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Jim Elliott

Jim Elliott

Trust Administrator

Followers of Jim Elliott2000 followers
location of Jim ElliottGuernsey

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  • Timeline

  • About me

    CEO at Invicta Wealth Solutions Limited

  • Education

    • Society of Trust and Estate Practitioners

      2008 - 2009
      Diploma in International Trust Management Distinction

      Jim obtained a diploma in International Trust Management on 11th November 2009 and was registered as a member of the Society of Trust and Estate Practitioners (STEP) on 26th March 2010.

    • Institute of Chartered Secretaries and Administrators (ICSA)

      2004 - 2007
      Graduate Diploma & Professional Levels

      Jim was admitted to Graduateship of The Institute of Chartered Secretaries and Administrators on 1 February 2007

    • Elizabeth College, Guernsey

      1993 - 1997

    • Repton Prep School

      1990 - 1993

    • University of Exeter

      1997 - 2000
      Geography (Earth Studies)

    • The Institute of Directors

      2015 - 2015
      Certificate and Diploma in Company Direction

    • University of Manchester - Manchester Business School

      2011 - 2013
      BSc Management with Trusts and Estates First Class

  • Experience

    • Kleinwort Benson

      Jan 2000 - Jan 2002
      Trust Administrator

    • RBC

      Jan 2003 - Jan 2008
      Senior Trust Officer

    • Invicta Wealth Solutions Limited

      Jan 2008 - now

      • Chief Executive Officer

        May 2016 - now

      • Director

        Jan 2010 - now

      • Manager

        Jan 2008 - Jan 2009

  • Licenses & Certifications

    • Dynamics of Personal Management

      Success Motivation International Inc
      May 2013