Paul Cobley CFPCM

Director

Paul Cobley - Financial Planner

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Paul’s career in Financial Services spans more than 30 years. As well as being a CERTIFIED FINANCIAL PLANNER CM Practitioner, Paul has a specialism in Pensions and Divorce and is an authorised pension transfer specialist. In December 2006 he was one of the first financial advisers in the country to become accredited by Resolution as a Divorce Specialist and he is one of the founding members of the Collaborative Family Law Group based around the Surrey Hampshire border.  Paul is also a Resolution Mediator, an adviser with the Early Resolution Team at The Pensions Ombudsman, a member of the Pension Advisory Group and he sits on Resolution’s Pensions, Tax and Financial Remedy committee.

Career history

  • Director of Oak Barn Financial Planning – July 2012 to present
  • Adviser for The Pensions Advisory Service – 2014 to present
  • Qualified as a Civil Commercial Mediator – November 2012
  • Qualified as a Family Mediator – June 2011
  • Lead Approved Resolution Trainer – Oct 2008
  • CERTIFIED FINANCIAL PLANNER CM Practitioner at Church’s Financial Planning 2008 – 2012
  • Qualified as a Resolution Accredited Divorce Specialist – Dec 2006
  • Qualified as a CERTIFIED FINANCIAL PLANNER CM Practitioner in 2004
  • Independent Financial Adviser at Fraser Glass & Co. 2002 – 2008
  • Broker Sales Consultant with Scottish Widows 1991 – 2002
  • Part-time adviser with Australian Mutual Provident Society (AMP) 1987 – 1990
  • HM Forces – Staff Band of the Royal Army Ordnance Corps (Principal Horn) 1977 – 1991

Qualifications

  • CERTIFIED FINANCIAL PLANNER CM Practitioner
  • Advanced Financial Planning Certificate – Chartered Insurance Institute
  • Collaborative practitioner – Resolution
  • Family Mediator – ADR Group (FMA)
  • Civil Commercial Mediator – ADR Group
Collaborative Family Law GroupCollaborative Family Law Group
Paul Cobley is a member of the Collaborative Family Law Group based on the Surrey Hampshire border