Contact us

STEP Head Office

Artillery House
11-19 Artillery Row
London SW1P 1RT
United Kingdom

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Tel: +44 (0)20 3752 3700 | Email: [email protected].

Our head office is open 09:00 to 17:30 (GMT+1) Monday – Friday, except for national holidays in England and Wales, and between Christmas Day and New Year’s Day, when the office is closed.

Executive Team

The Executive Team implements STEP’s strategic development and administration

Mark Walley
Chief Executive

Email: [email protected]

Mark joined STEP as Chief Executive in January 2019. Prior to joining STEP, Mark worked as Managing Director, EMEA at the Royal Institution of Chartered Surveyors (RICS) where he was responsible for ensuring growth in the EMEA region and led on the organisation's development of global sales, marketing and customer service strategies. Prior to this, Mark was Director of Corporate Development for the ifs School of Finance, responsible for the take-up of its professional qualifications and executive education programmes and before that he was Regional Director EMEA for Cohen Brown Management Group. He started his career with Barclays where he spent 25 years, the latter part as Sales Director and then Chief Operating Officer of Barclays Wealth’s International Personal and Premier Banking Division. He holds a BSc (Hons) in Banking and Finance and is a Fellow of the Institute of Directors.

Jim Walkinshaw
Chief Operating Officer

Email: [email protected]

Jim’s main responsibilities as COO are finance, governance, facilities, HR/People, membership operations, business change, data protection and IT strategy and infrastructure. Jim is a Fellow of the Association of Chartered Certified Accountants. Jim has worked in many finance functions over the last 25 years from financial accountant to director of finance.

Simon Hodges
Director of Profession

Email: [email protected]

Simon leads on standards for the profession, thought leadership and policy; developing, implementing and promoting STEP’s professional and educational standards and public policy. Simon has extensive experience in policy development, having been Head of Public Policy at Citigate Dewe Rogerson, a Senior Manager in HSBC’s Public Policy team and having spent ten years at HM Treasury in various policy roles, including as Head of the Special Advisers Unit between 2008 and 2010.

Louise Polcaro
Director of Communications

Email: [email protected]

Louise leads the Communications Directorate, leading on development and delivery of internal and external communications strategies across all channels, and holds overall responsibility for brand integrity. Louise has extensive experience across publishing and communications and is a Chartered PR Practitioner and member of the Chartered Institute of Public Relations.

Brian Walters
Director of Markets

Email: [email protected]

Brian leads on product sales and development, events, sponsorship, branch and region support, and relationships with employer firms. He has a specific focus on all commercial activities in support of STEP's aims. Brian has over 20 years’ experience working for some of the UK’s leading professional bodies and more recently he has been working with commercial and technology businesses. He brings significant marketing and membership experience in building membership brands and driving commercial returns.

Department Contacts

Academic Community: [email protected]
STEP Academic Community queries.

Editorial: [email protected]
STEP Journal, Trust Quarterly Review, News Digests, and annual STEP Directory and Yearbook.

Employers: [email protected]
Employer Partnership Programme queries.

Events: [email protected]
Conferences, seminars and workshops.

Finance: [email protected]
Invoicing, subscription renewals, expenses, and all other finance queries.

Governance: [email protected]
Elections, by-laws, and branch/chapter regulations.

Marketing: [email protected]
Use of the STEP brand and logo

Membership: [email protected]
Your membership, (re)joining, upgrading, fees and benefits.

Policy and technical: [email protected]
Technical queries, responses to government consultations, opinion or explanation on members’ views and expertise.

Press and Media: [email protected]
Media comment, press queries, branch media support.

Professional Development: [email protected]
Qualifications and Continuing Professional Development (CPD).

Professional Standards: [email protected]
Codes of Professional Conduct, complaints and disciplinary processes.

Special Interest Groups: [email protected]
Register, propose a new SIG or a regional sub-group, SIG-related events.

