An Oxfordshire based firm of independent lifestyle financial planners, with a reputation for deliver
07/09/2026
It’s officially VERVE Awards week! 🎉
Tomorrow, we’ll be heading to the VERVE Awards as finalists in three brilliant categories:
🏆 Best Transformation
🏆 Best Client Outcomes
🌟 Innovator of the Year - Emily Corck
We’re incredibly proud to see the hard work of our team recognised, and we’re looking forward to celebrating alongside all the other finalists.
Good luck to everyone - we can’t wait to hear the results!
04/09/2026
Every single client who responded to our 2026 survey rated our expertise and professionalism "Satisfied" or higher 💙
100%. That's the standard every legacy plan we build starts from.
Thank you to everyone who shared their feedback this year, it means a lot, and it shapes how we work with every family we support.
How do I make sure my financial plan adapts as my life changes? 🤔
The simplest way is to review it regularly, and be honest about what's changing. When your goals shift, your spending adjusts, or your priorities evolve, your plan should move with you.
That means revisiting your investments, risk level, and income strategy at key points in life, not just when something dramatic happens. It also helps to stay curious: what might the next five or ten years look like, and does your plan support that? 💙
A plan isn't a rigid document, it's a framework that grows with you.
27/08/2026
The best time to plan your succession is long before you need to 💙
It's tempting to leave it until an exit feels imminent, but the earlier you start, the more options you have: more time to mentor a successor, more flexibility on timing, and more clarity on your own finances.
That's the approach we take with every business owner we work with.
When should I start thinking about succession planning? 🤔
Earlier than you might expect. It isn't just about choosing who takes over, it's about preparing the business so it can thrive without you, and the best time to start is the moment you can imagine a future where you're not involved day to day.
Early planning gives you more options, more time to mentor the next leader, and more flexibility around timing. It also helps you understand how the change affects your own finances and long-term goals 💙
Plan with plenty of runway, and the handover is smoother, the business stronger, and you're ready for what's next.
21/08/2026
A legacy isn't only money, it's the difference you choose to make 💙
It's easy to think of legacy purely in financial terms, but really it's about impact: the values you pass on, the opportunities you create, and the people you help along the way.
That's how we approach every legacy conversation with our clients.
What really is a legacy? 🤔
It's more than the money you leave behind, it's the impact you have on the people you love: the values you pass on, the opportunities you create, and the memories you help shape.
Building a legacy starts with understanding what you want your family to remember you for, and how your wealth can support future generations, whether that's financial help, funding education, or giving your grandchildren choices you didn't have.
It can also mean structuring your affairs so the people you love are protected long after you're gone 💙
18/08/2026
98.4% of our clients tell us we understand their financial situation and goals 💙
We're really proud of that number, because a good retirement plan doesn't start with the numbers, it starts with really knowing you.
Thank you to everyone who shared their feedback in this year's client survey, it means a lot, and it helps us keep getting this right.
14/08/2026
Nothing brings people together quite like good food and good company! 🍔☀️
On Friday 7 August, the Mathews Comfort team stepped away from their desks to relax, catch up and enjoy our annual company BBQ.
A huge thank you to our CEO, Dan Weston, for generously hosting such a brilliant afternoon. It was wonderful to spend time together away from the office and make some great memories as a team.
Here are a few of our favourite moments from the day! 📸
How do you know what level of investment risk is right for you? 🤔
Risk isn't about being brave or cautious, it's about matching your investments to your life, your goals, and how you feel when markets move up and down.
A good starting point is your timeline: goals many years away can often handle more short-term ups and downs, while goals closer at hand often call for protecting what you've got.
We take time to understand your plans, timeframes, and comfort with uncertainty, then build around that. The goal isn't the highest return, it's a level of risk that lets you stay invested with confidence 💙
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| Friday | 8am - 4pm |