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

Director of Funeral Planning

Joanne

Finance & Systems Director

Lindsay

Bereavement Services Director

Gill

Regulated by SRA

Head of Legal Services

Dale

Head of IT

Julie

Operations Manager

Charlotte

Head of Strategic Communications

Natalie

MIPW

Head of Later Life Planning

Megan

AffIPW

Later Life Planning Adviser

Sue

Head of Operations for Customer Care Team

Lisa

MIPW

Customer Care Manager

Trudi

Customer Care Manager

Larraine

Customer Care Manager

Lilly

Customer Care Administrator

Sophie

Head of Records Management

Charles

Bereavement Adviser

Chris

Bereavement Adviser

Rebecca

Bereavement Support Adviser

Amy

Bereavement Support Adviser

Get in Touch

Have a question? Need some help? We are happy to go through any queries you may have. Call, email or CHAT with us LIVE online using the link in the bottom right of the screen for an instant response.