CMS Wealth

We are independent financial advisors based in Oxfordshire, working with clients throughout the UK. We provide financial advice by creating personalised solutions to meet our clients' needs.
  • Trust provision
  • Investment advice
  • Protection advice
  • Employee benefits
  • Corporate protection
  • Group pension schemes
  • Inheritance tax planning
  • Wills and estate planning
  • Bespoke retirement planning
Size
Small
Phone
01869 345588
Website
cmswealth.co.uk
Email
Available in Endole App
Locations
Upper Aynho Grounds, Courtyard Office 3 Ockley Barn, OX17 3AY
01869345588
8:30 - 17:30
Digital Popularity
Social Media
Company Details
CMS Wealth is operated by CMS Wealth Ltd and is a Active company incorporated on 29 May 2012 with the registered office located in Banbury, Northamptonshire. CMS Wealth Ltd was registered 13 years ago.
Status
Active
Size
Small
Directors
5
Age
13 years old
Employees
35
Turnover
Unreported
Total Assets
£964.87K
Cash in Bank
£639.28K
Total Liabilities
-£437.55K
David Keith Marler
Director • British • Lives in England • Born in May 1967
David Kenneth Carter
Director • British • Lives in UK • Born in Jun 1986
Ryan Adam Carter
Director • British • Lives in England • Born in Apr 1992
Mrs Julie Joan Wigg
Director • British • Lives in England • Born in Feb 1967
Tammy Louise Bloxham
Director • British • Lives in England • Born in Aug 1978
Chase Financial Holdings Ltd
PSC
More information on CMS Wealth Ltd
Teams
All
19
Finance
13
Consulting
9
Management
5
Administration
4
Dave Marler
Founder And Director • Joined Apr 2017
Tammy Bloxham APFS Chartered Financial Planner
Chief Executive Officer • Joined Apr 2025
Hayley Smith, Assoc Cipd
Chief People Officer • Joined Oct 2018
Georgia Tagg
Compliance Manager • Joined Jul 2023
Surjit Johal Dippfs, Cert Cii
Analyst • Joined Mar 2022
James Andrews Dippfs
Review Coordinator • Joined May 2019
Ellie Andrews
Finance Administrator • Joined Mar 2018
Jake Crossley
Financial Administrator • Joined Apr 2024
Gabrielle Wait
Financial Services Administrator • Joined Feb 2021
Surjit Johal Dippfs, Cert Cii
Analyst • Joined Mar 2022
Ellie Andrews
Finance Administrator • Joined Mar 2018
Jake Crossley
Financial Administrator • Joined Apr 2024
Gabrielle Wait
Financial Services Administrator • Joined Feb 2021
Declan Malone
Corporate Benefits Consultant • Joined Mar 2007
Scarlett Ami Marler Dippfs
Independent Financial Advisor • Joined Dec 2020
Connor Tustain Dippfs
Independent Financial Advisor • Joined Dec 2020
Andrew Roberts
Independent Financial Advisor • Joined Mar 2021
Andy Morris
Independent Financial Advisor • Joined Dec 2020
Dave Marler
Founder And Director • Joined Apr 2017
Tammy Bloxham APFS Chartered Financial Planner
Chief Executive Officer • Joined Apr 2025
Hayley Smith, Assoc Cipd
Chief People Officer • Joined Oct 2018
Georgia Tagg
Compliance Manager • Joined Jul 2023
Ryan Carter - Chartered Financial Advisor
Senior Advisor • Joined Dec 2020
James Andrews Dippfs
Review Coordinator • Joined May 2019
Ellie Andrews
Finance Administrator • Joined Mar 2018
Jake Crossley
Financial Administrator • Joined Apr 2024
Gabrielle Wait
Financial Services Administrator • Joined Feb 2021
Declan Malone
Corporate Benefits Consultant • Joined Mar 2007
Scarlett Ami Marler Dippfs
Independent Financial Advisor • Joined Dec 2020
Connor Tustain Dippfs
Independent Financial Advisor • Joined Dec 2020
Andrew Roberts
Independent Financial Advisor • Joined Mar 2021
Andy Morris
Independent Financial Advisor • Joined Dec 2020
Simon Hall - Dippfs
Financial Advisor • Joined Aug 2021
Tom Batchelor
Paraplanner • Joined Jan 2025
Kriss Elsdon APFS
Chartered Financial Planner • Joined Nov 2023
Ryan Carter - Chartered Financial Advisor
Senior Advisor • Joined Dec 2020
View 19 members