THE TRUST

MICHAEL LODGE

Michael is the Finance Director of Lodge Brothers and a Trustee to Family Funerals Trust. He is a qualified chartered accountant with a wealth of experience. Prior to joining the family business Michael worked for PWC in London and Perth and then in various senior finance roles in industry.

GEORGE WILLIAMS

George is a qualified accountant with 25 years’ experience working in Financial Services across a number of sectors. George worked for Marsh as a management accountant and Schroders in a number of roles including the Financial Controller of Schroder & Co and newly created private bank. Most recently George was Finance Director of Babson Capital Management. During the 10 years in the role managed assets increased from €2.5bn to €16.5bn. George is a trustee of the Family Funerals portfolios.

CHERYL FARNHAM TEP FMAAT ATT CertPFS

Cheryl is a trust practitioner, licensed accountant, taxation technician – and former European martial arts silver medallist! She is also a member of the following groups:

• Member of the Society of Trust and Estate Practitioners (STEP)
• Fellow Member of the Association of Accounting Technicians
• Member of the Association of Taxation Technicians
• Member of the Personal Finance Society and Chartered Insurance Institute

In addition, Cheryl sits on the advisory panel for STEP’s England & Wales Regional Committee, ensuring that fellow professionals are kept up to date with ever-changing legislation and she is Chair of STEP’s West of England Committee supporting grass root members.

ACTUARY - SIMON GROUT

Simon Grout is a Managing Director in FTI Consulting’s Global Insurance Services Practice based in London. Simon is an actuary by training, having qualified in 1991, and has over thirty years’ experience in the insurance industry here in the UK and also in the Nordic region and Middle East. In his spare time he enjoys trying to play golf, food and wine, and when allowed foreign travel.

INVESTMENT MANAGERS - RATHBONES

Rathbones provides individual investment and wealth management services for private clients, charities, trustees and professional partners. We have been trusted for generations to manage and preserve our clients’ wealth. Our tradition of investing and acting responsibly has been with us from the beginning and continues to lead us forward. Our ambition is to be recognised as the UK’s most responsible wealth manager.

CUSTODIAN TRUSTEE - RATHBONE TRUST COMPANY

Rathbone Trust Company is part of the Rathbone Group and has been providing corporate trustee services to a wide variety of clients for over 35 years. They are highly experienced in the duties of trusteeship to ensure proper recognition of all stakeholders’ interests and the safe custody of assets for the ultimate benefit of underlying beneficiaries.