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

MIPW Aff.SWW

Head of Later Life Planning

Megan

AffIPW, Aff.SWW

Head of Internal Communication

Trudi

Aff.SWW

Head of Customer Care

Larraine

Aff.SWW

Head of Customer Services

Sue

Aff.SWW

Head of Strategy for Customer Engagement

Lisa

MIPW, MSWW

Head of Legal Support

Lilly

Customer Care Administrator

Charles

Bereavement Adviser

Chris

Bereavement Adviser

Kate

Bereavement Adviser

Amy

Bereavement Support Adviser

Rebecca

Bereavement Support Adviser

Sophie

MSWW

Head of Records Management & Compliance

Get in Touch

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