Dave has over 20 years experience within financial services, with the majority of his working life advising clients independently.
Dave became Managing Director of CMS Financial Management Ltd in 2007.
Previous to this he has 6 further years experience as a Director of an FSA authorised company.
Dave has studied to degree standard in economics, and specialises in retirement planning, holding the advanced pension qualification and the premier professional title of Chartered. His objective is to assist his clients in obtaining their financial goals.
Tammy has been in financial services all her working life and has a passion for helping clients understand their policies and financial plans.
Tammy has steadily gained several professional qualifications over her career and likes to keep up to date with all the many changes in our industry. In 2012, Tammy achieved the premier professional title of Chartered.
Meticulous in nature, Tammy’s role is to ensure that we comply with the rigorous standards set by the Financial Conduct Authority. This involves supervising and training our staff to the highest standards, to make sure our clients receive the best possible service
Dave has been in financial services since 2004, joining CMS Financial Management in 2006 before moving into advising clients on an independent basis since 2008.
Dave became a Director of CMS Financial Management Ltd in 2010.
Dave enjoys meeting with clients across the UK in order to understand their unique circumstances, before creating a bespoke financial plan to meet their personal objectives. Dave specialises in pension planning solutions, both retirement planning and at retirement options, for private and corporate clients. He holds the advanced pension qualification. He enjoys spending time with clients to fully appreciate their needs in order to meet their long term plans.
Amy graduated in 2007 with a BA (Hons) Business Management degree. Having decided to pursue a career in financial services, Amy joined CMS Financial Management Ltd in June 2008.
At present, Amy has a large involvement in the majority of the non investment work at CMS Financial Management Ltd, specialising in those areas which relate to individual protection and corporate employee benefits.
Often out visiting clients and meeting with employers and their staff, Amy communicates in a simple and easy to understand manner. She enlightens staff to how their employer sponsored arrangements can be of benefit to them.
Julie has been a Director of CMS Financial Management Ltd since 2007, and has been involved in a controlling Financial Services companies for over 10 years. Julie has a degree in both Graphic Design and Fine Art and has a keen eye for detail.
At CMS Financial Management she oversees many internal non-advice functions, and is passionate about ensuring the company adheres to the principles of treating customers fairly.
Declan has worked in administration for over 20 years, with the past 7 years spent in financial services at CMS Financial Management Ltd.
In his role as Head of Corporate Clients, Declan has the responsibility for maintaining high standards of all corporate client administration work and the processing of new group pension schemes. He works closely with the employers to ensure the process runs efficiently and that they have all the information they require for staff communication.
Ryan joined CMS two years ago as a graduate in Business Economics. He has acheived his Diploma for Financial Advisors and is gaining as much experience as possible while working towards his goal of becoming an Indepedent Financial Advisor.
Our administration team has over 70 years experience within financial services, each member having an excellent knowledge of products and FCA regulation. The administration team’s primary goal is to provide outstanding
service to our clients.
They work closely with the advisors to ensure recommendations are actioned efficiently and accurately, in order to allow the advisors to concentrate on their roles in providing high quality independent financial advice.
I have used the services of CMS for many years now and trust them impeccably with decisions they have made with my personal pension plans. They explain everything in layman terms making the pension world easier and more logical to understand. A friendly and highly recommended service that I am happy to refer to my friends.
I was first recommended to CMS Financial Management by my longstanding company accountant and it couldn’t have been a better recommendation. Dave Marler and his team have been exceptionally helpful if assisting with my financial planning and that of my wife. They have provided a service above our expectations and have delivered for us what was said on the tin. I continue to have great confidence in the regular advice that we receive.
CMS Financial Services have always provided a professional service and made sure I was aware of any ‘Hidden Extras’. They consolidated my pensions and managed to wind up a quite complex old pension pension plan.
I have no problem recommending them highly.
CMS Financial Management Ltd.
Prospect House, Baynards Green
Bicester, Oxfordshire OX27 7SG