Lexcel Assessors

Caroline Harris

Lexcel Assessor &  Consultant
Investors in People
Qualified non-practising Solicitor

 

Experience:
30 years experience in the legal sector, 12 years with IIP & 10 years Lexcel/Legal Sector consultancy & 10 years Lexcel/Legal Sector consultancy.

Specialisms:
Joint Lexcel/IIP assessments.

Based:
West Midlands & South West

Cathy Poulter

Lexcel Assessor & Consultant
SQM Assessor & Consultant
CQS Assessor & Consultant
Investors in People

 

Experience:
Experienced ex solicitor, originally admitted to the roll in 1979, now an independent consultant working in the legal sector providing assessment, advice and guidance, approved Law Society project supplier & 10 years Lexcel/Legal Sector consultancy.

Specialisms:
Client care, complaints handling, risk and regulatory compliance including Outcomes Focused Regulation & support for COLP/ COFA.

Based:
South West

Chris Gough

Lexcel Assessor & Consultant

 

Experience:
20 years + in law firms & consultancy – fee-earning experience as a volume residential conveyancer in private practice, implementation consultant for legal IT solutions & business services division of a ‘top ten’ accountancy practice.

Specialisms:
IT system implementation (legal accounting & case management systems), business process re-engineering.

Based:
London, South East & Eastern Counties

Christine Tallon

Lexcel assessor and Lexcel accredited consultant/freelance legal risk and compliance consultant

 07968 411794
christallon@aol.com

Experience:
Qualified as a solicitor in 1991 and spent over 25 years in private practice including at equity partnership level in a medium sized firm in London where she was a member of the Risk & Compliance Committee and involved in applying for Lexcel accreditation and subsequent reaccreditation.
Specialisms:
Risk & Compliance Consultancy, client care, file reviews. Having had extensive involvement in private practice, Christine understands the issues which arise in practice and is able to provide a practical and pragmatic approach.
Based:
South Wales also covering Mid Wales, South West England, London, Midlands, Gloucestershire, Worcestershire, Herefordshire.

Claire Ludbrook

Lexcel assessor & consultant/trainer

Experience:
Law graduate, with LPC. Experience of working in a firm. Supported over 40 firms through to achievement of Lexcel and worked with ISO 9001 :2008 in a service environment.
Specialisms:
Customer service, quality systems, equality and diversity and best practice.
Based:
North East, but operates nationally and internationally

Dafydd Thorne

Lexcel/SQM Assessor & Consultant

Experience:
Communications. Practice and Performance Management
Specialisms:
Customer service, quality systems, equality and diversity and best practice.
Based:
South West but works all across the South

Dawn Lindop 

Lexcel Assessor, SQM Auditor, non-practising solicitor and compliance consultant

Experience:
Qualified as a solicitor in 1990 and spent several years in private practice before joining the Law Society and thereafter the SRA. In over ten years as a senior adviser in the SRA’s Practice Standards Unit Dawn visited hundreds of firms of solicitors of all sizes and types to assess regulatory compliance and help improve their compliance and risk management systems. Since 2011 she has run her own compliance consultancy.
Specialisms:
Lexcel, SQM, SRA compliance consultancy, file reviews and COLP/COFA support
Based:
Midlands but will travel

Debbie Fowler

Lexcel Assessor, Consultant, Trainer, Locum Family Lawyer, Practice Development Specialist

07813 070715
djfconsultancy@me.com
linkedin.com/in/debbiefowler1

Experience:
21 years legal experience, currently a Chartered Legal Executive, Family Lawyer & 10 years Lexcel/Legal Sector consultancy.
Specialisms:
File review assignments, training, practice development techniques/strategies, and risk management.
Based:
West Midlands

Emily Mayes

Lexcel and SQM assessor and consultant

Experience:
• Generalist HR background.
• Investors in People assessor/consultant from 2000 to 2021.
• Lexcel assessor since 2006.
• Legal sector consultant including provision of independent file review service.

Specialisms:
• Assessment of client organisations to Lexcel and SQM standards.
• Legal practice management consultancy.
• People and Performance management.
• Risk management.

