STEP Members

Clive Ponder TEP

Director

Clive graduated university in 1974 with a first-class degree in Mining Engineering, from there he joined the National Coal Board where he progressed through the line management ranks and became Colliery General Manager in 1986.

At the age of 36, Clive was appointed as General Manager of Markham Colliery in Derbyshire. After leaving the mining industry Clive wanted to take a completely different career route and joined a company taking instructions for wills and associated documents.

Over fifteen years ago, Clive set up his own company taking instructions for and processing wills and associated documents for his own clients. As well as his own work Clive was approached by a number of national organisations to train their staff and process all of their documentation. From this period Clive’s company has written tens and thousands of client wills and maintain these in secure storage.

Bob Massey TEP

Director

Charlotte 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

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

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

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.