Indpendent Financial Planner

Ray Lovatt

DipFA, CeFA, CeMAP

Ray is an experienced qualified financial adviser with circa 20 years’ experience in the financial services industry.

Over that time, he has developed a breadth of knowledge and expertise which allows him to deliver a professional and reliable service to his clients.

What he enjoys about his role is that he’s able to really take the time to understand what his customers are looking for both immediately and in their longer-term financial planning. This allows him to deliver a bespoke and flexible financial solution with access to market leading products.

Ray is a proud recipient of a Diploma in Financial Services. He is married and has two children and five granddaughters. Away from the business Ray is an avid football fan, he enjoys music, travel, reading and spending time with family and friends.

Christina Wood

Specialist services

  • Pensions
  • Investments
  • Estate Planning
  • Wills and Trust Planning

Coverage area

  • North Staffordshire
  • South Cheshire

07738 121620

Get In Touch

Get in touch if you have any questions or wish to book a free initial consultation.
Email: info@octofp.com