Man in Suit

Meet our Experts

Our Full STEP Members and Legally 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). We also have 12 members of staff who are Affiliate Members of STEP and have successfully completed a Certificate in Trusts and Estates.


Our Directors

Clive Photo

Clive Ponder TEP

Company Director

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

Bob Photo

Bob Massey TEP DipPFS

Company Director

Bob Massey is a full member of the Society of Trust and Estate Practitioners and has completed the STEP Diploma and an IFA qualified to DIP PFS level.

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Charlotte Ponder TEP LLB

Legal Director

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

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Spencer Tattam TEP DipPFS

Technical Director

Spencer Tattam is a Trust & Estate Planning Practitioner. A full member of STEP and an IFA qualified to DIP PFS level.


Our Trust & Estate Planners

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Lucy Towey TEP DipPFS 

Lucy Towey is a Trust & Estate Planning Practitioner. A full member of STEP and an IFA qualified to DIP PFS level.

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Andrew Drakes TEP

Andrew 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 LLB

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.