Mathews Comfort
@Mathewscomfort
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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
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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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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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.
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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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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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Often, it does not in the way people expect. A business is not a pension. It is a concentrated asset, exposed to market conditions, regulation, buyer appetite, and timing. (2/4)
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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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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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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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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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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.
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🎄 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
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👏 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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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: https://t.co/esS4sOJV7T
#MathewsComfort
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🚀 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: https://t.co/qzRXkQ18lI
#OXBA2026 #OXBA30Years #OxfordshireBusiness
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🎪 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 👉 https://t.co/BYJlhQc8nI | 📞 01260 288690 #CircusWithPurpose #MathewsComfort #CommunityMatters #CircusStarr
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Feeling behind on your finances? Small steps = big change. Start your journey to financial fitness today 💪 Read the blog 👉 https://t.co/Fe3dudrg6x
#FinanceTips #MoneyGoals #FinancialWellness #InvestSmart
mathewscomfort.co.uk
Have you ever looked at your financial situation and felt that familiar knot in your stomach? Maybe you’ve been putting off organising those scattered investment accounts, or you know your...
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🏆 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
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🎓 Uni fees ahead? Faye’s got you covered. Check out her mini-blog with smart tips on budgeting, funding, and planning for the costs of university. 👉 https://t.co/JOCZ472YqG
#MathewsComfort #StudentFinance #UniversityPrep #MoneyTips
mathewscomfort.co.uk
Having a clear plan in place could help to support your child’s future, while staying on track with your own.
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