Ruth Dolan

Ruth is highly experienced, having joined the financial services industry in 1996, qualifying as a Chartered Financial Planner, and providing high-quality financial advice since 2004. Based in Canterbury, she supports clients across a range of areas including taxation, investing, retirement planning, and protection, while also developing several areas of specialist expertise.

As an affiliated member of STEP, Ruth is well qualified to assist trustees in adhering to their duties under the Trustee Act 2000. By combining investment planning with the practical aspects of administering trust investments, trustees receive a fully comprehensive plan when considering the investment of trust funds.

Ruth is also an accredited Later Life Adviser, achieving membership of the Society of Later Life Advisers (SOLLA) in October 2010 and subsequently joining the Advisory Board. SOLLA helps consumers find trusted financial advisers for older clients and promotes the benefits of working with advisers who have achieved the Later Life Adviser Accreditation.

In a constantly changing industry landscape, Ruth enjoys a challenge, most recently successfully managing a team integration to Craven Street Wealth. Operating from our Canterbury office, she finds the firm vibrant and unique, combining expertise across professional services to deliver outstanding client outcomes. Her role as Head of Legal Relationships allows her to exercise her expertise alongside legal professionals, providing both client benefit and structured CPD support.

Ruth believes that being entrusted with clients’ finances is a privilege that must be earned – a principle she shares with those entering or new to the financial services industry through mentoring. Providing financial advice in Canterbury, she takes pride in delivering tailored solutions that clients can rely on.