Ruth Dolan Email & Phone Number

I provide independent financial planning advice for clients seeking assistance with the growth, management and protection of their wealth. I advise on general financial planning areas (investments and wealth management, retirement income planning) to more specialist areas such as trustee investments, inheritance tax planning and care fees funding. My range of expertise and skills are particularly beneficial when working with families across the generations, where sound wealth management solutions and succession planning can save tax and provide peace of mind.My aim is to provide a comprehensive, professional but friendly service and have particular strengths in dealing with the more complex arrangements and making things simple and more organised for clients moving forward. I work collaboratively with clients in a way that suits them - not everyone is the same so I can adapt my approach to ensure clients get the advice they need in the most appropriate way for them.As Head of Legal Relationships at Craven Street Wealth, I am looking to continue to develop strong links with legal practitioners and firms across the South East. Joined up legal and financial planning advice can provide excellent outcomes for clients and I believe that more can be done to ensure lawyers understand how and why this is. Having spent over 15 years working within a large legal practice and over 20 years working closely with lawyers, I can really help lawyers and advisers work better together.

Listed skills include Retirement Planning, Inheritance Tax Planning, Trusts, Estate Planning, and 16 others.