Managing Director and Private Client Lawyer

I made the decision to retrain as a Trust and Estate Practitioner and set up Pavilion Row in 2008 as a result of personal experience. I felt unreservedly that this was an area that could be done better.

Dealing with Wills and probate are both areas where it is important to have knowledge, as well as sensitivity and the ability to work with people at a personal level. This personal care and attention, coupled with our knowledge and expertise ensures our clients feel at ease, and are able to trust us completely with what is ultimately an incredibly sensitive legal matter.

Only by knowing the right questions to ask and understanding the importance of the answers can we be sure that we give the correct advice for what our clients need and want. For this reason, the company was founded on the basis that all our advisers are qualified to the highest level through the Society of Trust and Estate Practitioners (STEP). This company wide commitment to ethos and best practice ensures consistency throughout our organisation and resonates throughout the relationships we build with our clients and partners.

I have over 10 years’ experience in private client law, with my main focus being Wills and Powers of Attorney. I am an active member of STEP, serving as Chairman of the Yorkshire region for 3 years and now sit on the STEP Worldwide Branch Development Committee as the representative for England and Wales. My role as Chairman involved the development of the Yorkshire branch and the CPD programme for its members. I have also worked closely with STEP to help raise the standards in the industry, which resulted in the introduction of a high-level Will Advice qualification.

My business only exists because of our clients and I expect to deliver the same high standards of service and clarity that I would want for myself and my family.

Qualifications

Full member of the Society of Trust and Estate Practitioners (STEP) | Previous Chairman of the Yorkshire branch of STEP.

Operations Director

My role at Pavilion Row is to develop and oversee the customer service and operations side of the business.

I want to be sure that we follow up accurately, efficiently and in a timely manner, so that the whole experience of using our service is easy and effortless for both our client and their adviser.

People trust us with their highly personal aspirations and their advisers trust us with their clients. So ensuring that people leave with the feeling that they have received excellent advice, at good value, from qualified, experienced and friendly people is our service goal on a daily basis.

I have worked previously providing regulated advice to clients so I know the importance of being upfront and clear about what we deliver and making sure that our clients receive the right advice for them.

Qualifications

STEP Certificate in Trusts and Estates | Dementia Friend

Director, Head of Finance

I started my accounting career in London in 1994, and having gained membership of ICAEW, I quickly realised I wanted to work with firms in a much more pro-active way rather than simply completing year end accounts and annual audit inspections.

Following management accounting roles in both the manufacturing and service industries I started working with Pavilion Row in 2012, and am now responsible for all financial aspects of the business.

Pavilion Row has always put their clients first, and my role is to ensure procedures are in place to maintain full security of client funds held by us, as well as managing all day to day operational aspects of finance. I oversee all incoming and outgoing transactions within the business’s accounts in order to ensure the high levels of service are provided to all stakeholders; including clients, introducers, suppliers and employees.

Qualifications

Member of Institute of Chartered Accountants in England and Wales.

Head of Legal

Will has over 10 years’ experience dealing with people’s affairs once they have died and administrating estates. Will is a qualified Trust and Estate Practitioner (TEP).

Will specialises in managing the administration of estates once somebody has died. However, having completed the STEP Advanced Certificate in Will Preparation, and with vast experience dealing with the practicalities of Wills, he now also advises clients on creating their own Will.

Meet Will

At Pavilion Row we are committed to helping each other and always having our clients’ best interests at heart.

I believe that not every client is the same, and neither are their circumstances; so I like to tailor the service to each client’s individual needs. Whether I am speaking to a young couple who are preparing for the future or an individual who has just lost a loved one, all clients deserve respect.

I love speaking to our clients and I am honoured that they trust me to manage their affairs, especially as this often comes at a time when they really need it.

There is a lot of expertise within the team at Pavilion Row and I am thankful to be able to learn from my colleagues. I also enjoy sharing my knowledge with them!

Qualifications

Licensed Probate Practitioner following completion of CLC/SQA Level 6 Diploma in Probate Law and Practice | Full member of STEP having completed the following certificates; STEP Advanced Certificate in Administration of Estates | STEP Advanced Certificate in Administration of Trusts | STEP Advanced Certificate in Trust and Estate Accounting | STEP Advanced Certificate in Will Preparation | STEP Advanced Certificate in Taxation of Trusts and Estates |

Associate member of CILEx

Qualifications

Level 3 CILEx | currently studying final unit for Level 6 CILEx having already completed and passed units in Law of Wills and Succession and Probate Practice

Consultant Solicitor

Since qualifying as a Solicitor in 1993, I have demonstrated consistent commitment to continued learning and development in my chosen fields. I have been a registered Estates and Trust Practitioner with the Society of Trust and Estate Practitioners (STEP) since 2002, and I am exceedingly happy to be working with a firm that shares my commitment to providing the very best in private client services and continued personal and professional development.

I have been a partner in 3 Yorkshire private client firms and feel privileged to have been able to provide honest, reliable advice throughout my career. I believe it is important to lead with sensitivity and professionalism with matters of Probate and Estate Planning, and to ensure clients are treated not just fairly, but as I would expect my own family to be treated during what are often delicate times.

During my career, I have led seminars and delivered numerous presentations covering areas such as; inheritance tax planning, importance of wills and tidying up personal affairs, long term care issues and preservation of assets through family trusts.

My areas of expertise are; estate administration, preparation of wills, tax advice including inheritance tax (IHT) planning, capital gains tax and income tax for trusts and estates, creation and administration of trusts (including personal injury trusts), Court of Protection and enduring/lasting powers of attorney, asset preservation and general elderly care advice.

Qualifications

Solicitor | Full member of the Society of Trust and Estate Practitioners (STEP)