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
Aff.SWW
Head of Life Planning
Charlotte
Head of Group Strategy
Trudi
Aff.SWW
Head of Customer Care
Larraine
Aff.SWW
Head of Customer Services
Megan
Aff.SWW
Head of Internal Communication
Lisa
MSWW
Head of Legal Support
Sue
Aff.SWW
Head of Life Planning Partnerships
Charles
Bereavement Adviser
Chris
Bereavement Adviser
Kate
Bereavement Adviser
Ekta Porter
Regulated by SRA
Chief Officer Legal Planning
Rebecca
Paralegal
Sophie
Paralegal
Amy
Legal Secretary
Sophie
MSWW
Head of Records Management & Compliance
Lilly
Customer Care Team
Jasmine
Customer Care Team
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.
