Oval Financial Management Limited

Reference number: 564990

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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, 1 thing worth a closer look

  • When ovalfinancialmanagement.co.uk first appeared online, and whether it can receive email
  • What kind of line 07854 535484 is
  • Who else gives the postcode CF37 5UR
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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 (5 permissions)
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on P2P agreements
  • 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

Companies House record

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

Company number
07680936
Company status
Active
Company type
Private limited company
Incorporated
23 June 2011 (15 years old)
Registered office
26 St. Philbert Street, Radyr, Cardiff, Wales, CF15 8GW
Nature of business
  • Activities of insurance agents and brokers (SIC 66220)

Directors and company secretaries

Name Role Born Appointed Other companies
Johnathan Howell Williams Director Jul 1969 23 Jun 2011 None

In the full report: every company its directors have run

  • Confirmation that its director runs no other company
  • Both people who have been directors, with their dates
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Filed accounts and finances

Year to 30 June 2025Micro-entity accountsNot audited

Net assets

£85.4k

+28% from £66.6k

Employees (average)

2

Same as 2

Owed within a year

£34.2k

+22% from £28.1k

Assets and liabilities

In the full report: all 7 years of accounts

  • Every year from 2019 to 2025
  • The chart, over every year
  • Every filed figure, year by year
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About these figures
Turnover
Money taken from sales in the year, before any costs.
Profit before tax
What was left after the year’s costs, before corporation tax. A minus figure is a loss.
Net assets, or total equity
Everything the company owns minus everything it owes. A minus figure means it owes more than it owns.
Total assets and total liabilities
Everything the company owns, and everything it owes, on the last day of the year. The gap between them is its net assets.
Cash at bank
Money in the company’s accounts on the last day of the year.
Owed within a year, owed after a year
Debts and bills due in the next twelve months, and those due later.

There is no turnover or profit: small companies do not have to publish them.

Accounts filed at Companies House for company 07680936. Every figure is as filed, apart from total assets and total liabilities, which are added up from filed figures. Nothing is estimated.

Key dates in its history

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

Key events (6) All events (12)

2016

4 August 2016

  • Jonathan Howell Williams took control (75–100% of shares)

Companies House

2013

1 April 2013

  • Regulated by the FCA from this date

FCA register

2011

16 November 2011

  • FCA imposed a requirement (The firm is required to abide by the Deed Poll)
  • Became authorised by the FCA

FCA register

14 October 2011

  • Regulated by the Financial Services Authority from this date

FCA register

23 June 2011

  • Incorporated at Companies House

Companies House

In the full report: all 12 events

  • All 12 events in its history (6 shown here)
  • Every director appointment and resignation: 3
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Firms connected to Oval Financial Management

Other FCA-listed firms that share a director, phone number or address with Oval Financial Management. A link shows who the firm is tied to, not whether either can be trusted.

connected firms
5
share its postcode
5

In the full report: all 5 connected firms, named

  • How each is linked: the same postcode (5)
  • Who links each one: the named directors, with dates
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Firms like Oval Financial Management

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

In the Cardiff (CF) postcode area

Hugh James SolicitorsCardiffAuthorisedAbacus Assurance Financial Services LimitedPorthcawlAuthorisedAcumen Associate Financial Services LtdPontyclunAuthorisedAevitas Wealth LtdBridgendAuthorisedArchytas Strategic Planning LimitedCardiffAuthorisedBurley Fox LimitedCardiffAuthorised

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 Oval 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, 1 flagged
  • 7 years of accounts, charted
  • All 12 events in its history
  • 5 connected firms, named, and who links them

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Frequently asked questions about this firm

Is Oval Financial Management Limited FCA authorised?
Yes, Oval Financial Management Limited (FRN 564990) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since November 2011 and works as a financial adviser. The FCA has placed no limits on its permissions.
What is Oval Financial Management’s phone number and website?
The FCA register lists the phone number 07854 535484 and the website OvalFinancialManagement.co.uk for Oval Financial Management. If you were given different contact details, use these to check with the firm before going any further.
Is Oval Financial Management a scam or clone?
Oval 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 Oval 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 Oval Financial Management to the Financial Ombudsman Service, free of charge.
Who owns Oval Financial Management?
Companies House lists one person with significant control of Oval Financial Management: Mr Jonathan Howell Williams (75–100% of shares).
Who runs Oval Financial Management?
Companies House lists one director of Oval Financial Management: Johnathan Howell Williams.
How long has Oval Financial Management been in business?
The company was formed on 23 June 2011, and has held its current FCA authorisation since November 2011.
What do Oval Financial Management’s latest accounts show?
Its latest accounts, to 30 June 2025, show net assets of £85.4k (+28% from £66.6k).

Sources and links

The full report on Oval Financial Management Limited

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