Just took a call from @TruePotential_ offering me 12x ongoing fees to sell my business. As lovely as that sounds, how?! And if not interested did I know their platform produces a suitability report in under 2 minutes. What is going on out there!
📢 And the winner is…
A wonderful evening was had by all last Friday, 7th June, at the OXBA ceremony dinner at Oxford Brookes Campus.
It was a pleasure to announce Amy Taylor of TAP Social Movement as the winner of our company award 🥂
#MathewsComfort#OXBA
#OXBA finalists in the spotlight ahead of the Oxfordshire Business Awards Dinner this Friday 7 June. Next is the @Mathewscomfort
Young Business Person of the Year Award finalists Ross Brown, Amy Taylor and Eddie Whittingham
https://t.co/NRriQpltBs
Wishing Riley "bon voyage" today as he leaves his temporary assignment at Mathews Comfort, to go travelling.
Thank you, Riley, for your willingness to learn and to help every member of the team.
We have all appreciated your sense of humour! 🛩️🌍
#MathewsComfort
@AlanJLSmith@FT@ClaerB My wife Elena just joined scheme with a Bank. This was the split today, with life styling, she is 39 years old! Madness. Large consultancy firm advise the bank. I’d take half their fee and do it properly!
@mercer claims to help employers construct smart investment strategies and improve member outcomes, ensuring they have the right amount at retirement. How does this strategy help a 39 year old and how do they know what the right amount is 🤷♂️
@nicklincoln@AlanJLSmith And I think I read in the last day or so the most popular MPS recommended by advisers for a particular investment firm was 50/50 split!
#HUMConf enjoying the conference and interesting listening to the SA Financial Planner of the year. Looking forward to learning more about the SA FP scene @Mathewscomfort on tour
📢Hot off the press!📢 We've got great news!
Mathews Comfort has been listed as a FINALIST for the 2023 Women in Financial Advice Awards! We are incredibly proud to see our name alongside key players in financial services. #WIFA23#MathewsComfort