Rachel has been a pleasure to work with. Constantly being there and patiently answering all questions for me. This was my first home buying experience in UK and Rachel’s support throughout gave me con... Se mer
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Även om vi inte verifierar specifika påståenden eftersom omdömeslämnarnas åsikter är deras egna, kan vi märka omdömen med en ”verifierat”‑etikett ifall vi kan bekräfta att en företagsinteraktion har ägt rum. Läs mer
För att skydda plattformens integritet granskas både verifierade och overifierade omdömen av vår automatiserade programvara som är tillgänglig dygnet runt. Tekniken är utformad för att identifiera och ta bort innehåll som bryter mot våra riktlinjer, inklusive omdömen som inte är baserade på en äkta upplevelse. Vi är medvetna om att vi inte kan lägga märke till allt. Det går att flagga sådant som du tror att vi kan ha missat. Läs mer
Det här tycker kunderna
I found Tracy Thompson, our mortgage broker, unfailingly helpful over a long period as we were trying to find the right property. She gave us very useful information and insights into our options and... Se mer
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Rachel and Jordan went above and beyond for us, Rachel’s knowledge put us at ease and she spent a lot of time talking us through all the options for various things making sure we had the full insight... Se mer
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Dealing with luma from the start of the process was so simple, Clear and Responsive. Steve was always at the other end of the phone to answer any questions or give advice. Would highly recommend luma... Se mer
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Företagsinformation
Skrivet av företaget
Based on the South Coast, we provide face-to-face financial advice designed around one thing, you. Your money. Your goals. Real people helping you get where you want to be. We take the time to truly understand your life - your goals, your concerns, and your hopes for the future. From there, we build a tailored plan that fits around you, not the other way round. Whether you’re: just starting out, growing and protecting your wealth, or planning for life’s next chapter, we’re here to help you move forward with clarity and confidence. Because with the right plan, a brighter future is possible.
Kontaktuppgifter
16-18 Barnes Wallis Road, PO15 5TT, Fareham, Storbritannien
- 01489 346450
- hello@luma-financial.co.uk
- luma-financial.co.uk
4,9
Utmärkt
575 omdömen
Ber kunder att lämna omdömen
Detta företag bjuder in sina kunder att lämna omdömen – oavsett om de är positiva eller negativa
Har besvarat 100 % av sina negativa omdömen
Svarar vanligtvis inom 2 veckor
Så använder företaget Trustpilot
Se hur deras omdömen och betyg hämtas, betygsätts och modereras.
Andrew Oliver always presents himself…
Andrew Oliver always presents himself in a knowledgeable, professional manner. He explains what the Markets are doing , giving sound advice.
16 februari 2026
Svar från Luma Financial Planning
Thank you for the kind words, Andrea. We're glad you are feeling confident working with Andrew, he is one of the best around!
Its comforting to know all is being…
Its comforting to know all is being taken care of.
11 februari 2026
Svar från Luma Financial Planning
We’re really glad you found the team helpful and you feel taken care of - that’s exactly what we’re here for.
Pension Review
Very pleased with the service I receive from Adam James. I am pleased with how my pension is performing and Adam keeps me informed of this and any other queries I might have.
2 februari 2026
Svar från Luma Financial Planning
Thanks so much for your lovely feedback, Julia. We’re delighted to hear Adam’s advice and support have made such a positive difference - he’ll really appreciate your kind words.
More than financial advice
Useful and informative advice from Celeste who is a delight to speak with, knows me well and gives me the feeling she genuinely enjoys giving me support with my financial goals and lifestyle.
I appreciate the ability to be able to contact her between reviews if necessary and she is also able to recommend other information and advise I have needed.
She has been a valued friend in difficult times.
26 januari 2026
Omdöme utan inbjudan
Svar från Luma Financial Planning
Thank you for the great review! Celeste is one of our best, and we're pleased you had a great experience with her and the wider team.
Svar från Luma Financial Planning
Thanks so much for your kind words, Adrian. We’re so glad you have had a positive experience with the team!
