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UK (FCA)
Authorised
Authorised since August 2026
Last updated 8 August 2026

OF Financial Management Ltd

Investment and advice, Wealth/investment advisor

Location

OF Financial Management Ltd, 43 Gore Road, London, SW20 8JN

Summary

OF Financial Management Ltd is a London-based wealth/investment advisor. It was first authorised by the FCA in 2026. It has permissions related to investments and pensions.

Timeline

6 August 2026

First authorised by the FCA

6 August 2026

Permission update: Advising (ex Pension Transfers/Opt Outs)

6 August 2026

Role appointment: [FCA CF] Client dealing (Mr Matthew Ross Oak)

Firm permissions

Designated Investment Business
Latest financial accounts
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Key people

SMF16 Compliance Oversight

Miss Charlotte Field

email@company.com+44 20 0000 0000

SMF17 Money Laundering Reporting Officer (MLRO)

Mr Matthew Ross Oak

email@company.com+44 20 0000 0000

SMF3 Executive Director

Miss Charlotte Field

email@company.com+44 20 0000 0000

SMF3 Executive Director

Mr Matthew Ross Oak

email@company.com+44 20 0000 0000

CPD4 - Personal recommendation on retail investments (not broker funds)

Mr Matthew Ross Oak

email@company.com+44 20 0000 0000

Responsible for Insurance Distribution

Miss Charlotte Field

email@company.com+44 20 0000 0000

The Chartered Insurance Institute (CII)

Mr Matthew Ross Oak

email@company.com+44 20 0000 0000

[FCA CF] Client dealing

Mr Matthew Ross Oak

email@company.com+44 20 0000 0000

[FCA CF] Functions requiring qualifications

Mr Matthew Ross Oak

email@company.com+44 20 0000 0000

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