We will develop a detailed, tailored financial plan outlining your goals and expectations, using forecasting software whilst ensuring this is presented in a way you understand.

E: 01865 208000

How do we plan? 

First and foremost, it is important to note that your lifestyle plan is not a financial product. Whilst products may be important in achieving your plan, they are a secondary consideration and not the focus.

The planning process entails answering those big questions: how much is enough to have the lifestyle you want, how much you need to sustain this lifestyle, and how much you can spend or afford to give away over your lifetime.

We will map your financial future, decades ahead, using a forecasting tool that calculates all of your present and potential future incomes and expenditures. This tool also tests the impact of key decisions and “what if” scenarios, encouraging smarter financial decisions. With this knowledge, you can take the necessary steps knowing you have really thought about the implications.

From here, we will devise a plan that offers guidance and gives you the confidence to have the life you wish without financial worries. We take a ‘life-centred’ approach when devising your personal financial plan, believing that living your life the way you want to is more important than what is in the bank.

We believe that the focus should be on your future and where you want to be, as the present is simply a snapshot of the here and now. The plan we create aims to give you control over your money and spending, helping you to financially secure your desired lifestyle.

Frequently Asked Questions
What do you charge for your services?

We are a professional and honest company and will never shy away from explaining our fees or telling you exactly how much it will cost to engage our services. You can find all about our charging structure by following this link:

How we charge for our services

What is Lifestyle Financial Planning?

In essence, Lifestyle Financial Planning is a financial plan that is built around the lifestyle that you desire, both now and into the future. Whilst considering your current financial circumstances and lifestyle, your tailored plan will outline your achievable future financial goals and where you want to be. Click here to find out more.

How can Lifestyle Financial Planning help me?

Lifestyle Financial Planning looks at the bigger, complete picture of all aspects of your life, making it absolutely unique to you. It encourages you to realise your current situation, which many people are unaware of, and offers a clear sense of direction, giving you the confidence to live the lifestyle you want to lead. Click here to find out more.

The ability to give money away to save inheritance tax
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How we manage our clients' finances

To arrange an appointment please complete your details here and a member of our team will be in touch.




Mathews Comfort achieves British Standard BS8577 for Financial Advice and Planning

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