Mathews Comfort Financial Planning

Having dealt with Mathews Comfort for ten years plus and with Daniel Weston for the past 8 we have been very pleased with the advice they have given. Now in semi-retirement we find our annual reviews reassuring and feel able to ask even the simplest of questions either on investments or tax. Right from the start Dan has listened to our own investment wishes of ethical and sustainable and we are given as much information as we require. We always look forward to our meetings with Dan and have great confidence in his management of our affairs. This year (hurrah) we were able to meet face to face again. Thank you Dan

I'm biased! They were recommended 20+ yrs ago when I struggled with all the standard family investment issues as I was a pilot and always away. I used to worry and became a weekend money pages addict. My partner and I are now retired; we've survived at least 2 financial crashes, we are now mortgage free and our numerous small private pensions were captured and massaged into our present SIPPs whilst our haphazard ISAs and stocks&share accounts have been optimised and rationalised into investment accounts. We know what will happen financially when one of us dies and we sleep at night in today's turbulent times by following their advice which is always tailored to our views on risk and tempered with their experience. We have seen nothing but steady growth overall even after their not unreasonable fees; few miraculous spurts followed by descents ; just straightforward coolly monitored progress. Oh, and Yes" they're friendly and helpful to boot

Retirement is a life event that should you be lucky enough to have a decent pension needs to be planned and managed properly and professionally. Mathews Comfort have provided me with the confidence to retire with plans to manage pensions and investments in place, annual reviews and ongoing help and support.

Mathews Comfort have been our financial advisers for many years. They are a very professional company and after listening to our financial requirements have always advised us on the best investments to meet our needs. It is reassuring to know that our investments are safe in their hands.

I have been with Mathews Comfort for several years now and during this time they have provided excellent information, guidance and analysis, in my transition to early retirement.Peter, Christine and the wider team have always been very professional, flexible and understanding in supporting the clients queries and needs.

We've been with Matthews Comfort for years and have always had a good, reliable service. Dan and the team are friendly & professional, & communicate well without too much jargon! The planning service is excellent and illustrates your financial position clearly & helps to make things easy to understand. They are proactive in presenting ideas to help you reach your financial goals. Can highly recommend.

I have been with Mathews Comfort for many years and have always found them to be very professional and helpful with my financial planning. I have now introduced my wife to the company and she is also very pleased so far!

I simply can't imagine how I would have got through all these processes without the tremendous support from you and Christine, and the team at Mathews Comfort. You have all been wonderful at supporting me through negotiating this unknown terrain. I am enormously grateful for your professional expertise, but especially for the warm and personal way you have managed this business. You have made me feel that everything has been done with me as a person at the centre of it all, with my needs understood and supported.I feel I can enter this new phase of my life with confidence and optimism, and a sense of security.

Testimonial for Mathews Comfort Financial PlanningWe have been working with Mathews Comfort since Summer 2016 to manage our Financial Affairs, Pension, Investment & Retirement Plans. We have dealt with Peter Bird, Christine Walker & George Wagerfield over the years & have been impressed & well rewarded by all their advice. Consequently we are much more confident about our future & relaxed about how how we can plan our retirement & live a comfortable life without any worries. We have had an annual meeting in person at Mathews Comfort offices in North Leigh & previously in Oxford itself. We have been able to ask for advice too for our offspring, who are in their 30s, on occasion, they have always been very helpful. We would thoroughly recommend them to any prospective client.Chris & Gill LongbottomMarch 2023

Over the years Mathews Comfort have provided me with the assurance I need in financial planning to ensure a measure of security in retirement and old age. They have always adopted a friendly and personal approach which inspires a level of trustworthiness in the advice given and the decisions that are recommended. I would have no hesitation in recommending MC to others.