Peter Kim Bolton

Reference number: 215070

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Appointed representative

Peter Kim Bolton does not hold FCA authorisation of their own, and acts under a principal firm, which is legally responsible for their regulated business.

Responsible principal firm

St. James's Place Wealth Management Plc Reference number: 195351 Authorised View firm →
What does this mean?
  • An appointed representative (AR) can carry out regulated financial services, but is not directly authorised by the FCA. A principal firm holds the authorisation and is legally responsible for the AR's conduct.
  • Peter Kim Bolton (FRN 215070) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Peter Kim Bolton's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Peter Kim Bolton, complaints and compensation usually follow the same rules as dealing with the principal, but this depends on the product and your circumstances.
  • Before you proceed, confirm contact details match the official FCA register for both firms. Scammers sometimes clone legitimate AR names and FRNs but use fake phone numbers and websites.

Website, phone number and address

Compare these against whatever you were given. Scammers clone real firm names and reference numbers but use their own phone number and website, so a detail that does not match the register is the clearest warning sign there is.

In the full report: 3 background checks

  • When sjpp.co.uk first appeared online, and whether it can receive email
  • What kind of line 020 8874 1666 is
  • Who else gives the postcode SW18 5NB
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Other names (5)

If you were contacted under any of these names, it is this firm.

  • IHT Solutions Trading name
  • Portfolio Mortgage Solutions Trading name
  • Portfolio Solutions Trading name
  • Kim Bolton Former name
  • Portfolio Mortgages Solutions Former trading name

FCA permissions and consumer protection

  • Protection through the principal firm
    Protection works through St. James's Place Wealth Management PLC, the principal firm responsible for this firm's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
  • Complaints Ombudsman, free
    You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.

FCA disciplinary action and complaints

No FCA disciplinary action.

The Financial Ombudsman Service only publishes complaint figures for firms with 30 or more new complaints in six months, so there are none here for this firm.

Key dates in its history

Peter Kim Bolton’s history from the FCA register and Companies House, newest first.

Key events (2) All events (7)

2007

31 January 2007

  • Changed its registered name from "Kim Bolton"

FCA register

2002

11 July 2002

  • Became an appointed representative

FCA register

In the full report: all 7 events

  • All 7 events in its history (2 shown here)
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Firms like Peter Kim Bolton

Other firms of the same type (financial adviser), nearest first.

In the South West London (SW) postcode area

Adastra Financial LtdLondonAppointed representativeAdrian Connelly Wealth Management LimitedLondonAppointed representativeAdvent Global Opportunities Management LtdLondonAppointed representativeAequitas Research UK LimitedLondonAppointed representativeAgilitas Corporate Finance LLPLondonAppointed representativeAgilitas Private Equity LLPLondonAppointed representative

Firms are listed by type and location, best known first. Being listed is not a recommendation: check any firm before you deal with it.

Get the full report on Peter Kim Bolton

Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.

  • 3 background checks on its contact details
  • All 7 events in its history

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Frequently asked questions about this firm

Is Peter Kim Bolton FCA authorised?
Peter Kim Bolton (FRN 215070) is not directly authorised. It is an appointed representative acting under the responsibility of a directly authorised principal firm.
What does appointed representative mean for Peter Kim Bolton?
An appointed representative (AR) can carry out regulated financial services, but is not directly authorised by the FCA. A principal firm holds the authorisation and is legally responsible for the AR's conduct. Peter Kim Bolton (FRN 215070) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Peter Kim Bolton's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Peter Kim Bolton, complaints and compensation usually follow the same rules as dealing with the principal, but this depends on the product and your circumstances. Before you proceed, confirm contact details match the official FCA register for both firms. Scammers sometimes clone legitimate AR names and FRNs but use fake phone numbers and websites.
What is Peter Kim Bolton’s phone number and website?
The FCA register lists the phone number 020 8874 1666 and the website sjpp.co.uk/kimbolton for Peter Kim Bolton. If you were given different contact details, use these to check with the firm before going any further.
Is Peter Kim Bolton a scam or clone?
Peter Kim Bolton is a genuine FCA-listed firm, and the FCA has published no warnings about fake versions of it. Scammers do copy real firms, though, so check that any contact details you were given match the ones on the register.
Is my money safe with Peter Kim Bolton?
Protection works through St. James's Place Wealth Management PLC, the principal firm responsible for Peter Kim Bolton's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Does Peter Kim Bolton use any other names?
It trades as IHT Solutions, Portfolio Mortgage Solutions and Portfolio Solutions. It has previously used 2 other names: Kim Bolton and Portfolio Mortgages Solutions.

Sources and links

The full report on Peter Kim Bolton

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