About us
Kim Bolton is the Principal of Portfolio Solutions, a Partner Practice of St. James's Place.
Careful planning is a key part of this personal service and Portfolio Solutions does not provide off-the-shelf (or off-the-web) solutions. We offer you bespoke advice to help meet all your financial needs, whether your priority is to:
- Mitigate Inheritance Tax liabilities
- Build or preserve personal capital and business assets
- Personal and business retirement options
- Obtain mortgage advice
Your home may be repossessed if you do not keep up repayments on your mortgage.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
The levels and bases of taxation, and reliefs from taxation, can change at any time. The value of any tax relief depends on individual circumstances.More about us
We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.
