Our People

We’re like a family. Let us introduce ourselves….

Steve

Founder and Chief Executive

Alan

Chairman

Kylie Simmonds

Kylie

TEP, MIPW

Chief Operations Officer

Karen

HR Director/Company Secretary

Sarah

Managing Director

Andrea

FCILEx, MIPW

Operations Director

Angie

Commercial 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

Lisa

MIPW

Legal Case Manager

Sophie

MIPW

Legal Case Manager

Charles

Legal Advisor

Megan

Legacy Planning Advisor

Amy

Legal Assistant

Rebecca

Legal Assistant

Chris

Customer Service Manager

Trudi

Customer Support Team

WOW Awards Winners 2015

IPW

Trading Standards