With over 40 years’ experience in the industry, CTT director Bob Massey is a leading expert in the field of taxation and trusts.
Launching his career as a Financial Advisor in 1983, Bob became the youngest ever branch manager of Legal and General, aged 29. Since then, his goal of delivering a holistic service that smooths the way to better financial and estate planning support led him to set up CTT in 2003, alongside fellow director Clive Ponder.
20 years on, CTT is a nationally recognised centre of excellence, with Bob continuing to work as an IFA and a Practising Trust and Estate Practitioner (TEP) at the helm of CTT’s Private Client.
The recent recipient of a Chamber of Commerce award for his service to the sector, Bob insists the secret to success is a tireless desire to improve and deliver. He prides himself on captaining a thinktank of extraordinary practitioners, all of whom bring something special to the table, offering new ideas and approaches to push industry standards forward and improve CTT Private Client’s elite services.
Making financial planning accessible and easy for clients to understand is the driving force behind Bob’s approach to the services and advice his team provide directly to clients and the same for the professional partners of the group in helping them to keep their clients. His individual, tailored service and step-by-step guidance allows clients to gain real insight into the bespoke strategies he employs while enjoying tangible financial growth and greater peace of mind.
He believes that alongside skills and knowledge, listening to clients and understanding their needs is one of the most important qualities of an advisor. Bob’s ability to empathise with his clients and his willingness to spend time getting to know them, sets him apart as one of the leading practitioners providing expert advice to the country’s high-net-worth individuals. His priority is always to provide solutions, not sell products, while offering services that see him continuing to work with clients through the generations.
