OF Financial Management Ltd

Reference number: 1044496

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Authorised by the FCA

This firm is on the FCA register and authorised to carry out regulated activities.

Website, phone number and address

Compare these against whatever you were given. Scammers clone real firm names and reference numbers but use their own phone number and website, so a detail that does not match the register is the clearest warning sign there is.

In the full report: 3 background checks

  • When offm.co.uk first appeared online, and whether it can receive email
  • What kind of line 07741 297337 is
  • Who else gives the postcode SW20 8JN
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FCA permissions and consumer protection

  • Give regulated advice FSCS may apply
    A claim for unsuitable advice is itself FSCS-protected, up to the limit that applies to the product you were advised on.
  • Manage or trade investments FSCS may apply
    Eligible investment and pension claims are typically FSCS-protected up to £85,000 per person, depending on the product and your circumstances.
  • Complaints Ombudsman, free
    You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.
Show FCA detail (4 permissions)
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on Pension Transfers and Pension Opt Outs
  • Arranging (bringing about) deals in investments
  • Making arrangements with a view to transactions in investments

FCA disciplinary action and complaints

No FCA disciplinary action.

The Financial Ombudsman Service only publishes complaint figures for firms with 30 or more new complaints in six months, so there are none here for this firm.

Companies House record

The company behind the firm: its status, age, registered office and directors.

Company number
16565899
Company status
Active
Company type
Private limited company
Incorporated
7 July 2025 (1 year old)
Registered office
43 Gore Road, London, SW20 8JN, England
Nature of business
  • Activities of insurance agents and brokers (SIC 66220)

Directors and company secretaries

Name Role Born Appointed Other companies
Charlotte Alice Field Director Aug 1993 7 Jul 2025 None
Matthew Ross Oak Director Aug 1993 7 Jul 2025 None

In the full report: every company its directors have run

  • Confirmation that these 2 directors run no other company
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Key dates in its history

OF Financial Management’s history from the FCA register and Companies House, newest first.

Key events (5) All events (9)

2026

6 August 2026

  • Regulated by the FCA from this date
  • Became authorised by the FCA

FCA register

2025

7 July 2025

  • Incorporated at Companies House
  • Charlotte Alice Field became a part-owner (25–50% of shares)
  • Matthew Ross Oak became a part-owner (25–50% of shares)

Companies House

In the full report: all 9 events

  • All 9 events in its history (5 shown here)
  • Every director appointment and resignation: 2
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Firms like OF Financial Management

Other firms of the same type (financial adviser), nearest first.

In London

Ernst & Young LLPLondonAuthorisedGallagher (Administration & Investment) LimitedLondonAuthorisedGallagher Risk & Reward LimitedLondonAuthorisedKroll Securities LtdLondonAuthorisedCambridge Mercantile Risk Management (UK) LtdLondonAuthorisedCapita Pension Solutions LimitedLondonAuthorised

Firms are listed by type and location, best known first. Being listed is not a recommendation: check any firm before you deal with it.

Get the full report on OF Financial Management

Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.

  • Every company its directors have run, named
  • 3 background checks on its contact details
  • All 9 events in its history

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Frequently asked questions about this firm

Is OF Financial Management Ltd FCA authorised?
Yes, OF Financial Management Ltd (FRN 1044496) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since August 2026 and works as a financial adviser. The FCA has placed no limits on its permissions.
What is OF Financial Management’s phone number and website?
The FCA register lists the phone number 07741 297337 and the website offm.co.uk for OF Financial Management. If you were given different contact details, use these to check with the firm before going any further.
Is OF Financial Management a scam or clone?
OF Financial Management is a genuine FCA-listed firm, and the FCA has published no warnings about fake versions of it. Scammers do copy real firms, though, so check that any contact details you were given match the ones on the register.
Is my money safe with OF Financial Management?
Its FCA permissions do not allow it to hold or control client money. It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about OF Financial Management to the Financial Ombudsman Service, free of charge.
Who owns OF Financial Management?
Companies House lists 2 people with significant control of OF Financial Management: Mr Matthew Ross Oak (25–50% of shares) and Miss Charlotte Alice Field (25–50% of shares).
Who runs OF Financial Management?
Companies House lists 2 directors of OF Financial Management: Charlotte Alice Field and Matthew Ross Oak.
How long has OF Financial Management been in business?
The company was formed on 7 July 2025, and has held its current FCA authorisation since August 2026.

Sources and links

The full report on OF Financial Management Ltd

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