Our People
Meet Team Trust Inheritance!
Steve
Founder & Chief Executive
Alan
Board Adviser
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
Lisa W
Head of Business Development
Trudi
Aff.SWW
Head of Customer Care
Megan
Aff.SWW
Head of Customer Engagement
Lisa C
MSWW
Head of Legal Support
Sophie T
MSWW
Head of Records Management & Compliance
Sue
Aff.SWW
Head of Life Planning Partnerships
Sharon
Customer Support Manager
Jasmine
Customer Care Team
Laura
Administrator
Charles
Bereavement Adviser
Chris
Bereavement Adviser
Kate
Bereavement Adviser
Lilly
Bereavement Support
Ekta Porter
Regulated by SRA
Head of Legal Practice
Joanna
Regulated by SRA
Solicitor
Abraam
Regulated by SRA
Solicitor
Rebecca
Paralegal
Sophie P
Paralegal
Yvette
Administrator
Katie
Administrator
Depsi
Administrator
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.
