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.

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.

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.

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.

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.