Estuary Financial Planning Limited

About Us

Our Company

Bio

Company Bio

Matt Cretney

At Estuary Financial Planning we know that great financial planning can make a valuable difference to everyone. We are passionate about providing the best possible advice and our mission is to be easy to understand, a pleasure to deal with and accessible to all.

We can help if you are considering retiring, saving for your retirement or already retired, looking to invest surplus income or capital, thinking about how to protect you and your loved ones in the event of death or ill-health or if you are concerned about inheritance tax.

You may have had financial advice before or you may be considering it for the first time, here’s what you can expect from Estuary Financial Planning:

We will take the time to listen and understand what is important to you.

We will use our expertise to help you achieve your financial goals.

We will always communicate clearly with you.

We will always treat you fairly and with courtesy and respect.

We are proud to be a partner of M&G Wealth Advice. We’re qualified in financial planning and advise on a range of carefully selected products from Prudential and other providers.

We’re backed by the strength and credibility of M&G plc, who has been providing financial security for over 170 years.

Matt Cretney is an experienced Financial Adviser with 20 years in the financial industry and a Diploma in Financial Planning.

After eight successful years as a financial adviser with Prudential Financial Planning, Matt was delighted to establish his own financial advice business, Estuary Financial Planning Limited, as part of The Advice Partnership from Prudential.

Matt has been helping people achieve financial security throughout his career, and has expertise across all areas of financial planning, including retirement, investments, and estate planning. Matt takes pride in providing investment solutions to meet individual client needs. He provides bespoke advice, following a rigorous assessment of each client’s financial needs.

Quite simply, Matt provides sound, personal and expert advice.

In his spare time, Matt enjoys staying fit and active in the beautiful Devon countryside

From 19th November 2021, “Prudential Financial Planning” and “The Advice Partnership from Prudential” are now known as “M&G Wealth Advice”.

Testimonials

February 2021

We have entrusted our investment matters with Matt Cretney for some time and found him to be knowledgeable. We always feel that he responds to our financial needs and understands our attitude to market risks. I am a life member of the Chartered Insurance Institute and a qualified cost accountant and have no reservations about retaining Matt as our financial adviser.

February 2021

Matt has been providing me with financial advice since 2015 and has managed to organise and consolidate my investments and pensions, in a way that leaves me confident in my future financial wellbeing. I've always been impressed with his knowledge of the subject and his ability to provide advice and information has been invaluable.

February 2021

Matt provided my wife and I with a service which was second to none. He gave us the full picture, after spending time finding out what our total assets were and what we wanted to achieve for our retirement future, all in ways we could fully understand in laymans terms. We feel Matt gave us considerably more than we thought we would get and we are so grateful to him for his comprehensive, friendly, polite and very professional service.

February 2021

Matt has been visiting us for many years on an annual basis or more frequently when we have needed his advice. We have always found him to be most professional and trustworthy and we have valued his advice on managing our investments and pensions. He is adept at explaining matters to us, so that we can understand the situation and can therefore make informed decision.

February 2021

Matt was recommended to us by a friend and we have been very pleased with his services. He provides a wide range of financial services, his advice has always proved to be good advice for us and advice you can trust. He is always very helpful and will be at the end of the phone, should you need help or have any questions which he responds to very quickly.

February 2021

Matt has been providing pension advice to me for several years. He has always been very professional and has always advised me based on my requirements. When there have been issues that need my attention, he has always contacted me quickly and with all the information needed for me to make my decision. I have no hesitation in recommending him as a Financial Adviser.

February 2021

Matt has been looking after my investments for several years now , he is always professional and available when I need to speak to or to see him. He has always steered me right , as if it was his own he was working on. Easy to talk to, great communication skills and a pleasure to have him working on my behalf. I would never want to lose him as my adviser and I can say as my friend now also.