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: step@step.org

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


Executive Team

The Executive Team implement STEP’s strategic development and administration


Mark Walley
Chief Executive

Email: mark.walley@step.org

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: jim.walkinshaw@step.org

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.

Jim’s main responsibilities as COO are finance, governance, facilities, HR/People, membership operations, business change, data protection and IT strategy & infrastructure.


Simon Hodges
Director of Profession

Email: simon.hodges@step.org

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: louise.polcaro@step.org

Louise leads the Communications Directorate. The team looks after all press and media activity, and all of STEP's communications channels and content across print and digital platforms, including the STEP Journal andTrust Quarterly Review, the website, enewsletters (including the Industry News Digests and Membership Newsletter), and social media channels. Louise leads 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 member of the Chartered Institute of Public Relations.

Department Contacts

Academic Community: ac@step.org
STEP Academic Community queries.

Editorial: editor@step.org
STEP Journal, Trust Quarterly Review, News Digests, and annual STEP Directory and Yearbook.

Employers: epp@step.org
Employer Partnership Programme queries.

Events: events@step.org
Conferences, seminars and workshops.

Finance: accounts@step.org
Invoicing, subscription renewals, expenses, and all other finance queries.

Governance: governance@step.org
Elections, by-laws, and branch/chapter regulations.

Informed Trustee: ctt@step.org
The Informed Trustee / Charity Trustee Training queries.

Marketing: marketing@step.org
Use of the STEP brand and logo

Membership: step@step.org
Your membership, (re)joining, upgrading, fees and benefits.

Policy and technical: policy@step.org
Technical queries, responses to government consultations, opinion or explanation on members’ views and expertise.

Press and Media: communications@step.org
Media comment, press queries, branch media support.

Professional Development: pd@step.org
Qualifications and Continuing Professional Development (CPD).

Professional Standards: standards@step.org
Codes of Professional Conduct, complaints and disciplinary processes.

Special Interest Groups: sigs@step.org
Register, propose a new SIG or a regional sub-group, SIG-related events.

Web and Technical Support: web@step.org
Website and online resources.

Web Events: webEvents@step.org
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.locke@step.org
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: stepbahamas@step.org
W: www.step.org/bahamas


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: stepcanada@step.ca
W: www.step.ca

Michael Dodick

Chief Operating Officer
E: mdodick@step.ca

Janis Armstrong

Director of Business Development
E: jarmstrong@step.ca

Amanda Edwards

Education Manager
E: aedwards@step.ca

Jenifer White

Member Services Team Lead
E: memberservices@step.ca

Maria Cherrie Fresco

Member Services Administrator
E: memberservices@step.ca

Lucie Beauchemin

Quebec Membership Development Consultant
E: PQdevelopment@step.ca

Julie Gao

Accountant
E: accountant@step.ca

Asger Shivraj

IT Manager
E: itmanager@step.ca


STEP Europe

Veronica Rayo

Branch Support Executive
E: Veronica.Rayo@step.org


STEP Guernsey

Andrea Dudley-Owen and Sarah Barsby

Administrators
St Helena Les Nouettes
Forest, GY8 0ED Guernsey
E: stepguernsey@step.org
W: www.stepguernsey.org


STEP Hong Kong

Diana Bruce

Administrator
STEP HK Ltd PO Box 8486
General Post Office Hong Kong
E: queries@step.org.hk
W: www.step.org/hong-kong


STEP Jersey

Louise Farrugia

Administrator
PO Box 269
Jersey, JE4 8TN
United Kingdom

T: +44 (0)1534 876513
F: +44 (0)1534 878509
E: step@stepjersey.org
W: www.step.org/jersey


STEP Malta

Sera Flattley

Branch Administrator
E: info@stepmalta.com


STEP Miami

Tatiana Merlo

Organizational Development / Public Relations
E: step.miami@step.org


STEP New South Wales

Mary Wickenden

Branch Administrator
E: marycwickenden@gmail.com


STEP New York

Jeryl Pine

Branch Administrator
E: jeryl.pine@step.org


STEP Seattle

Terry Dam

Branch Administrator
E: rsvp@stepseattle.org
T: +1 206 524 0136
W: www.stepseattle.org


STEP Singapore

June Tan

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

T: +65 31287781
F: +65 31287781 ext: 6
E: secretariat@step.org.sg
W: www.step.org.sg


STEP USA

Eileen Budd

Director, Business & Membership Development
T: +1 201 320 5078
E: eileen.budd@step.org
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: info@step-ch-fl.com
W: www.step-switzerland.org

Corinne Graf

Monthly lunch meetings, events, courses, administration
E: events@step-ch-fl.com

Claudia Kaplan

Accounting, treasury, member records, administration, subscriptions
E: accounting@step-ch-fl.com


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: tam@michelmores.com
W: https://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
Wrens Court
52-54 Victoria Road
Sutton Coldfield
Birmingham
B72 1SX

Tel: +44 (0)121 362 7733
Fax: +44 121 362 7510
Email: cltinternational@centlaw.com
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 information

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 Member 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 cltinternational@centlaw.com.

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 step@step.org 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 step@step.org or +44 (0)20 3752 3700 to discuss your outstanding fee payment.

How do I pay my annual membership fee?

Invoices for subscription renewals are posted in February with payment due on 1 April. Members in most regions can pay online through a link included on their invoice. Payment can also be made by BACS or by posting a cheque to the STEP Office. Contact subscriptions@step.org for assistance.

I’ve forgotten my login details. Can they be reissued?

Yes. If you know your username you can enter it here to receive a password reminder. If you’ve forgotten your username, e-mail step@step.org for a username and password reminder.

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 step@step.org 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 through the web. Contact step@step.org 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 cpd@step.org

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 and you can learn more about it here. Volunteering will enable you to improve your skill-set, 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. Visit our Brand Toolkit page, or email marketing@step.org.

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

Please email step@step.org. We aim to respond to your query within two working days.