An Oxfordshire based firm of independent lifestyle financial planners, with a reputation for delivering the highest levels of service and expert advice.
North Leigh, England
Joined April 2012
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If your plan only runs to 90, you might:
👉 Spend more cautiously than necessary
👉 Delay experiences
👉 Hold back from gifting
👉 Keep working longer than you need to
Not because you lack wealth.
Because you lack certainty.
Is your wealth concentrated? ⚠️
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.
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.
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
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)
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)
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
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)
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)
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
Do you know a young business leader who deserves recognition? 🎉 We’re 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.
🎄 Holiday Hours 🎄
Heads up! Our office will be closed on:
24 Dec, 25 Dec, 26 Dec, 29–31 Dec & 1 Jan.
Back to normal after New Year!
Happy Holidays! 🎉 #HolidayHours #FestiveSeason
👏 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
Proud to share that Faye Brightmore and George Wagerfield have been named in Citywire’s Top 35 Next Gen Advisers.
A well-earned recognition for their dedication and client care 👏
Full list: citywire.com/new-model-advis…
#MathewsComfort
🚀 OXBA 2026 is officially underway, and it’s our 30th anniversary! 🎉
Sponsors play a key role in celebrating Oxfordshire’s business brilliance 🌟
We’re calling for new sponsors to join us!
📲 Learn more: oxfordshirebusinessawards.co…
#OXBA2026 #OXBA30Years #OxfordshireBusiness
🎪 We’re proud to support @CircusStarr again this year! Their inclusive shows bring joy to vulnerable children in Oxford — a cause close to our hearts.
Learn more 👉 circus-starr.org.uk | 📞 01260 288690
#CircusWithPurpose #MathewsComfort #CommunityMatters #CircusStarr
Feeling behind on your finances?
Small steps = big change.
Start your journey to financial fitness today 💪
Read the blog 👉 mathewscomfort.co.uk/its-nev…
#FinanceTips #MoneyGoals #FinancialWellness #InvestSmart
🏆 Mathews Comfort takes home the Business Excellence Award!
🌟 Lauren Stone was acknowledged for achievements of excellence.
Huge thanks to our team & @BOMS_Network for the recognition!
#EmpoweringExcellence #Leadership #TeamSuccess #BusinessOperations
