{"id":414,"date":"2021-08-05T11:26:38","date_gmt":"2021-08-05T10:26:38","guid":{"rendered":"https:\/\/ctt-group.co.uk\/?page_id=414"},"modified":"2024-04-24T12:33:51","modified_gmt":"2024-04-24T11:33:51","slug":"meet-the-team","status":"publish","type":"page","link":"https:\/\/ctt-group.co.uk\/about\/meet-the-team\/","title":{"rendered":"Meet the Team"},"content":{"rendered":"
Based in Leamington Spa, CTT Group was established nearly two decades ago, and provides multi-disciplinary support for the UK\u2019s Professional Advisor Community.<\/p>\n
View Our STEP Members<\/a><\/p>\n\n\t<\/div>\n\t<\/div>\n<\/div>\n\n\n 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…<\/p>\n\t\t\t\t\tFind out more<\/a>\n\t\t\t\t\t\t\t\t\t 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.<\/p>\n 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.<\/p>\n 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\u2019s company has written tens and thousands of client wills and maintain these in secure storage.<\/p>\n\n\t\t\t\t<\/div>\n\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t Bob started his career\u00a0in\u00a01983 as a Financial Advisor;\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…<\/span><\/p>\n\t\t\t\t\tFind out more<\/a>\n\t\t\t\t\t\t\t\t\t Bob started his career\u00a0in\u00a01983 as a Financial Advisor;\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 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’ expectations.\u00a0<\/span>\u00a0<\/span><\/p>\n<\/div>\n 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 Bob’s mantra for all is,\u00a0“Let’s just exceed expectations of our clients in the services we offer.”\u00a0<\/span>\u00a0<\/span><\/p>\n<\/div>\n\n\t\t\t\t<\/div>\n\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t 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…<\/p>\n\t\t\t\t\tFind out more<\/a>\n\t\t\t\t\t\t\t\t\t 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.<\/p>\n 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.<\/p>\n\n\t\t\t\t<\/div>\n\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t 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.<\/p> Appointed Technical Director of CTT in…<\/p>\n\t\t\t\t\tFind out more<\/a>\n\t\t\t\t\t\t\t\t\t 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.<\/p>\n Appointed Technical Director of CTT in 2017, Spencer has developed a reputation for technical expertise and is a renowned presenter throughout the industry.<\/p>\n 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.<\/p>\n 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.<\/p>\n\n\t\t\t\t<\/div>\n\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t A chartered fellow of the Chartered Institute for Securities & Investment (CISI), Andrew has a reputation for excellence, professionalism and integrity and excels at achieving high-quality results for his clients in challenging…<\/p>\n\t\t\t\t\tFind out more<\/a>\n\t\t\t\t\t\t\t\t\t A chartered fellow of the Chartered Institute for Securities & Investment (CISI), Andrew has a reputation for excellence, professionalism and integrity and excels at achieving high-quality results for his clients in challenging situations.<\/p>\n As a former professional rugby player and coach, Andrew brings the same energy and enthusiastic approach to his work at CTT Group, in addition to 32 years of experience in Wealth Management. Andrew is a strategic leader who prides himself on providing exceptional customer service to his clients, being highly effective at turning unprofitable into profitable and using analytical reasoning to solve problems.<\/p>\n\n\t\t\t\t<\/div>\n\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t Anthony\u2019s outstanding legal acumen is equalled by a genuine commitment to the development and success of his colleagues and our business.