Relevant Qualifications:
• MCIPD
• Level 7 Diploma in Management Consultancy
• Registered Lexcel Assessor and SQM Auditor
• Level A in Psychometric Assessment

Based:
South East and London

Eric Xuereb 

 

Eric qualified as a Solicitor in England and Wales in 1979 and pursued a career in both private practice and local government service as a fee earner and then as a senior legal services manager and head of service until his retirement from practice in 2007.

Since then, Eric has worked as a LEXCEL Assessor and Consultant, and as an ISO 9001 Lead Auditor.  He also worked as a Lead Auditor for BARMARK (the Bar Council’s quality assurance standard) until the scheme’s discontinuance in 2013.

Eric now focuses solely on Lexcel.  He is based in London and works mainly in London and the South East.  Since 2012, he has also conducted annual overseas Lexcel assessments, mainly in West Africa and the Middle East.

As a former practitioner, and as an experienced Lexcel assessor and consultant, Eric brings to bear, in both his consultancy and assessment work, his wide experience of the legal profession together with his detailed practical knowledge of how to achieve and maintain the Lexcel Standard.

Based:
London

Fiona du Feu 

Lexcel Assessor & Consultant, non-practising solicitor, Compliance Consultant  

Experience:

Fiona du Feu qualified as a solicitor in 1988 and spent over 20 years in private practice.  She now runs her own risk and compliance consultancy for lawyers, with client from sole practicitioners to large multi-site firms, and is a Lexcel Assessor, Trainer, Author and Consultant.

Specialisms:

Lexcel, CQS, providing the “how to” of risk management.

Based:

Northern base, national presence.

Gayle Audley

Lexcel assessor/outsourced commercial director/performance Management Coach

07956 660172

gayle@gayleaudley.com

gayleaudley.com

Experience:

As a former top British tennis player and elite performance coach Gayle knows what it means to be the best and now brings her sporting pedigree into the business arena. After studying law she went onto work in a commercial capacity with a number of top UK businesses.

Specialisms:

Gayle works with around 50 law firms each year ranging from sole practitioners to multi-nationals and has conducted over 500 Lexcel assessments to date on behalf of The Law Society. Following the pandemic there may never be a better time to bring together people, innovation, technology and opportunity and she looks forward to working with you and being a part of your success story.

Based:

Northern base, national presence

Gemma Shanks

Lexcel Assessor, Consultant, Compliance Consultant, Non-practising solicitor

Experience:

Non-practising solicitor with over 12 years’ experience working with the Legal Profession and the Lexcel Standard. Extensive Lexcel experience working with a significant number, and variety of firms from sole practitioners to multi nationals and local authorities.

As a consultant, assists law firms helping them to implement effective processes and procedures to achieve the Law Society’s Lexcel standard and regulatory compliance. Frequently supports firms through complex structure change projects, helping them to navigate through the process quickly and efficiently. Excellent communication skills and a pragmatic and intuitive approach allows for working well with all personnel within firms, from senior management through to support staff, to achieve the best results possible.

Based:

North East. Operates nationally.

Ian Fuller

Lexcel/Business Coach

Experience:

Assessor with 10 years’ experience of assessing against the Lexcel Standard and around 20 years on Investors in People across a range of organisation sizes and sectors.

Specialisms:

Coaching and advising on business planning, leadership and management development, and people management good practice and supporting processes.

Based:

Ian is based in Cornwall and covers the South West

Jane Blackstock

Lexcel assessor, consultant, SQM consultant

Experience:

Over 20 years running own consultancy business and 19 years as a Lexcel Assessor covering firms of all different sizes nationally.

Specialisms:

Providing bespoke assistance to Law Firms in working towards the requirements of Lexcel and providing ongoing support with maintenance of the accreditation.

Based:

Midlands and South West, operates nationally

Jeff Williams-Jones

Lexcel assessor/consultant; management consultant; qualified executive coach and leadership mentor; lecturer in management subjects at undergraduate and postgraduate levels; Investors in People practitioner for 18 years.

07966 256565

jeff@mana.cymru

Experience:

35 years as manager/owner of a trading company, Entrepreneurship, University Teaching.

Specialisms:

Welsh speaker, strategic development (business planning), human resource management

Based:

Wales but will travel

Kathy Leahy  

Lexcel/Matrix/Merlin Standard/assessor/consultant/business coach

Experience:

10 years + experience managing and providing business consultancy to all sectors including government department, 11 years Lexcel, plus an assessor for other quality standards including SQM.

