An Oxfordshire based firm of independent lifestyle financial planners, with a reputation for delivering the highest levels of service and expert advice.
Joined April 2012
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If your plan only runs to 90, you might:
๐ Spend more cautiously than necessary
๐ Delay experiences
๐ Hold back from gifting
๐ Keep working longer than you need to
Not because you lack wealth.
Because you lack certainty.
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Is your wealth concentrated? โ ๏ธ
When most of your wealth sits inside your business, everything can start to feel a little more fragile than it looks on paper. Concentration often builds quietly. Reinvesting. Delaying personal planning.
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Assuming the business will always carry the load. Over time, that can leave both your personal finances and your peace of mind exposed to more risk than you realise. Gradually spreading that risk can change how secure success feels.
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Not by stepping away from the business, but by making sure your future is not dependent on just one asset. Clarity, balance, and options tend to bring far more confidence than growth alone. #BusinessOwners #FinancialClarity #WealthPlanning #RiskManagement #LongTermThinking
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Is your business your retirement plan?
For many business owners, the answer is a quiet yes.
Years of effort, long hours, reinvesting profits, delaying personal savings.
The assumption is simple. One day, the business will provide the reward.
Sometimes it does. (1/4)
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Even strong, well run firms can sell for less than hoped if plans are left too late or expectations are unclear.
We see this a lot.
Owners who are successful on paper, but whose personal financial future depends on a single event going perfectly. (3/4)
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That creates pressure.
And it limits choices.
A more resilient approach is to treat your business as part of your retirement plan, not the whole of it.
Build personal wealth alongside it.
Create optionality.
Plan for different outcomes, not just the best one.
#FinancialPlannin
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Our team had a wonderful meeting with the OXBA committee and fellow sponsors yesterday, kindly hosted by Hays Recruitment in Oxford. Being involved always reminds us why the local business community matters. (1/3)
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The conversations, the shared experience, and the genuine support for people building something of their own. We are proud to be sponsoring the Young Business Person of the Year Award this year. (2/3)
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If you are a young business owner quietly doing great work, or you know someone who is, we would encourage you to take that step and enter before Friday 20th February. (3/3) #OXBA #YoungBusinessPersonOfTheYear #OxfordshireBusiness #FinancialPlanning #SmallBusines
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Do you know a young business leader who deserves recognition? ๐ Weโre proud to sponsor the Young Business Person of the Year at the Oxfordshire Business Awards for the fourth year running. Entries are open until 20 February. Apply through the link in the comments.
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You can apply here: oxfordshirebusinessawards.coโฆ
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22 Dec 2025
๐ Holiday Hours ๐
Heads up! Our office will be closed on:
24 Dec, 25 Dec, 26 Dec, 29โ31 Dec & 1 Jan.
Back to normal after New Year!
Happy Holidays! ๐ #HolidayHours #FestiveSeason
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19 Dec 2025
๐ We passed the British Standards 8577 framework for the provision of financial advice and planning services - for the sixth consecutive year!
Reinforcing our commitment to compliance, operational excellence & staff development.
#BS8577 #ExcellenceAsStandard #MathewsComfort
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8 Dec 2025
Proud to share that Faye Brightmore and George Wagerfield have been named in Citywireโs Top 35 Next Gen Advisers.
A well-earned recognition for their dedication and client care ๐
Full list: citywire.com/new-model-advisโฆ
#MathewsComfort
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2 Oct 2025
๐ OXBA 2026 is officially underway, and itโs our 30th anniversary! ๐
Sponsors play a key role in celebrating Oxfordshireโs business brilliance ๐
Weโre calling for new sponsors to join us!
๐ฒ Learn more: oxfordshirebusinessawards.coโฆ
#OXBA2026 #OXBA30Years #OxfordshireBusiness
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30 Sep 2025
๐ช Weโre proud to support @CircusStarr again this year! Their inclusive shows bring joy to vulnerable children in Oxford โ a cause close to our hearts.
Learn more ๐ circus-starr.org.uk | ๐ 01260 288690
#CircusWithPurpose #MathewsComfort #CommunityMatters #CircusStarr
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19 Sep 2025
Feeling behind on your finances?
Small steps = big change.
Start your journey to financial fitness today ๐ช
Read the blog ๐ mathewscomfort.co.uk/its-nevโฆ
#FinanceTips #MoneyGoals #FinancialWellness #InvestSmart
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15 Sep 2025
๐ Mathews Comfort takes home the Business Excellence Award!
๐ Lauren Stone was acknowledged for achievements of excellence.
Huge thanks to our team & @BOMS_Network for the recognition!
#EmpoweringExcellence #Leadership #TeamSuccess #BusinessOperations
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