Inspiring our clients to live their desired lifestyle and make meaningful differences.

T: info@mathewscomfort.co.uk
E: 01865 208000
Lifestyle Financial Planning
01
What is it?

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

02
Why do you need it?

By undertaking our lifestyle financial planning process, we will inspire and empower you to live the lifestyle you desire.

03
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
Discover
Inspire
Plan
Manage

This is our learning process about you, your situation and establishing how we can help.

Inspiring you to have the confidence to live your desired lifestyle.

Fully aware of your circumstances, we devise a fluid plan to help achieve your goals.

Once your plan is in motion, we will monitor and adapt it, ensuring you stay on track.

How we add value
1Organisation
2Accountability
3Objectivity
4Proactivity
5Education
6Partnership
7Transparency
8Inspiration
9Confidence
10Commitment
1Organisation
2Accountability
3Objectivity
4Proactivity
5Education
6Partnership
7Transparency
8Inspiration
9Confidence
10Commitment

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.

Understanding our advice is trusted and relied upon, we focus on building long-term relationships 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. Despite this being a technical subject, we will ensure you completely understand every aspect of your plan and why we are doing what we are. 

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.  

You will receive complete openness from us. We will always be honest with you and tell you the truth, even if it is not what you want to hear. As a company, we pride ourselves on our integrity. 

We inspire and empower you to live the lifestyle desired on the money available to you. 

It is our job to ease your financial worries and give you the confidence to spend your money how you want to and do the things you want to. 

We are completely committed to our clients. If we don’t feel we are making meaningful differences to our clients’ lives, we will not be fulfilling our commitment. 

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.

Understanding our advice is trusted and relied upon, we focus on building long-term relationships 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. Despite this being a technical subject, we will ensure you completely understand every aspect of your plan and why we are doing what we are. 

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.  

You will receive complete openness from us. We will always be honest with you and tell you the truth, even if it is not what you want to hear. As a company, we pride ourselves on our integrity. 

We inspire and empower you to live the lifestyle desired on the money available to you. 

It is our job to ease your financial worries and give you the confidence to spend your money how you want to and do the things you want to. 

We are completely committed to our clients. If we don’t feel we are making meaningful differences to our clients’ lives, we will not be fulfilling our commitment. 

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

Understanding our advice is trusted and relied upon, we focus on building long-term relationships 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. Despite this being a technical subject, we will ensure you completely understand every aspect of your plan and why we are doing what we are. 

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.  

07Transparency

You will receive complete openness from us. We will always be honest with you and tell you the truth, even if it is not what you want to hear. As a company, we pride ourselves on our integrity. 

08Inspiration

We inspire and empower you to live the lifestyle desired on the money available to you. 

09Confidence

It is our job to ease your financial worries and give you the confidence to spend your money how you want to and do the things you want to. 

010Commitment

We are completely committed to our clients. If we don’t feel we are making meaningful differences to our clients’ lives, we will not be fulfilling our commitment. 

011Organisation

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.

012Accountability

Understanding our advice is trusted and relied upon, we focus on building long-term relationships 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.

013Objectivity

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.

014Proactivity

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.

015Education

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. Despite this being a technical subject, we will ensure you completely understand every aspect of your plan and why we are doing what we are. 

016Partnership

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.  

017Transparency

You will receive complete openness from us. We will always be honest with you and tell you the truth, even if it is not what you want to hear. As a company, we pride ourselves on our integrity. 

018Inspiration

We inspire and empower you to live the lifestyle desired on the money available to you. 

019Confidence

It is our job to ease your financial worries and give you the confidence to spend your money how you want to and do the things you want to. 

020Commitment

We are completely committed to our clients. If we don’t feel we are making meaningful differences to our clients’ lives, we will not be fulfilling our commitment. 

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)