Specialisms:

Business management programmes, policy development and operational delivery.

Based:

West Midlands

Kate Williams

Solicitor, Lexcel Assessor, Consultant

k.williams@purplebulb.co.uk

Experience:

I have a number of years’ fee earning experience as a commercial property solicitor employed in private practices and in-house with experience ranging from complex multi-billion portfolio deals to individual small-business transactions. I continue to maintain my practicing certificate working for our family-owned property holding company and am now also an independent consultant supporting legal and other businesses in risk management and organisational development.

Specialisms:

As a former Investors in People Assessor trained against the current version of the IIP standard, I assist with mapping and links between the Lexcel and IIP standards, and support organisations working towards IIP accreditation.

In a Lexcel context, I undertake Lexcel assessments, support legal practices working towards Lexcel accreditation (from gap analysis to policy and procedure review, development, drafting and implementation), provide tailored advice and support to work towards improvement areas identified in assessments, offer an independent file review service (from developing and implementing file review processes to conducting file reviews), deliver added value webinars for Recognising Excellence, and provide ad hoc tailored services according to need.

For those seeking general organisational development support I offer bespoke support according to need including carrying out internal auditing and investigation functions, helping to develop policies and processes, assisting senior leaders with strategy, employee engagement and management ideals, and helping to develop and implement people and performance management processes.

Based:

South-West

Face to face work primarily in Gloucester, Bristol and Somerset. However, I work with organisations nationally and have remote working functionality. 

Michael Johnson

Assessor for Lexcel, Auditor for ISO 9001 and also the LawNet Quality Standard (LQS).

07885 825 023

michael@lexconex.com   

www.lexconex.com     

Experience:

Practised as a Solicitor for 21 years, in Private Practice (commercial and relocation/residential property, liquor licensing, from Trainee Solicitor to Equity Partner, including as Managing Partner) and for 3 years as COO of an International Title Insurance Group. Since 2010 has carried 100’s of audits and assessments predominantly for Legal Practices (private practice and in-house) but also for other non-legal sector Organisations. 

Specialisms:

Whilst independently assessing and auditing, seeing compliance through the eyes of the Practice, all staff and those who have the responsibility to introduce, maintain and monitor it.

Based:

South West, but carries out assessments and audits throughout England, South Wales and in Continental Europe.

Meltem Kanli

Lexcel Assessor, Consultant, Locum Solicitor

Experience:


Locum Solicitor, specialist in employment law & HR matters.  25 years + experience at Marks & Spencer Plc Marble Arch store.  Customer service and complaints handling, people management, training and development, risk and compliance management.

Based:

London & South East

Neil Huxtable

Lexcel, Investors in People, AQS, SQM, assessor, consultant

Experience:

Business owner providing consultancy on organisation development and human resources, IIP assessor experience & 10 years Lexcel/Legal Sector Consultancy.

Specialisms:

Welsh speaker, organisational development, performance management & joint Lexcel/IIP assessments.

Based:

South & North Wales

Malcolm Lawson

Assessor for Lexcel, Lead Auditor for ISO 9001 also the LawNet Quality Standard (LQS). Lexcel and Risk and Compliance consultant/trainer. Leadership and Management Trainer and mentor.

07967038021

malcolm@nebsolutions.co.uk

www.nebsolutions.co.uk

Experience:

Lexcel assessor/consultant since 1998, working with a variety of legal firms from sole practitioners to multi nationals and in-house legal departments of local authorities. Significant experience of working with and providing consultancy support to businesses across all sectors including, legal, education, charities, and international blue-chip organisations. Established and sold a number of small businesses.

Specialisms:

Customer focused approach. Practical experience as an owner of numerous small businesses and therefore empathy with business leaders. Leadership and management trainer and mentor. Talent management and succession planning. Performance Management, IT and Business Continuity.

Based:

North East England but operate nationally

Neil Partridge

Lexcel assessor, consultant and trainer. GDPR specialist. Cyber security Lead Auditor. Marketing and commercial project leader.

