What We Do
Four pillars of advisory expertise
Oakbridge Agility provides specialist advisory across the four disciplines that matter most to regulated financial firms: governance, risk, operational resilience, and regulatory readiness.
Governance Advisory
Boards that work. Governance that holds.
Effective governance is not about ticking boxes. It is about building structures that enable sound decision-making, clear accountability, and confident oversight. We help financial firms design and embed governance arrangements that are proportionate, practical, and regulator-ready.
Who this is forParticularly relevant for firms approaching authorisation, post-authorisation build-out, or those preparing for a supervisory review.
What we deliver
- Board and committee structure design
- Terms of reference and governance frameworks
- Management information design for boards
- Governance gap analysis against FCA/PRA expectations
- Senior Managers & Certification Regime (SMCR) implementation
- Board effectiveness reviews
Risk Management
Risk frameworks built for your firm, not a template.
A risk framework should reflect the nature, scale, and complexity of your business, not be lifted from a generic playbook. We design and implement risk management arrangements that are genuinely embedded in how your firm operates, and that satisfy regulatory expectations.
Who this is forSuited to growing firms that need to professionalise their risk function, and established firms refreshing frameworks ahead of regulatory engagement.
What we deliver
- Enterprise risk framework design and documentation
- Risk appetite statement development
- Risk register design and implementation
- ICAAP and ILAAP support
- Three lines of defence model design
- Risk committee support and secretariat
Operational Resilience
Stay within tolerance. Stay in business.
The FCA and PRA expect firms to identify their important business services, set impact tolerances, and demonstrate they can remain within those tolerances during severe but plausible disruptions. We guide firms through the full operational resilience lifecycle, from mapping to testing to board reporting.
Who this is forEssential for all FCA and PRA regulated firms. Particularly sensitive for firms completing their annual self assessments.
What we deliver
- Important business services identification and mapping
- Impact tolerance setting and documentation
- Scenario design and testing facilitation
- Operational resilience self-assessment
- Vulnerability identification and remediation planning
- Board and ExCo reporting on resilience posture
Regulatory Readiness
Face the regulator with confidence.
Whether you are seeking authorisation, responding to a supervisory visit, or navigating a thematic review, preparation is everything. Our advisors have direct experience of the FCA and PRA supervisory process. We know what regulators look for and how to present your firm in the best possible light.
Who this is forRelevant to any regulated firm, but especially those in the authorisation pipeline, under enhanced supervision, or navigating significant regulatory change.
What we deliver
- FCA and PRA authorisation support
- Regulatory gap analysis and remediation planning
- Supervisory visit preparation
- Regulatory change impact assessment
How we work
Discovery
We begin with a structured conversation to understand your firm's regulatory perimeter, current arrangements, and the specific challenge you are facing.
Scoped engagement
We agree a clear scope, timeline, and fee with no open-ended retainers unless that is what you need. Every engagement is designed to deliver a defined outcome.
Board-ready delivery
Our outputs are designed to be used, presented to boards, submitted to regulators, or embedded in your operations. We do not produce reports that gather dust.
Not sure which service fits your situation?
Many of our engagements span more than one discipline. Start with a conversation — we will help you identify where the most pressing need lies and how we can best support you.
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