Luma Financial Planning Omdömen 535

Hannah has been brilliant - been patient & given me her time in person & via email to help me get to grips with understanding & managing my finances, helping me achieve my retirement goals.

The financial advisor answered all my queries and offered sound financial advice, particularly in the light of the current economic climate. He was well prepared for our meeting and offered follow up support should I require it.

Professional, knowledgeable, friendly servcie

Personal service tailored to our needs.
Knowledgeable staff.
Very happy with everything !

Very straightforward approach, willingness to explain the processes and patience when Client’s preferences change. Good communication throughout.

A comprehensive review meeting with my Financial Adviser (Jake Reynolds) excellent post meeting report and guidelines to consider for future planning.

Clear honest information

Outstanding service from start to finish. Hayley and Jordan have been the best. Every time we have used you for our financial stuff it has been simple and straightforward. We will always come back to you at Luma Financial. Thank you for all you have done and hopefully will do in the future.

Lisa & Jordan were amazing.

Always available and helpful when i was stressing out

Lisa was brilliant. She was very informative and helped us get our finances and legal stuff sorted.

Jake was very informative

Very helpful and friendly

Steve worked hard and found me a great deal.

The team make things easy to understand and give invaluable information and support when needed. A stressless way to plan for the future.

All advice and information put across in a way that's easy to understand.

I worked with Matt Gibson and his team for a mortgage and the process couldn’t have gone better. As a first time buyer and in a country that’s new to me Matt helped ease my mind, answer all my questions and was empathetic to my curiosities and concerns, while remaining professional. He was able to walk me through the process and secure a mortgage at a great rate. I’m very grateful and could not recommend more.

Excellent service and understanding of all that we were told.

Booked a phone call with Mr Adam James, as usual he explained everything needed we had a good chat about my retirement and what was needed. I got all the information I needed. I asked few questions which he did happily explain and went through all the my questions. I found Mr Adam James very knowledgeable and helpful and was ready to answer any questions.

Excellent financial advisor - great advice - very helpful and friendly

Celeste missold me financial products with false promises and information. Wolf in sheep’s clothing. Upon wishing to close these products, she put up every road block possible in order to prolong them and accumulate further commission from the weak schemes she had enrolled me in.

Directors have no interest in taking responsibility and instead divert blame onto the company whose products they sell (SJP)

I am in the process of reporting to the financial ombudsman and will be taking legal action to recover damages suffered by their mis-selling and purposeful extended delay of encashing my investments, unless substantial accountability and resolution is offered.

At the time of writing, I still have a 6 figure sum of money locked in one of their investments whereby continuing incorrect information is being fed to me as to why I am yet to receive the funds. This has been ongoing since 2025