Our People

Meet Team Trust Inheritance!

Steve

Founder & Chief Executive

Alan

Chairman

Karen

Head of Human Resources / Company Secretary

Sarah

Personal Assistant to Executive Directors

Angie

Chief Customer Officer

Joanne

Chief Finance Officer

Lindsay

Chief Operations Officer

Gill

Regulated by SRA, Aff.SWW

Head of Legal Services

Dale

Head of IT

Natalie

Aff.SWW

Head of Life Planning

Charlotte

Head of Group Strategy

Trudi

Aff.SWW

Head of Customer Care

Larraine

Aff.SWW

Head of Customer Services

Megan

Aff.SWW

Head of Internal Communication

Lisa

MSWW

Head of Legal Support

Sue

Aff.SWW

Head of Life Planning Partnerships

Charles

Bereavement Adviser

Chris

Bereavement Adviser

Kate

Bereavement Adviser

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Ekta Porter

Regulated by SRA

Chief Officer Legal Planning

Rebecca

Paralegal

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Sophie

Paralegal

Amy

Legal Secretary

Sophie

MSWW

Head of Records Management & Compliance

Lilly

Customer Care Team

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Jasmine

Customer Care Team

Get in Touch

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