meet our full step members

Our Trust and Estate Practitioners

CLIVE PONDER
BSc (Hons) CEng FIMMM TEP

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
BSc DipPFS TEP

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
LL.B (Hons) TEP

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
BA (Hons) DipPFS TEP

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
DipPFS TEP

Lucy Towey is a Practice Manager in IFA. 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.

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.