Ruth Dolan - Independent Financial Advice

Independent advice on retirement planning in Canterbury

What does it do?

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 investment planning, retirement planning, estate planning and protection planning.

She specialises in advising clients funding their care fees. She aims to provide clients with all the available options, in order that an informed decision can be made.

Ruth became an accredited Later Life Adviser after achieving membership of the Society of Later Life Advisers (SOLLA) in October 2010. Ruth also sits on the SOLLA Advisory Board.

Who it is for?

Older people and their families

Where it is available?

Local service serving within 20km of CT12UA.

What it costs:

After an initial consultation with you to establish your requirements, I will provide a written quotation of the services I can provide and the cost.

How to access or apply for it:

Please contact me by phone or email, as above.

Additional information:

The Society of Later Life Advisers (SOLLA) is a key FirstStop partner organisation. SOLLA’s members are regulated Independent Financial Advisers (IFAs) who specialise in financial advice to older people, are qualified to do this and adhere to the Society’s Code of Best Practice. Members may specialise, for example, in paying for care, releasing equity from your home, pensions or savings and investments.
 
Neither EAC or FirstStop has any financial interest in SOLLA or its individual members.

Classification(s):

Info last updated:

11/08/2017
Provider
Tarvos Wealth, Watling Chambers, 18-19 Watling Street, Canterbury, Kent, CT1 2UA