Stephanie Nisbet

administrator

professionally

Steph is one of our administrators and has worked in the financial industry for over 15 years. Steph joined CMS in the service proposition team in 2020.

Day-to-day, her role usually involves submitting applications, preparing policy information for reports, and monitoring ongoing cases.

personally

Outside of work, Steph is a proud dog mum to four springer spaniels.

She also enjoys cooking and has a vast collection of  PenDelfin figures.

Stephanie in the spotlight

On an ideal weekend, you can find me:

Walking my dogs, spending time with my family, enjoying a few drinks in the pub

The three people at my dream dinner party would be:

Jeremy Clarkson, Agatha Christie, and David Attenborough

The three small things that make my day better are:

My dogs greeting me in the morning, an evening meal to look forward to, and my husband and son returning from work

Meet the team

  • VIEW
    Alison Loder

    independent financial advisor

  • VIEW
    Andrew Roberts

    independent financial advisor

  • VIEW
    Andy Bowler

    training and development manager

  • VIEW
    Andy Morris

    independent financial advisor

  • VIEW
    Cameron Cunningham

    Administrator

  • VIEW
    Caroline Bancroft

    finance assistant

  • VIEW
    Ciaran Cunnane

    Administrator

  • VIEW
    Connor Tustain

    Independent Financial Advisor

  • VIEW
    Curtis Green

    Administrator

  • VIEW
    Dave Marler

    Managing Founder

  • VIEW
    Declan Malone

    Corporate Benefits Consultant

  • VIEW
    Ellie Andrews

    analyst

  • VIEW
    Gabrielle Wait

    analyst

  • VIEW
    Georgia Burgess

    compliance manager

  • VIEW
    Baylee Cannon

    Independent Financial Advisor

  • VIEW
    Greig Ross

    independent financial advisor

  • VIEW
    Hayley Smith

    Chief People Officer

  • VIEW
    Hugh Twigg

    Independent Financial Advisor

  • VIEW
    Jade Bates

    analyst

  • VIEW
    Jake Relton

    administrator

  • VIEW
    Jake Crossley

    Administrator

  • VIEW
    James Andrews

    Paraplanner

  • VIEW
    Joe Morris

    Administrator

  • VIEW
    Julian Palmer

    Chartered Financial Planner

  • VIEW
    Karen Thomas

    receptionist

  • VIEW
    Kath Watkins

    analyst

  • VIEW
    Lisa Armstrong

    Administrator

  • VIEW
    Kriss Elsdon

    Chartered Financial Advisor

  • VIEW
    Mike Marler

    Chief Financial Officer

  • VIEW
    Neil O’Connell

    analyst

  • VIEW
    Nikki Charley

    Client Steward

  • VIEW
    Noah Morris

    Analyst

  • VIEW
    Paul Everitt

    Paraplanner

  • VIEW
    Ryan Carter

    Director

  • VIEW
    Scarlett Marler

    Chartered Financial Advisor

  • VIEW
    Simon Hall

    independent financial advisor

  • VIEW
    Stephanie Nisbet

    administrator

  • VIEW
    Surjit Johal

    Analyst

  • VIEW
    Tammy Bloxham

    chief executive officer

  • VIEW
    Tom Batchelor

    Independent Financial Advisor

  • VIEW
    Wayne Collard

    Chartered Financial Planner

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