Our People

With a group of companies from Head Office; to our Marketing and relationships arm; to our legal team, here are the faces that makeup Team Trust Inheritance.

Trust Inheritance

Steve

Founder & Chief Executive

Lindsay

Chief Operations Officer

Joanne

Chief Finance Officer

Karen

Head of Human Resources / Company Secretary

Sarah

Personal Assistant to Executive Directors

Alan

Board Adviser

Dale

Head of IT

The Bereavement Team

Charles

Bereavement Adviser

Chris

Bereavement Adviser

Kate

Bereavement Adviser

Lilly

Bereavement Support

Legal and Customer Support

Gill

Regulated by SRA, Aff.SWW

Head of Legal Services

Ekta Porter

Regulated by SRA

Head of Legal Practice

Joanna

Regulated by SRA

Solicitor

Abraam

Regulated by SRA

Solicitor

Rebecca

Paralegal

Sophie P

Paralegal

Kirsty

Paralegal

Katie

Administrator

Yvette

Administrator

Depsi

Administrator

Sophie

MSWW

Head of Records Management & Compliance

Lisa C

MSWW

Head of Legal Support

Trudi

Aff.SWW

Head of Customer Care

Jasmine

Customer Care Team

Shannon

Administrator

Laura

Administrator

Trust Inheritance Life Planning

Mel

Chief Executive Officer

Natalie

Aff.SWW

Chief Legacy Planning Officer

Megan

Aff.SWW

Head of Customer Engagement

Sue

Aff.SWW

Head of Life Planning Partnerships

Larraine

Aff. CILEx Aff.SWW

Legal Executive

Sharon

Customer Support Manager

Marketing and Relationships Trust Inheritance Group

Angie

Managing Director

Charlotte

Chief Executive Officer

Lisa W

Chief Commercial Officer