Raymond Dennis Lovatt

Last updated
2 weeks ago
Watch for changes

Where they hold approval

Firms where this individual holds — or has held — an FCA-approved role.

  • 2 Plan Wealth Management Limited

    FRN 461598

    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • Appointed representative dealing with clients for which they require qualification (since 22 Jul 2025)
    • CF30 Customer (since 5 Aug 2024)
    • [FCA CF] Client dealing (11 Jul 2024 to 22 Jul 2025)
    • [FCA CF] Functions requiring qualifications (11 Jul 2024 to 22 Jul 2025)
  • Octo Financial Planning Ltd

    FRN 972331

    • (3)Employed By (since 3 Jul 2025)
  • Octo Wealth Management Ltd (no longer approved here)

    FRN 1005889

    • (4)Employed By (5 Aug 2024 to 3 Jul 2025)
  • Quilter Financial Limited (no longer approved here)

    FRN 497604

    • Appointed representative dealing with clients for which they require qualification (20 Sep 2023 to 10 Jul 2024)
    • CF30 Customer (18 Sep 2023 to 10 Jul 2024)
  • Chrysalis Wealth Management Ltd (no longer approved here)

    FRN 708796

    • (13)Employed By (18 Sep 2023 to 10 Jul 2024)
  • TenetConnect Limited (no longer approved here)

    FRN 149826

    • CF30 Customer (29 Jun 2020 to 1 Sep 2023)
    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 1 Sep 2023)
  • New Vision Wealth Strategies Limited (no longer approved here)

    FRN 470102

    • CF30 Customer (11 Nov 2013 to 8 Dec 2019)
  • Milsted Langdon Financial Services Limited (no longer approved here)

    FRN 126457

    • CF30 Customer (1 Nov 2011 to 10 Oct 2013)
  • Financial Planning For Professionals Limited (no longer approved here)

    FRN 523366

    • (32)Employed By (1 Nov 2011 to 10 Oct 2013)
  • RLUM Limited (no longer approved here)

    FRN 144032

    • CF30 Customer (1 Nov 2007 to 29 Oct 2011)
    • CF22 Investment Adviser (Trainee) (30 Nov 2006 to 31 Oct 2007)

Recent activity

Updates to this individual's record on the FCA register.

  1. controlled function removed: Employed By at Chrysalis Wealth Management Ltd

  2. controlled function added: (13)Employed By at Chrysalis Wealth Management Ltd

  3. controlled function removed: Employed By at Financial Planning For Professionals Limited

  4. controlled function added: (32)Employed By at Financial Planning For Professionals Limited