We will establish your requirements and how we can help, spending time looking at what you are aiming to achieve both in the short-term and the long-term to make a meaningful difference.

  • Assess current situation
  • Thorough fact-finding process
  • Establish lifestyle ambitions
  • Determine financial goals

More about how we analyse our clients’ requirements


Now we know all there is to know, we will focus on your life, to inspire you to use your money more effectively, keeping these perspectives at the forefront of all decisions. 


  • Understand key life perspectives
  • How have you arrived where you are
  • What motivates you
  • How money can be used more effectively to enhance your life

More about how we inspire you to use your money more effectively


Having built a picture of what you wish to achieve, we then devise a detailed and tailored financial plan, outlining your goals and your expectations. This plan focuses less on money and more on your desired lifestyle. 

  • Outline financial objectives
  • Evaluate associated risks
  • A life-centred approach
  • Establish a Financial Plan and recommendations to create and retain your desired lifestyle

More about how we help plan our clients’ financial objectives


We implement your plan and moving forward, we will monitor and adapt the plan to suit your changing circumstances.

  • Set plan in motion
  • Track its progress
  • Revise and adapt plan
  • Give you confidence

More about how we manage our clients’ finances

E: 01865 208000
102 clients answered the following question:
Has our service created a positive outcome to your life and those closest to you?
94% Yes
6% No
Results are based on our ongoing continual improvement survey.

Contact Mathews Comfort via email by completing your details here and a member of our team will be in touch.

Alternatively you can get in touch by calling 01865 208000.




Mathews Comfort achieves British Standard BS8577 for Financial Advice and Planning

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