Kim Bolton
DipPFS
I have had a successful career within the financial services since 1987, beginning with Hill Samuel Investment Services, at their St James's office in Queen Anne's Gate.
Before joining St. James's Place I also had a management position with Zurich Financial Services. The 'Portfolio Solutions' Practice was originally formed in 2002.
Specialisms:
About
Portfolio Solutions specialise in the area of Investments and many of the clients have come from our past seminars, which focused on Inheritance Tax Planning and Tax Efficient Investment Strategies. Today, Pensions Planning, and Protection have also become important elements of our service.
As a practicing financial adviser I am a member of the Personal Finance Society and the Chartered Insurance Institute and have completed the Diploma in Financial Planning. Other qualifications also include (CF8) Long Term Care Insurance and (ER1) Equity Release, as well as the Mortgage Advice Qualification.
Before becoming involved with a financial services career I obtained a BA Degree in Economics and Public Administration. (University of London, Bedford College).
I have had close past connections with the Wine Trade and many years ago achieved the 'Higher Certificate' from the Wine and Spirit Education Trust.
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 Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
