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
MIPW Aff.SWW
Head of Later Life Planning
Megan
AffIPW, Aff.SWW
Head of Internal Communication
Trudi
Aff.SWW
Head of Customer Care
Larraine
Aff.SWW
Head of Customer Services
Sue
Aff.SWW
Head of Strategy for Customer Engagement
Lisa
MIPW, MSWW
Head of Legal Support
Lilly
Customer Care Administrator
Charles
Bereavement Adviser
Chris
Bereavement Adviser
Kate
Bereavement Adviser
Amy
Bereavement Support Adviser
Rebecca
Bereavement Support Adviser
Sophie
MSWW
Head of Records Management & Compliance
Get in Touch
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