{"id":197,"date":"2021-08-19T10:12:08","date_gmt":"2021-08-19T09:12:08","guid":{"rendered":"https:\/\/ctt-group.co.uk\/private-client\/?page_id=197"},"modified":"2024-04-23T14:16:43","modified_gmt":"2024-04-23T13:16:43","slug":"meet-the-team","status":"publish","type":"page","link":"https:\/\/ctt-group.co.uk\/private-client\/meet-the-team\/","title":{"rendered":"Meet the Team"},"content":{"rendered":"
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\n\t\t\t\t\t\t\t\t\t\t\t

Bob Massey<\/h3>\n\t\t\t

DIRECTOR – CTT PRIVATE CLIENT<\/strong>\u00a0\u2022 BSc DipPFS TEP<\/p>\n

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Bob started his career\u00a0in\u00a01983 as a Financial Advisor<\/a>;\u00a0after sailing through Sales Management\u00a0and\u00a0becoming the youngest ever Branch Manager for L&G at the age of 29, Bob has the\u00a0expertise, attitude and skills\u00a0to run his teams and advise clients on taxation and trusts.\u00a0<\/span>\u00a0<\/span><\/p>\n<\/div>\n

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Bob continues to work as an IFA and a Practising Trust and Estate Practitioner, TEP and believes that building a\u00a0trusted\u00a0relationship with their clients, coupled with the ability to\u00a0problem-solve\u00a0effectively,\u00a0will\u00a0help them\u00a0to\u00a0exceed their clients\u2019 expectations.\u00a0<\/span>\u00a0<\/span><\/p>\n<\/div>\n

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Bob works as one of the Founders and Directors and<\/span>\u00a0became a nationally recognised centre of excellence for\u00a0services\u00a0to their clients, protecting wealth and assets efficiently and effectively for their\u00a0families.\u00a0<\/span>\u00a0<\/span><\/p>\n<\/div>\n<\/div>\n

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Bob\u2019s mantra for all is,\u00a0\u201cLet\u2019s just exceed expectations of our clients in the services we offer.\u201d\u00a0<\/span>\u00a0<\/span><\/p>\n<\/div>\n\n\t\t\t\t\t<\/div>\n\t<\/div>\n\t<\/div>\n<\/div>\n\n\n

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Expertise \/ Service \/ Valued \/ Family \/ Empathy \/ Trusted \/ Delivers\u00a0 <\/span>Practical \/ Long-Term \/ Exceed Expectations<\/p>\n\n\t<\/div>\n\t<\/div>\n<\/div>\n\n\n

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\n\t\t\t\t\t\t\t\t\t\t\t

Lucy Miles<\/h3>\n\t\t\t

DIRECTOR – CTT PRIVATE CLIENT <\/strong>\u2022 DipPFS TEP<\/p>\n

With 12 years\u2019 experience in the Tax and Trust space, Lucy has worked on a multitude of different teams, ranging from the Drafting team, to Probate and then to the Private Client team. Over this time Lucy has achieved her Diploma in Regulated Financial Planning and, later, Trust and Estates Practitioner. Lucy\u2019s a forward-thinking and client-focused individual with a friendly and reliable approach to learning about their experiences and why they are in the position they find themselves in today and getting to know them on a personal level.<\/p>\n

Whether a client is long-standing or those who only require one piece of advice, they can leave our office or conversation with the comfort of knowing that they are in safe hands and that we are available to assist them in other areas.<\/p>\n\n\t\t\t\t\t<\/div>\n\t<\/div>\n\t<\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"","protected":false},"author":1,"featured_media":100000836,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"inline_featured_image":false,"footnotes":""},"acf":[],"yoast_head":"\nMeet the Team - CTT Private Client<\/title>\n<meta name=\"description\" content=\"Our highly skilled team specialises in Wealth Management Services. 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