Our Trust and Estate Practitioners
CLIVE PONDER TEP
BSc (Hons) CEng FIMMM
Clive Ponder is our Company Director. He is a full member of the Society of Trust and Estate Practitioners and has completed the STEP Diploma.
BOB MASSEY TEP
BSc DipPFS
Bob Massey is our Company Director. He is a full member of the Society of Trust and Estate Practitioners and has completed the STEP Diploma. He is also an IFA qualified to DipPFS level.
CHARLOTTE PONDER TEP
LL.B (Hons)
Charlotte Ponder is our Legal Director and previously trained and qualified as a Solicitor. She is a full member of the Society of Trust and Estate Practitioners and has completed the STEP Diploma. Additionally, she is a member of FLBA and CHBA.
SPENCER TATTAM TEP
BA (Hons) DipPFS
Spencer Tattam is our Technical Director. He is a full member of the Society of Trust and Estate Practitioners and has completed the STEP Diploma. Furthermore, he is an IFA qualified to DipPFS level.
LUCY TOWEY TEP
DipPFS
Lucy Towey is a Practice Manager. She is a full member of the Society of Trust and Estate Practitioners and has completed the STEP Diploma, As well as this, she is an IFA qualified to DipPFS level.
ANDREW DRAKES TEP
Andrew Drakes is a Technical Help Advisor. He is a full member of the Society of Trust and Estate Practitioners and has completed the STEP Diploma.
JAMES FISHER TEP
DipPFS
James Fisher works as a Financial Services Support. He is a full member of the Society of Trust and Estate Practitioners and has completed the STEP Diploma. As well as this, he is qualified to DipPFS level.
All of our Full Members of STEP have successfully completed the STEP Diploma in Trusts and Estates (England and Wales).
All of our Affiliate Members of STEP have successfully completed a Certificate in Trusts and Estates.
