We have a highly experienced, customer-focused team at Inheritance Data who each specialise in their own areas. Click on the photos below to find out more about the team.
After studying Business and law at college Daniel formed a business in 2011. Working as a sole trader, he designed a logistics package that allowed a one-man owned business to cost-effectively collect and deliver for the high end antiques market around the South of England.
Daniel joined our sister company Perane & Co in 2013 to establish the sales teams and provide logistic support, Daniel was able to quickly grow Perane and open a second office in Edinburgh. Daniel’s skills enabled him to take on a sales role with Inheritance Data and became operations manager helping to establish Inheritance Data and ensure smooth running of all processes.
With over 25 years of experience in the Financial, Legal, and Property world, Robin joins the Inheritance Data team to help expand the reach of our services and build key relationships throughout the probate sector.
T: 01603 673250
Darren has over 13 years of developing new and building lasting relationships within the financial services sector in a variety of roles. Now working with our key clients and partners, , transforming estate administration for probate lawyers, executors and beneficiaries, assisting them to ensure that missing assets are located, they meet their full obligations, and the full value of the estate is recovered.
Ruth is part of the administration team to help with ensuring accuracy within the online report available to the executors. With great experience having worked with a large financial institution in her previous role, Ruth’s skills and meticulous approach were highly sought after by Inheritance Data to help support the team in all aspects.
Having spent thirty years in sales and marketing, mainly related to computer systems and databases, Bruce started working in the asset reunification marketplace in 2010. Realising that there was not an organised accessible database of financial assets he created Inheritance Data.
Since its inception in 2014, Inheritance Data has worked with the bereavement teams of all the financial institutions to establish working relationships, driven by Bruce’s vision of a totally digital platform that enables executors to be given a financial “footprint” of the deceased, in a short timeframe speeding up, and reducing stress within the probate marketplace.
Lucie is an experianced Bookkeeper and is now a full time team member having been part time for some years. Lucie is responsible for invoicing, payments and general account queries.
T: 01603 673250
Lisa joins us from a background working with Solicitors and Financial Institutions.
Lisa’s role with Inheritance Data is assisting with any queries from our users and helping to grow relationships with both clients and financial organisations.