Angus Houston TEP

View Profile

Angus Houston TEP

Managing Director and Will adviser

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 that this was an area that could be done so much 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.

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).

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 saw 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 me and my family.

Qualifications

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

Close

Lorna Jessop ACA

View Profile

Lorna Jessop ACA

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.

 

Close

Nicola Houston

View Profile

Nicola Houston

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

Dementia Friend

Close

Dawn Plant FCILEx TEP

View Profile

Dawn Plant FCILEx TEP

Head of Legal and Probate and Will adviser

I have over 15 years working in Private Client Law dealing with estate administration, Wills, Powers of Attorney and Trust administration. At Pavilion Row my main area of specialism is advising on planning through Wills, powers of attorney and court of protection, and use of trusts either through Wills or life-time planning.

It is important for me that all clients are treated equally and as individuals. This means investing time to get to know them, their family and their needs.

I am very passionate about Dementia care and research and understand that sometimes people and their family can feel very vulnerable. It is very rewarding to know that I have helped clients put in place documents that they may have put off for years and that their wishes are now legally documented and their families are protected should worst happen.

What I particularly like about being at Pavilion Row is the way we work as a team sharing knowledge and information to ensure that the client receives the best possible advice.

Qualifications

Member of the Chartered Institute of Legal Executives | Full member of the Society of Trust and Estate Practitioners (STEP) |Member of Solicitors for the Elderly| Dementia Friend Champion

Close

Lisa Virdee FCILEx

View Profile

Lisa Virdee FCILEx

Senior Probate, Trust and Will Adviser

I am a Legal Executive with over 10 years’ experience specialising in private client law. Including estate administration, creation, taxation and administration of trusts, Inheritance Tax planning, preparation of Wills and the creation and operation of Powers of Attorney.

At Pavilion Row my main area of focus is estate and trust administration however, I also advise in IHT, Wills and Powers of Attorney.

I get great satisfaction working with families, often at a very difficult time, and knowing that I have helped.

At Pavilion Row, I love that all clients are treated as individuals and that we are encouraged to spend time talking to them so that they can understand the work being done.

Qualifications

Member of the Chartered Institute of Legal Executives | Member of Solicitors for the Elderly| Affiliate member of the Society of Trust and Estate Practitioners (STEP) | Member of the Law Society Probate Section

Close

Extended Team

View Profile

Extended Team

Digby Bew TEP

Digby is a member of STEP and a Fellow of the Federation of Tax Advisers and has over 30 years’ private client experience. He works with Pavilion Row as a consultant providing specialist advice on trusts and taxation when needed.

Close