Meet our Experts

Our 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). All of our Affiliate Members of STEP have successfully completed a Certificate in Trusts and Estates.


Our Directors

Clive photo

Clive Ponder (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 Photo

Bob Massey (TEP) BSc DipPFS

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 Dip PFS level.

Charlotte photo

Charlotte Ponder (TEP) LL.B (Hons) 

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 Photo

Spencer Tattam (TEP) DipPFS

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 Dip PFS level.


Our Trust & Estate Planners

Lucy Photo

Lucy Towey (TEP) DipPFS 

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 Dip PFS level.

Lucy Photo

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

Suki Photo

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.

Heather Photo

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.

Sharonprit Photo

Sharonprit Kaur
Marwaha BA (Hons)

Sharonprit Marwaha is an In-house Solicitor. Her qualifications include BA (Hons) Law with IT, LLM Eurpoean and International Business Law.