Oak Barn Financial Planning is a niche financial planning practice based in Godalming on the Surrey Hampshire border. We offer high quality financial planning to individuals and their families and have a particular specialism in advising people going through separation and family breakdown. This includes the complex area of pensions and divorce.
Services
Transparency and fairness are the ethos that drive everything we do at Oak Barn Financial Planning. All work is carried out on a fee basis and the level and type of fee will vary dependent upon the type of work we are engaged to do. More information on fees is available on request.
With over 25 years experience in financial services, Paul Cobley has spent the last decade developing a specialism in the area of divorce and family breakdown, and especially the complex area of pensions on divorce.It is common for people going through divorce to be apprehensive when dealing with what are often complex issues.
With over 25 years experience in financial services, Paul Cobley has spent the last decade developing a specialism in the area of divorce and family breakdown, and especially the complex area of pensions on divorce.It is common for people going through divorce to be apprehensive when dealing with what are often complex issues.
Obtaining specialist financial advice on your divorce is very important. Making the wrong decision because of incomplete information or a desire to settle matters quickly could have major financial consequences for the rest of your life. When it comes to dividing your financial assets, you could lose tens or even hundreds of thousands of pounds if they are not reviewed and valued professionally.
The investment philosophy developed by Oak Barn Financial Planning is based on the science of capital markets. Like all good science this is an evidence based philosophy and formulated from research carried out by some of the greatest financial academics in the world, a number of whom have gone on to receive Nobel prizes for their work.
Many people think of Financial Planning as the provision of financial advice and it is true, this can often be a part of the process. But Financial Planning is much more than that. It is about how you use your money during your lifetime and at Oak Barn Financial Planning we use sophisticated financial planning software to bring your financial future to life before your very eyes.
We follow a scientific approach to investing client money and like all good science, this is evidence based. We have studied the research carried out by many of the most brilliant financial academics in the world, a number of whom have gone on to receive Nobel prizes for their work.
You can hear from one of those Nobel Prize winners here, explaining how stockmarkets are efficiently priced and why active fund managers find it difficult to consistently outperform them.Our aim is to provide you with a successful investment experience, whilst carefully controlling risk. In many ways it is easier to explain what we don't do.
You can hear from one of those Nobel Prize winners here, explaining how stockmarkets are efficiently priced and why active fund managers find it difficult to consistently outperform them.Our aim is to provide you with a successful investment experience, whilst carefully controlling risk. In many ways it is easier to explain what we don't do.
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