Thought Leadership: [email protected]
For queries about, or input into, our thought leadership campaign work.

Web and Technical Support: [email protected]
Website and online resources.

Web Events: [email protected]
Webcasts and webinars.

Regional Staff

STEP has regional offices and staff around the world that provide administration and support for local branches and regions. Contact details for these are below.

STEP Australia

Dior Locke

Regional Membership Services Coordinator
c/o HLB Mann Judd (NSW) Pty Ltd, Level 19, 207 Kent Street
Sydney NSW, 2000, Australia

T: +61 4 2117 6063
E: dior[email protected]
W: www.stepaustralia.com

STEP Bahamas

Pethra Williams

Administrator
Montague Sterling Centre, Floor 2
PO Box N-1764
Nassau, Bahamas

T: +1 242 394 6600
F: +1 242 393 7712
E: [email protected]
W: bahamas.step.org

STEP Canada

45 Sheppard Avenue East
Suite 510 Toronto
Ontario M2N 5W9

T: +1 416 491 4949
Toll Free: +1 877 991 4949
F: +1 416 491 9499
E: [email protected]
W: www.step.ca

Michael Dodick

Chief Operating Officer
E: [email protected]

Janis Armstrong

Director of Business Development
E: [email protected]

Amanda Tattoli

Education Manager
E: [email protected]

Jenifer White

Member Services Team Lead
E: [email protected]

Maria Cherrie Fresco

Member Services Administrator
E: [email protected]

Lucie Beauchemin

Quebec Membership Development Consultant
E: [email protected]

Julie Gao

Accountant
E: [email protected]

Asger Shivraj

IT Manager
E: [email protected]

STEP Europe

Megan Watkins

Branch Support Executive
E: [email protected]

STEP Guernsey

Ellie Lawrence and Claire Wakefield

Administrators
FWS Ltd, L'Abeurveux, La Villiaze Lane, St Andrews, Guernsey GY6 8YH
E: stepguernse[email protected]
W: www.stepguernsey.org
T: 01481 234484

STEP Hong Kong

Sheena Few

Administrator
STEP HK Ltd PO Box 8486
General Post Office Hong Kong
E: [email protected]
W: hong-kong.step.org

STEP Jersey

Louise Farrugia

Administrator
PO Box 269
Jersey, JE4 8TN
United Kingdom

T: +44 (0)1534 876513
F: +44 (0)1534 878509
E: [email protected]
W: www.stepjersey.je

STEP Malta

Sera Flattley

Branch Administrator
E: [email protected]

STEP Miami

Susie Belanger

Branch Administrator
E: [email protected]

STEP New York

Kristin Beane

Branch Administrator
E: [email protected]

STEP Seattle

Karla Kaminski

Branch Administrator
E: [email protected]
W: www.stepseattle.org

STEP Singapore

June Tan

Administrator
c/o Intellitrain Pte Ltd, Level 3
146 Robinson Road
Singapore 068909

T: +65-6551-2784
E: [email protected]
W: www.step.org.sg

STEP USA

Eileen Budd

Director, Business & Membership Development
T: +1 201 320 5078
E: [email protected]
W: www.step.org/usa

Verein STEP

(representing STEP Lucerne/Zug, Lugano, Vaduz and Zurich)

Neugasse 12
CH - 6300 Zug / Switzerland
T: +41 (0) 41 727 0527
F: +41 (0) 41 727 0521
E: [email protected]
W: www.step-switzerland.org

Corinne Graf

Monthly lunch meetings, events, courses, administration
E: [email protected]

Claudia Kaplan

Accounting, treasury, member records, administration, subscriptions
E: [email protected]

STEP West of England

Lucy James

Administrative Secretary
c/o Woodwater House
Pynes Hill
Exeter
EX2 5WR

T: +44 (0)1392 688688
F: +44 (0)1392 360563
E: [email protected]
W: west-england.step.org

Training Provider

Contact STEP’s training provider, CLT International, for details about STEP qualifications, to enquire about possible exemptions, to enrol on a STEP qualification or to ask about programme results.

