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Kim Bolton Email & Phone Number
Principal of Portfolio Solutions
at
St. James's Place Wealth Management
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✓ Verified August 2026
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Current company
Role
Principal of Portfolio Solutions
Location
London, England, United Kingdom
Who is Kim Bolton? Overview
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Kim Bolton is listed as Principal of Portfolio Solutions at St. James's Place Wealth Management, based in London, England, United Kingdom. AeroLeads shows a matched LinkedIn profile for Kim Bolton.
Kim Bolton previously worked as Financial Adviser at Openwork Ltd and Financial Adviser at Zurich Financial Services. Kim Bolton holds Ba, Economics & Public Administration from University Of London.
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St. James's Place Wealth Management
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Profile bio
About Kim Bolton
First of all, thank you for viewing my profile. Having spent over 35 years helping individuals, wider families and businesses to create, protect and pass on wealth, I have a good understanding of the issues which concern my clients. Many people are too busy to spend precious time focused on their financial planning; whether it is to get the most from tax efficient investment planning, robust inheritance tax planning and long term care planning, or simply just making sure, they and their family, are financially safe and making the right decisions.Many clients have numerous financial products and assets in place, often with little idea what sort of financial future or implications these may offer. Often there is no ‘Financial Plan’ in place to achieve their medium to long term objectives, which includes considering more tax efficient ways to increase wealth or mitigate risk.I like to provide a highly professional service, working with my clients over the long term, to understand their objectives, and tailor their financial planning.Offering a holistic financial planning service brings experience in a wide variety of scenarios so please feel free to email, (or call me directly on 07771888383). More details are available on my website at www.sjpp.co.uk/kimbolton.
Listed skills include Investment Advisory, Retirement Planning, Insurance, Pensions, and 13 others.
Current workplace
Kim Bolton's current company
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St. James'S Place Wealth Management
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9 roles · 22 years
Kim Bolton work experience
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Principal Of Portfolio Solutions
I offer face-to-face advice for the financial planning needs of people and businesses. In particular I aim to help preserve and grow wealth, using the right tools to deliver the most tax efficient and appropriate strategy.As an Associate Partner Practice of St. James’s Place Wealth Management based in Hamilton Place, (Mayfair, London), my emphasis is on maintaining long-term relationships with my clients and to provide them with a source of trusted advice as their financial needs evolve over the years.I do not provide off-the-shelf (or off-the-web) solutions, but offer you the benefit of a single relationship to meet all your financial planning needs, whether your priority is to:•Build or preserve wealth; either now, or for retirement.•Gain financial protection against risk, including business protection.•Reduce your Inheritance Tax liabilities.•Assist with the challenges of Long Term Care.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). The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.
Financial Adviser
2005 - Nov 2010
Financial Adviser
Apr 2002 - 2005
Branch Manager & Financial Adviser
Apr 1998 - Apr 2002
Branch Manager & Financial Adviser
Allied Dunbar
Apr 1994 - Apr 1998
Manager & Financial Adviser
Hill Samuel Investment Services
Oct 1987 - Apr 1994
Stock Controller
City Vintagers / Grierson Blumenthal
Aug 1986 - Jul 1987
.
Darlington Wines
Nov 1983 - Aug 1986
2 education records
Kim Bolton education
Ba, Economics & Public Administration
Education record
FAQ
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What company does Kim Bolton work for?
Kim Bolton works for St. James's Place Wealth Management.
What is Kim Bolton's role at St. James's Place Wealth Management?
Kim Bolton is listed as Principal of Portfolio Solutions at St. James's Place Wealth Management.
Where is Kim Bolton based?
Kim Bolton is based in London, England, United Kingdom while working with St. James's Place Wealth Management.
What companies has Kim Bolton worked for?
Kim Bolton has worked for St. James'S Place Wealth Management, Openwork Ltd, Zurich Financial Services, Allied Dunbar, and Hill Samuel Investment Services.
How can I contact Kim Bolton?
You can use AeroLeads to view verified contact signals for Kim Bolton at St. James's Place Wealth Management, including work email, phone, and LinkedIn data when available.
What schools did Kim Bolton attend?
Kim Bolton holds Ba, Economics & Public Administration from University Of London.
What skills is Kim Bolton known for?
Kim Bolton is listed with skills including Investment Advisory, Retirement Planning, Insurance, Pensions, Investments, Strategic Financial Planning, Wealth Management, and Retirement.
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