STEP – Advising Families Across Generations
Jim Walkinshaw has extensive experience in financial management and operations, currently serving as Chief Operations Officer and Director of Finance at the Society of Trust and Estate Practitioners since May 2007. Prior to this role, Jim held the position of Financial Controller at CitySprint UK Limited from May 2005 to May 2007 and worked as a Financial Accountant at NMB-Heller Ltd from 1992 to 2004. Jim's educational background includes attendance at Heath Clark High School from 1981 to 1984.
STEP – Advising Families Across Generations
STEP is the worldwide professional association for those advising families across generations, offering training and development to a global network of trust and estate practitioners. All STEP members belong to a branch or chapter that provides professional development and opportunities to network with peers at a local level. We have 20,000 members in over 100 branches and chapters across the world.