Ruth Dolan has worked in Financial Services industry since 1996. Qualified as a Chartered Financial
Planner, she has been providing independent financial advice since 2004.
Ruth provides advice on a range of areas including taxation and investment planning, retirement planning, protection planning.
An affiliated member of STEP Ruth is also well qualified to assist trustees in adhering to their duties of investments under the Trustee Act 2000. Combining investment planning and the practical aspects of administering trust investments, trustees receive a fully comprehensive plan when considering the investment of trust funds.
Ruth is an accredited Later Life Adviser after achieving membership of the society of Later Life Advisers (SOLLA) in October 2010 and is now a member of the Advisory Board. SOLLA aims to assist consumers to find quality and trusted financial advisers involved in the older client market by promoting the benefits of working with financial advisers who have achieved the Later Life Adviser Accreditation.