Karen is an expert with over 30 years’ experience in dealing with professional and regulatory disputes. She provides an experienced and caring service, designed to help clients through the disciplinary process, and advising them on what to expect, how to respond, likely outcomes, and strategies to employ.
Karen’s aim is that clients feel protected and reassured by the advice they get through what is a difficult time. She provides a friendly, supportive, yet realistic and straightforward approach. Clients gain confidence from the fact that Karen has helped members from ACCA, ICAEW, Bar Mutual, Law Society and many more.
The complexity of her work is expansive; from advising on initial complaints, through to negotiating Consent Orders, to full Disciplinary Tribunals. Insurance implications are not overlooked, so clients can be secure in Karen’s deep expertise in insurance issues.
Karen’s advice ensures that any steps taken don’t impact adversely on PII insurance and ascertains whether their policy provides funds to assist in the defence of any professional complaint.
What clients say:
“In my opinion, there isn’t anyone out there more qualified than Karen to handle these issues. I would recommend her to any Accountant facing a complaint or investigation by their professional body.“- Professional Indemnity Broker
“I have worked with Karen for many years and know she has the expertise to understand the intricacies of the regulatory regime. Karen is a rare breed. She can winkle out any professional negligence issues that may arise in any complaint or disciplinary matter and tread the delicate path between the two. I have absolutely no issues in knowing that – with Karen – my Insureds are in safe hands.“- Professional Indemnity Broker
“We are an accountancy and tax practice regulated by the ICAEW. ICAEW opened an investigation into a media article that included statements about the firm’s expertise, which they felt could potentially amount to unsubstantiated claims. This arose from a simple omission of a statement of opinion that was easy to do. The situation was stressful, with potential reputational and regulatory implications for the firm and author of the media article. We wanted to ensure the matter was handled correctly, robustly and transparently while protecting the firm’s reputation and demonstrating our commitment to professional standards.
We had no reservations working with Karen. We already had a general retainer with Karen and her team, so we’re used to picking up the phone whenever tricky risk issues arise. We know that their advice is always practical, commercial, and easy to apply.
Karen’s calm and methodical approach immediately stood out. Her detailed understanding of ICAEW procedures meant she knew exactly what evidence and actions were needed to demonstrate that we had identified the issue and corrected it. She guided us through every step, from clarifying the wording used in the press to establishing a robust sign-off process for future communications. The whole experience became a valuable learning opportunity rather than just a regulatory (and stressful) challenge.
ICAEW accepted the corrective steps we took to amend the media article and confirmed that no further action would be taken. More importantly, we now have stronger internal checks in place and a clearer understanding of how to manage public statements responsibly. Karen’s insight has helped us build lasting improvements that go well beyond this single issue.
Karen’s approach is strategic and reassuring. She’s responsive, practical, and always focused on achieving the best positive outcome.
Karen’s detailed knowledge of ICAEW regulations and expectations was invaluable. She guided us through each step, helping us resolve the issue effectively while also strengthening our governance and controls. Having someone who genuinely understands how the ICAEW works – and what they expect to see – made all the difference to the outcome and to how we approach these matters in future.
On a scale of 1 to 10, we would rate our likelihood of recommending Karen as a 10.“
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