate after gaining a bachelor’s degree in economics. Scarlett began her journey at CMS working within our investment team, before transitioning into giving advice. She continues to take a keen interest in the investment solutions available to her clients to ensure she can advise them in the best way possible.

Scarlett prides herself on establishing strong long-term relationships with her clients, working to develop and implement highly personalised plans to meet their needs. Scarlett is passionate about helping her clients achieve their personal goals, so they can enjoy a happy and stress-free retirement.

personally

On the weekend, Scarlett loves to get outdoors and go for long walks with her four-legged friends – often followed by a stop at the local pub.

Scarlett also loves to travel, and seek new adventures.

Scarlett in the spotlight

If I could be any fictional character, I would be:

Edna Mode from the Incredibles – she is super sassy, smart, and chic.

My favourite holiday destination is:

Barbados for a relaxing holiday, and a rum punch!

The three small things that make my day better are:

Fresh bedding, a car sing-along, and a good cup of coffee.

Meet the team

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    Alison Loder

    independent financial advisor

  • VIEW
    Andrew Roberts

    independent financial advisor

  • VIEW
    Andy Bowler

    training and development manager

  • VIEW
    Andy Morris

    independent financial advisor

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    Cameron Cunningham

    Administrator

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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 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

  • VIEW
    Mike Marler

    Chief Financial Officer

  • VIEW
    Neil O’Connell

    analyst

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    Nikki Charley

    Client Steward

  • VIEW
    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

  • VIEW
    Wayne Collard

    Chartered Financial Planner

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