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.
Good communicators and excellent to…
Good communicators and excellent to work with.
Together we came out with a deal best for us.
11 november 2025
Svar från Luma Financial Planning
Working with our clients to give them the best deal is always the number one priority. :)
Highly recommended
Great work from Matt and Molly, we wouldnt hesitate to use Luma again!
27 oktober 2025
Svar från Luma Financial Planning
Thank you for the kind words Stephen. We're happy you had a great experience with the team.
Moved house and remortgaged
We used Luma for our recent house move and Matt was excellent throughout the process. Informative and gave us all of our available options clearly and always promptly answered any queries that we had. Would definitely recommend using Luma for financial advice.
24 oktober 2025
Svar från Luma Financial Planning
Thank you for the review and the kind words Luke. We're so pleased you had a great experience working with Matt, and appreciate the recommendation!
Svar från Luma Financial Planning
We are so pleased you had a fantastic experience with us.
very professional Steve was amazing…
very professional Steve was amazing took me through all the process and this supported me to ensure we have got the best deal
29 oktober 2025
Svar från Luma Financial Planning
We're so glad we were able to help support you - Steve is the best!
Always a good friendly service
Always a good friendly service, we are very happy customers.
27 oktober 2025
Svar från Luma Financial Planning
Thanks so much for your kind words, Ray. We’re so glad you’ve had a consistently positive experience with us!
Excellent financial advice
All round excellent financial advice always given and our financial consultant Steve Blinman is a really nice person , friendly and always gives good advice where needed .
24 oktober 2025
Svar från Luma Financial Planning
Thanks so much for your lovely feedback. We’re delighted to hear Steve’s advice and support have made such a positive difference - he’ll really appreciate your kind words.
Svar från Luma Financial Planning
Thanks so much for your kind words! We’re really glad you found the team helpful and knowledgeable - that’s exactly what we’re here for.
Excellent customer service.
I feel so lucky to have come across this great company & Matt Gibson in particular.
The customer service was friendly, approachable & the communication prompt & informative without too many hurdles in the process of remortgaging my property.
It's very gratifying,in this day & age,to come across such honest & caring customer service.Thank you so much.
Georges Crematy.
1 oktober 2025
Omdöme utan inbjudan
Svar från Luma Financial Planning
Thank you for the kind words, Georges. We're so glad you had a great experience with us and helped you through your remortgage. We appreciate you!
Kind regards.
Sound and personal advice backed up by…
Sound and personal advice backed up by St James Place
16 oktober 2025
Svar från Luma Financial Planning
Thank you for the kind words, Carole! We're pleased you had a great experience with us.
Rachel and Jordan went above and beyond…
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 so we could make the best decisions for us. I can’t recommend there services enough, Jordan chased our solicitors and helped us stay informed throughout the long process. Worth every penny!
19 september 2025
Omdöme utan inbjudan
Svar från Luma Financial Planning
Thank you for your lovely feedback. We know how difficult it can be keeping up with the complex nature of the process, so we’re pleased to have made things easier for you, and give you all the right insights you needed.
Best regards.
Svar från Luma Financial Planning
Thanks a lot! We aim to make things as easy as possible, so we’re glad it felt trouble-free.
I felt the advice was honest and…
I felt the advice was honest and straight forward.
26 september 2025
Svar från Luma Financial Planning
Really appreciate your kind words! Keeping advice honest and simple is always our goal.
He explained my investment growing…
He explained my investment growing trend and expected next year growth details
25 september 2025
Svar från Luma Financial Planning
Thanks so much for your review. We’re glad we could make your investment growth and next year’s outlook clear!
Despite the pressure we put on them
Despite the pressure we put on them, (moving is a bit stressfull!) nothing was too much trouble
11 september 2025
Svar från Luma Financial Planning
Thank you for your lovely feedback. We know how stressful moving can be, so we’re pleased to have made things a bit easier for you. Wishing you all the best in your new home!
Best regards,
Ben
Customer focussed unbiased advice.
Professional and personable Adviser. Helpful, patient and customer focussed. Available and a great comfort.
28 augusti 2025
Svar från Luma Financial Planning
Thank you for your kind words. We’re so pleased to hear your adviser has been a real support and that you’ve felt looked after throughout. That’s exactly the experience we want our clients to have.
Best regards,
Ben
Svar från Luma Financial Planning
Thanks so much for your review! We’re delighted you’ve had a great experience with us.
Best regards,
Ben
Very helpful
Lisa was our point of contact and she was helpful, thorough and very responsive. She pushed the lender when required, and managed to get us a very good outcome. We would definitely use her services again.
29 augusti 2025
Svar från Luma Financial Planning
We really appreciate your lovely feedback. It’s great to hear Lisa was so supportive and proactive throughout. We’d be delighted to help again in the future.
Best regards,
Ben
Rachel and Molly
Rachel, Molly and the team were fantastic! Very professional and polite and very experienced within their trade.
29 augusti 2025
Svar från Luma Financial Planning
Thank you for your lovely feedback. We’re so pleased Rachel, Molly and the team made the process such a positive one for you.
Best regards,
Ben
Nice to meet Adam face to face and…
Nice to meet Adam face to face and resolve a few issues we have recently encountered
19 augusti 2025
Svar från Luma Financial Planning
It’s great to hear that meeting Adam in person helped to get things sorted. Thank you for taking the time to share this review.
Best regards,
Ben
Detta är Trustpilot
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