Several senior appointments made as finance firm grows

Tuesday 16 March 2021

Invicta Wealth Solutions has rebranded and, in the process, promoted a number of its team to senior roles.

James Dumont-Gale joined Invicta in 2017 and has now been promoted to Chief Financial and Operations Officer.

“Invicta’s recent success is testament to the continuing hard work and dedication of our committed team,” said Invicta CEO Jim Elliot.

“I’m delighted we have been able to recognise this in our recent promotions. The majority of our team have worked for us for a considerable amount of time and like our business their careers have grown with us." 

Elsewhere, Lauren Deary has been promoted to Governance and Risk Director; Karl Loeser and Kelly Roger have been promoted together to Client Relationship Director; and Nita Monti has been promoted to Head of Tax Compliance and Operations.

Pictured Top: Mr Dumont-Gale, Ms Deary, Mr Loeser, Ms Monti and Ms Roger.