New Mortgage
After my two year deal with my previous mortgage was drawing to a close, Tracy was in contact with me to discuss my new mortgage. As I was moving house and had different needs, Tracy was incredibly swift in finding the perfect mortgage and even chasing me to make sure I'd supplied correct information and got all the paperwork signed and back to her.
Very swift with her replies to both phone and email, and when she was away, Jordan kept me informed of any updates.
It was pleasure working with them and I have no hesitation in recommending these ladies and look forward to working with them again.
A very easy 5 star rating from me
26 januari 2026
Svar från Luma Financial Planning
Thank you for the great review, Darren. Tracy and Jordan are two of our best, and we're pleased you had a great experience with the team. We look forward to working with you again too!
Very good review
Very good review and advice. It may be 5 stars next eeek ad I am awaiting some information about IHT liabilities.
16 januari 2026
Svar från Luma Financial Planning
Thank you for the positive review, fingers crossed for those 5 stars!
Steve Blinman is so personable and time…
Steve Blinman is so personable and time is not of the essence. He has invested my money so well and given me advice on other matters. Cannot recommend him highly enough.
12 januari 2026
Svar från Luma Financial Planning
Thank you for the review and the kind words Janice. We're so pleased you had a great experience working with Steve, and we appreciate the recommendation!
Steve was very helpful & made…
Steve was very helpful & made everything easy to understand & answered every question
5 januari 2026
Svar från Luma Financial Planning
Thank you for the kind words! We're pleased you had a great experience working with Steve.
Great experience from start to finish…
Great experience from start to finish very professional ,prompt ,great communication, greatwork.Thanks Steve for all your hard work
24 december 2025
Svar från Luma Financial Planning
We’re delighted to hear that you’ve found the advice and support so valuable. We look forward to continuing to support you on your financial journey.
Adam James is extremely amiable and…
Adam James is extremely amiable and professional.
17 december 2025
Svar från Luma Financial Planning
Adam is one of the best! Thank you for the kind review Keith!
Svar från Luma Financial Planning
We’re really glad you found the team helpful - that’s exactly what we’re here for.
My consultant Lisa is very helpful and…
My consultant Lisa is very helpful and is always there to give me advice.
4 december 2025
Svar från Luma Financial Planning
Thank you, Rona. We love Lisa at Luma, and we're glad you are getting the advice you need :)
Svar från Luma Financial Planning
Thanks a lot! We aim to make things go as smoothly as possible, so we’re glad you had a great experience with us.
Equity Release
The service, knowledge and advice we received was exceptional, the people we dealt with explained everything in great detail so we understood everything each step of the process.
9 december 2025
Svar från Luma Financial Planning
Thanks so much for your kind words, Lesley. We’re so glad you have had a consistently and positive experience with the team!
They kept in touch and helped when the…
They kept in touch and helped when the financial provider was slow
27 november 2025
Svar från Luma Financial Planning
Hi Mary, Thank you for the kind review - we're pleased we were able to help you as best as we could.
Very helpful and constructive for…
Very helpful and constructive for guiding the way ahead. Thank you.
4 december 2025
Svar från Luma Financial Planning
Thank you for the kind review - we're pleased you had a great experience working with us.
Never been turned down for a loan in my…
Never been turned down for a loan in my life and was shocked especially when I’ve never missed a payment ever
27 november 2025
Svar från Luma Financial Planning
Hi Thomas,
We aren't a lender, and therefore unfortunately have no control over lending decisions.
We're sorry we weren't able to help you on this occasion. We do our best to check the whole market to find the right lender for our clients but that's not always possible.
Please do get in touch with your adviser to discuss your situation further.
All our best,
The Luma team
My advisor makes a big difference
My advisor, Michael Triggs, is really attentive and helpful. And this is what it works best for me, a personal touch. And I'm sure is not only me that feels this way.
17 november 2025
Svar från Luma Financial Planning
Thank you for the review, Anna. The office loved it :)
As always I received excellent advice…
As always I received excellent advice from Jake, focused on my long-term objectives and taking into consideration the current economic climate. Thank you!
22 oktober 2025
Svar från Luma Financial Planning
Thank you for the kind words, Adam. We're pleased you had a great experience working with Jake.
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