Ruth Dolan FPFS
Financial Planning Director & Chartered Financial Planner of Kreston Reeves Financial Planning Services Ltd
Qualifications
- Fellow of the Personal Finance Society (FPFS)
- Chartered Financial Planner (APFS)
- Investment Management Certificate (IMC)
- Accredited Later Life Adviser (SOLLA)
- SOLLA Retirement Advice Standard
- Affiliated member of STEP
Specialisms
Further information
Ruth will be pleased to meet you at any of our Kent offices, or alternatively at your home or workplace if you would prefer.
Having joined the financial services industry in 1996, Ruth is highly experienced in a range of areas, including some specialist areas she holds additional qualifications and accreditations in.
Being an affiliated member of STEP, Ruth assists Trustees with their duties by combining investment planning with the practical aspects of administering trust investments.
As an accredited Later Life Adviser and former member of the Advisory Board of Society of Later Life Advisers (SOLLA), Ruth also uses her expertise to help clients and their family fund long-term care and advise on broader later life planning areas including retirement income planning and estate planning for those keen to pass on wealth to younger generations.
Personal interests
Ruth enjoys peaceful walks with her dog and the arts, particularly the theatre and music.
Email Ruth
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