Bob Massey TEP
BSc DipPFS
Director
Bob started his career in 1983 as a Financial Advisor; after sailing through Sales Management and becoming the youngest ever Branch Manager for L&G at the age of 29, Bob has the expertise, attitude and skills to…
Find out moreBob Massey TEP
Director
Bob started his career in 1983 as a Financial Advisor; after sailing through Sales Management and becoming the youngest ever Branch Manager for L&G at the age of 29, Bob has the expertise, attitude and skills to run his teams and advise clients on taxation and trusts.
Bob continues to work as an IFA and a Practising Trust and Estate Practitioner, TEP and believes that building a trusted relationship with their clients, coupled with the ability to problem-solve effectively, will help them to exceed their clients’ expectations.
Bob works as one of the Founders and Directors and became a nationally recognised centre of excellence for services to their clients, protecting wealth and assets efficiently and effectively for their families.
Bob’s mantra for all is, “Let’s just exceed expectations of our clients in the services we offer.”
Charlotte Ponder TEP
LL.B (Hons)
Legal Director
Charlotte was appointed as the Legal Director in 2017 and holds a key responsibility in overseeing the running of the Processing and Admin Teams as well as ensuring that the day-to-day operations…
Find out moreCharlotte Ponder TEP
Legal Director
Charlotte was appointed as the Legal Director in 2017 and holds a key responsibility in overseeing the running of the Processing and Admin Teams as well as ensuring that the day-to-day operations run smoothly across the company.
Charlotte became a full TEP in 2017 following completion of the STEP Diploma in Advising Vulnerable Clients, and she now regularly speaks at industry events and attends meetings with key stakeholders in the legal sector such as the Law Commission.
Spencer Tattam TEP
BA (Hons) DipPFS
Technical Director
A Financial Adviser with over a decade of professional experience, Spencer has developed a career driving technical innovation within the financial planning and estate planning industry. Appointed Technical Director of CTT in…
Find out moreSpencer Tattam TEP
Technical Director
A Financial Adviser with over a decade of professional experience, Spencer has developed a career driving technical innovation within the financial planning and estate planning industry. Appointed Technical Director of CTT in 2017, Spencer has developed a reputation for technical expertise and is a renowned presenter throughout the industry.
He is a full member of the Society of Trust and Estate practitioners with a STEP Diploma in Trusts and Estates in addition to being an IFA qualified to the DipPFS level.
Spencer is highly regarded by his industry peers and widely respected for his innovative solutions and friendly, approachable nature. He enjoys nothing more than furthering the solutions developed for a wider audience of clients and is heavily involved in the technical development of the market-leading Legacy software.
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…
Find out moreLucy Towey TEP
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.
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…
Find out moreJames Fisher TEP
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.