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  • our team
    independent financial advisors
  • financial advisor

    Dave Marler,
    FPFS

    CEO

    Dave is the company founder and CEO. He has been an Advisor for 25 years and is qualified as a Fellow of the PFS/CII. He has a passion for vegetarian cooking and was professionally trained in Lucy Wa’s kitchen. As well as cooking and eating, Dave spends his time open water swimming and walking his dogs.

  • financial advisor

    Dave Carter
    DipPFS

    Managing Director

    Dave joined the company in 2006, and since then has worked his way through the company to become the Managing Director. Dave has been giving professional advice since 2008 and has specialist knowledge of the pension and defined benefit market. In his spare time, Dave enjoys travelling the world and is a keen golfer.

  • financial advisor

    Tammy Bloxham APFS,
    Chartered Financial Planner

    Compliance Director

    Tammy joined the company in 2001 and is now Compliance Director. Since joining, Tammy has completed many professional qualifications and is now a Chartered Financial Planner. Meticulous in nature, Tammy’s role is to ensure that we comply with the rigorous standards set by the FCA. When not at work, you’ll find Tammy outdoors hunting for geocaches and eating cheese.

  • financial advisor

    Ryan Carter DipFA

    Advisor

    Ryan joined CMS Financial Management in 2012, shortly after gaining a BSc (Hons) Economics degree. Since then Ryan has gone on to complete his professional advisor qualification and is currently working alongside the CEO to further his development. Ryan competes in many endurance sporting events worldwide, such as triathlons, and is now working towards his first Iron Man event.

  • financial advisor

    Andy Morris

    Head of Private Clients

    Andy joined CMS Financial Management as Head of Private Clients in 2017, although he has over 20 years of experience within the financial services sector. Andy assists the Directors with delivering a high-quality service to all our clients. Outside of work Andy enjoys spending time with his 4 children, trips to the Theatre, visiting historical buildings and renovating properties.

  • financial advisor

    Hayley Smith

    Office Manager

    Hayley joined CMS Financial Management in 2018 as Office Manager, prior to which she worked within Financial Services for over 20 years. Hayley oversees the advice and administration process to make sure our Advisors and Clients have an excellent level of support. Outside of work, Hayley likes to bake and enjoy time with family and friends.

  • financial advisor

    Declan Malone

    Head of Corporate Clients

    Declan joined the company in 2007, and has progressed into his current role as Head of Corporate Clients; and Head of Dave Carter’s team. Prior to joining CMS, Declan gained over 15 years of administration experience. Outside of work, Declan likes spending time with his family and coaches his son’s football team.

  • financial advisor

    Andy Bowler

    Head of Dave Marler’s Team

    Andy joined CMS Financial Management in 2011 and progressed to his current role of Head of Dave Marler’s team in 2013. Andy has many years administration experience and is meticulous in his approach to work, priding himself on providing excellent customer service. In his spare time Andy plays in a local squash league and regularly plays 5-a-side football.

  • financial advisor

    Greig Ross

    Head of Client Servicing

    Greig joined CMS Financial Management in 2015 as a Financial Administrator, and has since progressed into his current role as Head of Client Servicing. Prior to joining CMS, Greig completed a BSc (Hons) Mathematics degree. Outside of work, Greig has a keen interest in fitness and enjoys regularly going to the gym.

  • financial advisor

    Connor Tustain

    Client Manager

    Connor joined CMS Financial Management in 2016. Since then, Connor has developed his knowledge and is now working as a Client Manager. Keen to become an Authorised Financial Advisor, Connor is currently working towards completing his professional qualifications. Outside of work, Connor is an avid football fan, who enjoys spending time with friends and family.

  • financial advisor

    Kriss Elsdon

    Client Manager

    Kriss joined CMS in 2017 as a Financial Administrator, following a career in Sales and Customer Service Management. Since then, Kriss has advanced to Client Manager and is currently studying towards becoming a Professional Financial Planner. In his spare time, Kriss enjoys live music and sporting events, especially an international rugby match at Twickenham.

  • financial advisor

    Administration Team

     

    Our large Administration Team supports our Advisors and each member has an excellent knowledge of financial products. Our team work closely with the advisors to ensure recommendations are actioned efficiently and accurately.

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.

Andy Crisp
Oxfordshire

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.

Bob Langton
Northamptonshire

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 plan.
I have no problem recommending them highly.

Mark Roberts
London

CONTACT US

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CMS Financial Management Ltd.
Prospect House, Baynards Green
Bicester, Oxfordshire OX27 7SG

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CALL US

01869 345588