Mathews Comfort Financial Services Limited

Independent Financial Adviser  6 St Aldates, Oxford, OX1 1DL
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FCA authorised
Last authorised 10th May 2021
The aim of Mathews Comfort is to build a financial plan for you that enables you to achieve your objectives
We can advise you on
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Buy my next home
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Equity release
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ISA / Unit Trusts / OEICs
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OEICs
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Corporate pension
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Long term care
Meet our advisers
MR George Wagerfield Dip, PFS
Independent Financial Adviser
MS Christine Walker
Managing Director
MR Daniel Weston
Director
Peter Bird
Chairman
About us

We are Independent Financial Advisers based in the city centre of Oxford and pride ourselves on the personal relationships we build with our clients. When dealing with Mathews Comfort Financial Services Ltd you can be sure that your interests form the basis of our advice process.

Mathews Comfort Financial Services have been - and still are - at the forefront of Independent Financial Advice in Oxfordshire with an enviable reputation that we continue to build.

We place great pride in the history of our company and how we have managed to evolve with the fast changing pace of financial services markets.

Our ability to evolve to our clients needs has been shown throughout our history and is testament to the continued emphasis we place on our service, professionalism and integrity.

Our current team have considerable experience in financial services. This experience, along with the desire to improve and evolve, is at the heart of what we aim to achieve, which is a first class financial planning proposition and a service which is second to none.

Our services

A modern day financial planning practice is very different to one you may have dealt with in the past where transactional sales tended to be at the heart of business culture. We have harnessed the modern world of financial planning and this is reflected in how we treat our clients.

Our culture is based on top quality service and relationships. Whilst transactional sales and products are inevitable in the financial planning process, we are much more focussed on delivering a first class service, which you will value. We spend time with you to understand your objectives and work with you.

Preferred clients
Minimum wealth (income/assets)
£250,000
Minimum pension value
£250,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face

6 St Aldates, Oxford, OX1 1DL

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Invest yourself, Protect yourself, Bee yourself. Give us a call today to find out more!