<\/p> An experienced law firm Partner, Anthony has developed a comprehensive career…<\/p>\n\t\t\t\t\tFind out more<\/a>\n\t\t\t\t\t\t\t\t\t Anthony\u2019s outstanding legal acumen is equalled by a genuine commitment to the development and success of his colleagues and our business.<\/p>\n An experienced law firm Partner, Anthony has developed a comprehensive career driving strategic planning, marketing, and business development for high profile corporations.<\/p>\n In addition to his reputation as a transformational leader and trusted advisor, Anthony is collaborative, intuitive, and approachable. With over a decade of professional experience and a legal background gained entirely at partner level, Anthony brings a unique blend of expertise and experience to his role in the business, providing strategic advice to the CTT Group of companies.<\/p>\n\n\t\t\t\t<\/div>\n\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t Since becoming ACCA qualified at 22 years of age, Amy has developed her industry knowledge working for a large national accountancy practice and is now eager to apply her ambitions as…<\/p>\n\t\t\t\t\tFind out more<\/a>\n\t\t\t\t\t\t\t\t\t Since becoming ACCA qualified at 22 years of age, Amy has developed her industry knowledge working for a large national accountancy practice and is now eager to apply her ambitions as a driving force behind CTT Accountancy.<\/p>\n Amy is incredibly dedicated and passionate about building strong, trusted client relationships, making dealing with finances as effortless as possible for her clients.\u00a0 <\/span>With a personal, hands-on approach, Amy is committed to understanding the pressures that clients face and offering tailored support.<\/p>\n From property to professional services, working with a diverse portfolio of clients has given Amy a wealth of experience providing high quality, client-focused accounting practices and advice within a number of industries.<\/p>\n\n\t\t\t\t<\/div>\n\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t<\/div>\n\t<\/div>\n<\/section>\n\nClive Ponder<\/h3>\n\t\t\t\t\t\t\t\t
BSc (Hons) CEng FIMMM TEP<\/h6>\n\t\t\t\t\t\t\t\t
Director – CTT Tax & Trust<\/h4>\n\t\t\t\t\t\t\t\t\t
Clive Ponder<\/h3>\n\t\t\t\t\t
Director – CTT Tax & Trust<\/h4>\n\t\t\t\t\t
Bob Massey<\/h3>\n\t\t\t\t\t\t\t\t
BSc DipPFS TEP<\/h6>\n\t\t\t\t\t\t\t\t
Director – CTT Tax & Trust<\/h4>\n\t\t\t\t\t\t\t\t\t
Bob Massey<\/h3>\n\t\t\t\t\t
Director – CTT Tax & Trust<\/h4>\n\t\t\t\t\t
Charlotte Ponder<\/h3>\n\t\t\t\t\t\t\t\t
LL.B (Hons) TEP<\/h6>\n\t\t\t\t\t\t\t\t
Legal Director – CTT Tax & Trust<\/h4>\n\t\t\t\t\t\t\t\t\t
Charlotte Ponder<\/h3>\n\t\t\t\t\t
Legal Director – CTT Tax & Trust<\/h4>\n\t\t\t\t\t
Spencer Tattam<\/h3>\n\t\t\t\t\t\t\t\t
BA (Hons) DipPFS TEP<\/h6>\n\t\t\t\t\t\t\t\t
Technical Director – CTT Tax & Trust<\/h4>\n\t\t\t\t\t\t\t\t\t
Spencer Tattam<\/h3>\n\t\t\t\t\t
Technical Director – CTT Tax & Trust<\/h4>\n\t\t\t\t\t
Andrew Houston<\/h3>\n\t\t\t\t\t\t\t\t
Chartered FCSI<\/h6>\n\t\t\t\t\t\t\t\t
Director – CTT Tax & Trust<\/h4>\n\t\t\t\t\t\t\t\t\t
Andrew Houston<\/h3>\n\t\t\t\t\t
Director – CTT Tax & Trust<\/h4>\n\t\t\t\t\t
\nHe thrives on building and developing teams and is respected for working collaboratively with others at all levels.<\/p>\nAnthony Mbanefo<\/h3>\n\t\t\t\t\t\t\t\t
LL.B (HONS) TEP<\/h6>\n\t\t\t\t\t\t\t\t
Group General Counsel – CTT Tax & Trust<\/h4>\n\t\t\t\t\t\t\t\t\t
Anthony Mbanefo<\/h3>\n\t\t\t\t\t
Group General Counsel – CTT Tax & Trust<\/h4>\n\t\t\t\t\t
Amy O’Keeffe<\/h3>\n\t\t\t\t\t\t\t\t
ACCA<\/h6>\n\t\t\t\t\t\t\t\t
Director – CTT Accountancy<\/h4>\n\t\t\t\t\t\t\t\t\t
Amy O’Keeffe<\/h3>\n\t\t\t\t\t
Director – CTT Accountancy<\/h4>\n\t\t\t\t\t
Explore this section<\/h2>\n\t\t\t\t\t\t\t\t\t