07967 965340

neilp@pdalimited.com

Experience:

Has conducted more than 500 assessment, training and consultancy visits to legal organisations. Delivered 8 Law Society webinars (to date) on GDPR, information security and Lexcel. Speaker at the Law Society’s Lexcel national annual conference in 2018 and 2019, and the Law Society’s 2019 GDPR conference. Has supported more than 100 legal sector organisations for GDPR, including data mapping, updating polices, training and handling Data Subject Access Requests. Neil trained all Lexcel assessors, on behalf of the Law Society, and more than 250 legal practices, on the changes for Lexcel v6.1.  Co-author of the PDA GDPR Supported Guidance Pack and the Cyber Primed cyber/data security standard. Director of commercial projects for multinational businesses. Board member of three companies in the legal compliance, marketing and cyber security sectors, respectively. Board member of a charitable Trust in the City of London.

Specialisms:

GDPR/data protection, cyber security, data security, Lexcel, SQM (consultancy), SRA compliance, risk management, project management.

Based:

London and South East

Paul McCluskey

Lexcel Assessor & Consultant, Law firm banking & finance specialist

07785 503007

paul@mccluskeyconsulting.co.uk

Experience:
With over 30 years financial services experience and former UK Head of Professional Practices at Lloyds Bank, Paul helps law firms to improve their approach to banking, finance and risk management. As an independent FCA registered finance broker, Paul enables legal practices to source and implement a broad range of banking and finance solutions that are fully tailored to their business needs. Paul speaks and writes regularly on issues that impact the legal sector.

Specialism:

Lexcel, SRA compliance, SRA Accounts Rules, risk management including independent AML risk reviews, law firm financial management, generating income from client monies and sourcing business finance.

Based:
East Anglia & London.  Operates nationally and internationally

Rob Macleod MBE

Lexcel assessor, consultant & trainer

Experience:

Lexcel assessor since 1998 has worked with private firms, large and small and in-house legal teams. Extensive international experience working with a range of quality assurance standards and compliance frameworks, such as IIP and ISO 9001:2008 in blue chip organisations.

Specialisms:

strategic planning, people management, management development, equality and diversity, IT and being practical.

Based:

London and the North but operates nationally and internationally

Roger Young

Lexcel assessor & commercial business coach

Experience:

25 years + commercial business, management and board level experience & 10 years Lexcel/Legal Sector consultancy.

Specialisms:

Strategic planning, organisational change, people management, financial appraisal & planning, risk management, leadership & Director mentoring.

Based:

London, Midlands, South Wales & France

Stuart Blake

Lexcel assessor & consultant, regulatory compliance consultant, trainer

07530 702175

stuart@beaconlegal.co.uk

www.beaconlegal.co.uk

Experience:

Non-practising Chartered Legal Executive with over 30 years’ experience in the legal profession and over 15 years in legal practice management intimately involved in Lexcel and regulatory compliance. Consultancy clients have included large multi-national law firms, sole practitioners and everything in-between.

Specialisms:

Practical applications and solutions. Policy/procedure development. COLP/MLRO support. Hands on assistance where required.

Based:

Midlands and South West, operates nationally and internationally

Stuart Lee

Lexcel Assessor & Consultant, SQM Lead Assessor, Compliance Consultant

07553810810

Stuart.lee@sjlquality.co.uk

Experience:

18 years experience working with the Legal Profession as an assessor, regulator, consultant, policy maker, trainer and contract manager. Lexcel assessor since 2011 assessing all size of legal providers from sole practitioner to practice with 270 staff and 11 offices. 11 years experience at the Legal Aid Agency. Associate SQM Lead Auditor responsible for training assessment team and quality assurance.

Specialisms:

Lexcel, SQM, Consultancy and Risk Management. Obtained

Based:

The North West

Samantha Gallagher

Lexcel Assessor and Consultant, Risk and Compliance Consultant and SQM Auditor

Experience:

Risk and Compliance Consultant with a background in conveyancing and regulatory compliance. Worked in private practice for a number of years before joining the Law Society and then the SRA. Spent over 10 years undertaking regulatory inspections for the SRA’s Practice Standards Unit and assisting firms to meet their regulatory obligations.

Now as an independent consultant supports legal practices with meeting their SRA obligations and the requirements of relevant legislation and accreditations. Also offers tailored compliance solutions to help businesses develop and embed effective quality and risk management processes. These solutions include drafting policies and procedures, developing and implementing file review processes and internal audit functions.

Specialisms:

Lexcel, regulatory compliance, risk management including file reviews/audits, CQS and SQM.

Based:

Midlands but also covering East Anglia and London

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