Your financial objectives met with clarity and calm

T: info@mathewscomfort.co.uk
E: 01865 208012
Lifestyle Financial Planning
What is it?

A financial plan built around the lifestyle you desire, both now and in the future.

Why do you need it?

By planning your financial journey, you will be on the right path to achieving financial independence.

How do we do it?

We will forecast your financial future and desired lifestyle using sophisticated planning software.

A clear process to brighten your financial future

We help to bring unbiased order and management to your life. By adding structure, we are mapping your financial future, simplifying complex matters and giving you the confidence to achieve your financial goals.

Focussing on building long-term relationships, we work with people who are willing to put in the time, effort and capital. We will ensure you follow through on your commitments to achieve the future you desire.

We give impartial, professional advice based on your best interests, offering insight to help deter emotions that may cloud your judgements. We will guide you through every important financial decision that will help create and protect your lifestyle.

Our practical and hands-on approach allows us to anticipate important life transitions to ensure that you are financially prepared for the “what ifs”, rather than focusing on repairing and rebuilding your lifestyle.

We have the knowledge to succeed. All of our financial planners are fully qualified and draw on many years of experience. We stay abreast of new legislation, latest products and the constantly evolving financial world.

We focus on building long-term relationships with our clients, as we feel the best possible outcomes are achieved when working in close collaboration with us, offering complete transparency and clarity.

How we add value
01Organisation

We help to bring unbiased order and management to your life. By adding structure, we are mapping your financial future, simplifying complex matters and giving you the confidence to achieve your financial goals.

02Accountability

Focussing on building long-term relationships, we work with people who are willing to put in the time, effort and capital. We will ensure you follow through on your commitments to achieve the future you desire.

03Objectivity

We give impartial, professional advice based on your best interests, offering insight to help deter emotions that may cloud your judgements. We will guide you through every important financial decision that will help create and protect your lifestyle.

04Proactivity

Our practical and hands-on approach allows us to anticipate important life transitions to ensure that you are financially prepared for the “what ifs”, rather than focusing on repairing and rebuilding your lifestyle.

05Education

We have the knowledge to succeed. All of our financial planners are fully qualified and draw on many years of experience. We stay abreast of new legislation, latest products and the constantly evolving financial world.

06Partnership

We focus on building long-term relationships with our clients, as we feel the best possible outcomes are achieved when working in close collaboration with us, offering complete transparency and clarity.

Client testimonials

My relationship with Mathews Comfort now spans thirty years and I am delighted with the level of continuity and consistency they have displayed. I genuinely could not recommend Mathews Comfort highly enough and my expectations have been exceeded time & time again.

Carl Beetham, Sunningdale (July 2017)

I’ve made great investments and poor choices, and have kept hold of enough hard earned money to have options about what happens next. Dan Weston presents these options to me in a straightforward and practical way. He helps me assess my financial landscape and choose my preferred combination of risk and reward to navigate the road ahead.

Kevin Garrett, Newbury (May 2018)

We worried about our financial future and our best decision was to engage Mathews Comfort. Dan has consolidated our savings and established a bespoke pension strategy. We have clearly benefited from his clear, non-jargon knowledge and advice, which is backed by bespoke projections. In retirement, we have easy access to sage advice and no “should we, shouldn’t we?” anxieties.

Russell and Barbara Ingham, Charlbury (June 2018)

I have previously been unwilling to invest large sums into my pension, but with the recent change in pension laws, I have needed to be more flexible. Dan has given me a financial forward planning structure so I am able to plan for the long-term future. He has helped me think about how I extract profits from my business in the most efficient way. I can focus on the now, knowing I’ve thought about the future.

Robert Opher, Garsington (April 2018)

I needed assistance with investing my pension pot, the proceeds from the sale of my business and savings in a manner that took into account my own preferences and risk profile and to reassure me (or otherwise) that my expenditure plans for retirement are sustainable in the long-term. I have entrusted Mathews Comfort with my financial wellbeing. There are no false promises, no bragging but a strong dose of realism.

Clive Everitt, Newbury (June 2018)