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.