CLT International
6th Floor
Fort Dunlop
Fort Parkway
Birmingham
B24 9FD

Tel: +44 (0)121 362 7733
Fax: +44 121 362 7510
Email: [email protected]
Web: www.cltint.com

Frequently asked questions

Below are answers to some common questions that we receive. If you see your question below, please use the contact details provided to get in touch with the right person or team.

How do I join STEP?

Whatever your training or experience, we have a membership category that’s right for you. Find out more

How can STEP support me in my career?

Membership will help you to showcase your professional expertise, enhance your skills and update your knowledge, network with other professionals and keep up-to-date with industry developments. Learn more about the benefits of membership

Can you give me advice about family inheritance and succession planning?

STEP office staff are not trust and estate professionals and so cannot provide legal advice. For advice, you would need to contact one of our Members. You can search the STEP Directory to find a Member in your local area, city or country or geographic region.

Where can I learn more about STEP qualifications?

You can learn more through the Qualifications page on our website or, by contacting STEP's training providers, Central Law Training International (CLTI), who run all STEP Certificate and Diploma courses, on +44 (0)121 362 7733 or [email protected].

I was a Full STEP Member but allowed my membership to lapse. Can I re-join?

Yes. To rejoin you will need to complete and return the rejoining form along with a current resume/CV. STEP also requires any outstanding payment from the year your membership lapsed, payment for the current year and a rejoining administration fee. Contact the STEP office at [email protected] or +44 (0)20 3752 3700 to discuss your outstanding fee payment.

What is the cost to join, re-join or upgrade my membership?

Annual membership, upgrade, joining and administration fees can be found in fees and subscriptions. Fees may vary by STEP Branch as some include a Branch Levy and/or Administration Fee. Contact the STEP office at [email protected] or +44 (0)20 3752 3700 to discuss your outstanding fee payment.

How do I pay my annual membership fee?

Invoices are loaded onto your membership portal in February each year with payment due on 1 April. Members in most regions can pay online via the portal. Alternatively, members can download their invoice for other payment options. Contact [email protected] for assistance.

I’ve forgotten my login details. Can I get a reminder?

Yes. If you know your username log in to receive a password reminder. If you’ve forgotten your username, e-mail [email protected].

How do I update my contact details and/or mailing preferences?

To update your details, log into the website, amend your details and click ‘Save’. From here you can also update your mailing preferences, username/password, and expertise listing through the applicable tabs.

Why have I stopped receiving correspondence from STEP and/or your publications?

It’s possible you opted out of receiving email or mailings from STEP or that your contact details are out of date. Please verify your details and preferences by logging in to your account. If all appears fine or you cannot log in, your membership may have been terminated or suspended. Contact [email protected] for assistance.

I’ve moved to a new town/city. How can I change my STEP Chapter or Branch affiliation?

You cannot change your chapter/branch affiliation online. Contact [email protected] or +44 (0)20 3752 3700 for assistance.

Who should I speak to regarding my Continuing Professional Development (CPD) requirement?

You can review STEP's CPD Policy and access free CPD Resources through the CPD Centre. If you have any further questions about CPD, please email [email protected]

I am a member and want to get involved. Are there opportunities and what are the benefits?

Yes, there are many ways to get involved – either at a local, national or an international level. Volunteering will enable you to improve your skillset, boost your career, have a say in STEP’s future and influence policy.

I’m a Full Member/TEP. How can I get a copy of the STEP logo?

You can obtain a copy of the STEP logo to use on business cards, a website or in promotional materials. Rules for usage apply. Log in to visit our Brand Toolkit page, or email [email protected].

I don’t see the answer to my question in this list. Who should I contact?

Please email [email protected]. We aim to respond to your query within two working days.