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Mathews Comfort Financial Planning

Mathews Comfort Financial Planning

5.0(69 reviews)See reviews ↓·Oxford

What customers say

Based on genuine customer reviews

Pension transfers and retirement planning come up repeatedly in accounts of this Oxford-based financial planning practice, with clients describing long-standing relationships that span decades. Several customers highlight the clarity of the advice they receive, noting that options are explained in plain terms rather than presented as a checklist, and that discussions feel open rather than prescriptive.

Named advisers such as Dan, Christine, George, Faye and Geidre are frequently praised for taking the time to understand individual circumstances and future goals before making recommendations. Reviewers repeatedly mention the reliability and punctuality of communications, with prompt and professional responses to enquiries, including complex ones. The expertise and advice provided on investments and pension planning is described as well informed and reassuring, and clients report feeling confident about their financial security as a result.

One thing mentioned again and again is the consistency of care, which has remained strong even as personal advisers have changed over the years. The friendly and supportive manner of the team is also noted, with clients appreciating being treated as individuals. Long-term clients speak of advice that adapts as markets shift, keeping their planning relevant, and of a sense of security that comes from knowing someone is available to guide them through retirement decisions.

Mathews Comfort Financial Planning — Customer photo

Reviews

Reviews are taken from publicly available sources.

KB
Keith Bevan18 June 2026

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.

GC
Gill Corless27 May 2026

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.

CP
Carole Pegram17 April 2026

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

AB
Andrew Billen17 April 2026

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.

JR
Jayne Rawlings5 April 2026

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

TS
The Sharmans23 March 2026

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.

JP
June Paton7 March 2026

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.

RankProviderRatingReviewsOpen Sat.
1Mathews Comfort Financial Planning (this page)★ 5,069No
2Responsible Equity Release Oxford★ 5,046No
3Amber Financial Planning (Amber Wealth Creation Ltd)★ 4,971No
4Charles Hamer Financial Services★ 4,990No
5Bright Money Independent Mortgage Broker★ 4,9123Yes
Contact
+441865208000www.mathewscomfort.co.uk1, North Leigh, Business Park OX29 6SW
Working hours
Monday08:00–17:00
Tuesday08:00–17:00
Wednesday08:00–17:00
Thursday08:00–17:00
Friday08:00–17:00
SaturdayClosed
SundayClosed