Our Qualified Staff

STEP is the leading international association for Practitioners giving advice in the area of Wills, Trusts and Estates. All of our Full Members of STEP have successfully completed the STEP Diploma in Trusts and Estates (England & Wales). All of our Affiliate Members of STEP have successfully completed a Certificate in Trusts and Estates.

Our Directors

Clive Ponder BSc CEng FIMMM TEP

Clive Ponder is a Company Director. He is a full member of the Society of Trust and Estate Practitioners and has completed the STEP Diploma.

Bob Massey BSc DipPFS TEP

Bob Massey is a Company Director. He is a full member of the Society of Trust and Estate Practitioners and has completed the STEP Diploma. He is also an IFA qualified to DipPFS level.

Charlotte Ponder LL.B (Hons) TEP

Charlotte Ponder is a Legal Director and previously trained and qualified as a Solicitor. She is a full member of the Society of Trust and Estate Practitioners and has completed the STEP Diploma, and is a member of FLBA and CHBA.

Spencer Tattam BA (Hons) DipPFS TEP

Spencer Tattam is a Technical Director. He is a full member of the Society of Trust and Estate Practitioners and has completed the STEP Diploma, and is an IFA qualified to DipPFS level.

Our Trust & Estate Planners

Lucy Towey DipPFS TEP

Lucy Towey is a Trust & Estate Planning Practitioner. She is a full member of the Society of Trust and Estate Practitioners (STEP) and has successfully completed the STEP Diploma, and is an IFA qualified to DipPFS level.

Andrew Drakes TEP

Andrew Drakes is a full member of the Society of Trust and Estate Practitioners (STEP) and has successfully completed the STEP Diploma.

Our In-house Solicitors

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Suki Dhinsa

Suki Dhinsa is a fully qualified Licensed Conveyancer and Commissioner for Oaths. She has been in private practice for over 20 years before joining Countrywide.

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Heather Bacon-Campbell LL.B (Hons)

Heather Bacon-Campbell is an In-house Solicitor and has spent over 30 years in a private practice both in High Street firms and in-house.