Our People

Meet Team Trust Inheritance!

Steve

Founder & Chief Executive

Alan

Chairman

Karen

HR Director / Company Secretary

Sarah

Managing Director

Angie

Customer Engagement Director

Joanne

Finance & Systems Director

Lindsay

Bereavement Services Director

Natalie

MIPW

Legacy Planning Director

Gill

Regulated by SRA, MIPW

Director of Legal Services

Dale

IT Director

Julie

Operations Manager

Sue

Customer Engagement Manager

Larraine

Customer Case Manager

Megan

AffIPW

Legacy Planning Adviser

Lisa

MIPW

Legal Case Manager

Trudi

Customer Care Manager

Sophie

MIPW

Customer Care Manager

Lilly

Customer Care Administrator

Jasmine

Customer Care Administrator

Charles

MIPW

Bereavement Adviser

Chris

Customer Commitment WOW! Awards Finalist 2018

Bereavement Adviser

Rebecca

MIPW

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.

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.

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If you are unsure about anything at all, do not hesitate to get in touch.