Mathews Comfort Financial Planning
What customers say
Based on genuine customer reviews
Reviews
Reviews are taken from publicly available sources.
Dan and his team have provided outstanding support. From our first meeting, Dan understood our priorities and helped us create a clear plan. All team communications have been prompt and professional. They are always willing to assist.
My husband always dealt with our financial affairs and although I was always party to meetings and discussions over 30+ years with Christine and now George and their teams, I was always rather negligent in understanding it all. Since my husband's illness and his death 18 months ago, I have obviously had to be more involved and attentive. Everyone I deal with at the company has been so kind and supportive, helping me through a very difficult time. Although there are still some things I struggle to understand, I do not worry about my future finances. I feel confident that Mathews Comfort have it all in hand. Their name is appropriate as they are making sure I will be as comfortable as possible in the years to come.
Hi have been with Mathews Comfort and Dan for about 8 years and the service from Dan and the whole team has been exemplary. They are always on hand to help, explaining things clearly and concisely. I have recommended to friends who have also been extremely happy with the service
To put it bluntly, my future after retirement would look drastically less rosy had I not met Dan and his team a dozen or so years ago. Their strategy, based on a careful examination of personal circumstances and aspirations, works. They are nice people too, responsive and considerate.
The service we have received from Faye has been exceptional. She has a friendly and clear approach to our financial planning, taking time to explain each option ensuring we understand. It’s an open discussion not just a bullet point process. Thank you, Jayne & Alan
We have been looked after by Mathews Comfort for over forty years and we feel that they have taken a personal interest in our life and advised accordingly. Christine from the days of pensions and then investments and now George. It is reassuring to know we have someone to guide us for which we are grateful.
My husband and I highly recommend Mathews Comfort! I have been a client for over 20 years and in that time, whilst my personal advisor has changed the level of care has remained consistently outstanding. Thank you Christine, Geidre and now George! We have found them to be knowledgeable, professional, and genuinely caring about getting to know us, to then understand our financial goals. From my first meeting, they took the time to understand my situation and clearly explained all the options available to me. At that time I was apprehensive about my financial future and it was reassuring to have things explained in a way that I could understand. We have always felt their advice to be exactly tailored to our needs at any given time. If you’re looking for trustworthy and reliable financial advice, we wouldn’t hesitate to highly recommend Mathews Comfort to you.
Financial advisers in Oxford compared
Ordered by rating, weighted by the number of reviews — businesses with only a handful of reviews do not jump to the top automatically. 5 businesses in this category in Oxford are compared.
| Rank | Provider | Rating | Reviews | Open Sat. |
|---|---|---|---|---|
| 1 | Mathews Comfort Financial Planning (this page) | ★ 5,0 | 69 | No |
| 2 | Responsible Equity Release Oxford | ★ 5,0 | 46 | No |
| 3 | Amber Financial Planning (Amber Wealth Creation Ltd) | ★ 4,9 | 71 | No |
| 4 | Charles Hamer Financial Services | ★ 4,9 | 90 | No |
| 5 | Bright Money Independent Mortgage Broker | ★ 4,9 | 123 | Yes |

