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
