meet our senior staff

MEET OUR DIRECTORS 

  • Clive Ponder
  • BOB MASSEY
  • CHARLOTTE PONDER
  • SPENCER TATTAM
  • Andrew Houston

our senior staff

WILL CHILES PFS

Will is a Senior Technical Help Advisor who works in our Estate Planning Helpline Department. He has a degree and is an Affiliate Member of STEP. Furthermore, Will holds the Financial Planning Certificates.

RICHARD DAVIES

Richard is a Senior Legal Administrator who works in our Live Trust Department. He is a student Member of STEP.

KERRY MURPHY GCILEX

Kerry is a Technical Help Advisor who works in our Estate Planning Helpline Department. She has a Law Degree and she is an Affiliate Member of STEP.

JANET POLLARD

Janet is a Technical Help Advisor who works in our Estate Planning Helpline Department. She has a Degree and she is an Affiliate Member of STEP.

KINGA MUSIALIK LL.B ACILEx

Kinga is Technical Help Advisor who works in our Estate Planning Helpline Department. She has a Law Degree and she is an Associate Member of CILEX and an Affiliate Member of STEP.

JAMES FISHER DipPFS

James is an IFA qualified to DipPFS level and works in our IFA Department as a Financial Services Support. He is an Associate Member of STEP. 

CHAD NAGRA

Chad is a Senior Case Handler and a Probate Admin Manager who works in our Probate Department. He is an Affiliate Member of STEP.

SIAN STEPHENS

Sian is a Case Handler who works in our Probate Department. She is an Affiliate Member of STEP.

MACAULAY GRANT

Macaulay is a Probate Assistant who works in our Probate Department. He is an Affiliate Member of STEP.

ALEX JAMES DipPFS

Alex is an IFA qualified to DipPFS level and works in our IFA Department as a Financial Services Support. 

LAURA CUNNINGHAM

Laura is a Team Leader who works in our Live Trust Department. She has a Law Degree and she is an Affiliate Member of STEP.

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.