Our People
Meet Team Trust Inheritance!
Steve
Founder & Chief Executive
Alan
Chairman
Kylie
TEP, MIPW
Chief Operations Officer
Karen
HR Director / Company Secretary
Sarah
Managing Director
Andrea
TEP, FCILEx, MIPW
Operations 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
Trudi
Customer Care Manager
Sophie
MIPW
Customer Care Manager
Lilly
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
Megan
AffIPW
Legacy Planning Adviser
Lisa
MIPW
Legal Case Manager
Sue
Customer Engagement Manager
Larraine
Customer Case Manager
Get in Touch
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