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

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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

Charles

Bereavement Adviser

Chris

Bereavement Adviser

Kate

Bereavement Adviser

Lilly

Bereavement Support

Sophie T

MSWW

Head of Records Management & Compliance

Sue

Aff.SWW

Head of Life Planning Partnerships

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Jasmine

Customer Care Team

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Laura

Administrator

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Ekta Porter

Regulated by SRA

Head of Legal Practice

Rebecca

Paralegal

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Sophie P

Paralegal

Amy

Legal Assistant

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Yvette

Administrator

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Katie

Administrator

Get in Touch

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