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.
Celeste was proactive and tenacious
Celeste was proactive and tenacious with the mortgage company. I wanted a solution and I got a great one. Thanks
12 augusti 2025
Svar från Luma Financial Planning
Brilliant to hear, thank you for sharing. We’re so pleased Celeste’s persistence paid off and got you the solution you were looking for.
Best regards,
Ben
Helpful and easy to understand…
Helpful and easy to understand information. Answered queries readily.
13 augusti 2025
Svar från Luma Financial Planning
Thank you for your feedback. We’re glad to hear the information was clear and that your questions were answered quickly – that’s exactly what we aim for.
Best regards,
Ben
Great experience from the start with…
Great experience from the start with Steve Davies at Firmitas - brilliant constant and clear advice
12 augusti 2025
Svar från Luma Financial Planning
Thank you for sharing your experience. We’re thrilled to hear Steve provided clear, consistent advice from the start.
Best regards,
Ben
An efficient service with good…
An efficient service with good communication throughout the process.
12 augusti 2025
Svar från Luma Financial Planning
Thank you for your feedback. We’re glad to hear you found our service efficient and the communication throughout the process clear – that’s exactly what we aim for.
Best regards,
Ben
Adam has been very supportive and…
Adam has been very supportive and helpful over the years. He is very knowledgable and gives very good advice. Would 100% recommend
31 juli 2025
Omdöme utan inbjudan
Svar från Luma Financial Planning
Thank you so much for your kind words. We’re thrilled to hear Adam has been supportive and helpful over the years.
Best regards,
Ben
Svar från Luma Financial Planning
Thank you for your feedback. We’re pleased to hear you had a positive experience with Celeste!
Best regards,
Ben
Interesting chat
Adam always listens to me and is not pushy at all. Over the years I have always been happy with the way my investment has performed.
7 juli 2025
Svar från Luma Financial Planning
Thank you for your kind words. We’re delighted to hear that Adam’s approach has worked so well for you and that you’ve been pleased with your investment over the years.
Best regards,
Ben
Svar från Luma Financial Planning
Thank you so much for your kind words. We’re thrilled to hear you had a great experience and really appreciate your recommendation!
Best regards,
Ben
Friendly, professional and diligent
Friendly, professional and diligent. Everyone went over and above to find the right product, provide excellent service and support us at every stage. Rachel and Molly were excellent. Would hihgly recommend
18 juli 2025
Svar från Luma Financial Planning
Thank you for your lovely feedback. We’re thrilled Rachel, Molly, and the team were able to support you every step of the way and help find the right solution. We really appreciate your recommendation!
Best regards,
Ben
Very good and easy to work with
18 juli 2025
Omdöme utan inbjudan
Svar från Luma Financial Planning
Thank you for your feedback. We’re glad to hear you found us easy to work with and had a positive experience!
Best regards,
Ben
Matt and team have a been easy to work…
Matt and team have a been easy to work with, communications always being quick, clear, regular and helpful.
10 juli 2025
Svar från Luma Financial Planning
Thank you for your feedback. We’re delighted to hear that Matt and the team made things easy and that our communication has been clear and helpful.
Best regards,
Ben
Svar från Luma Financial Planning
Thank you for your kind words. We’re thrilled to hear you’ve had great advice, excellent service, and a positive experience with our team!
Best regards,
Ben
Very detailed information
Very detailed information
Under constant review for best performance
3 juli 2025
Svar från Luma Financial Planning
A huge thank you from all of us for your kind review! We’re so pleased that you had a good experience with us – that’s what we strive for with every client.
Best regards,
Ben
Tracy was and continues to be great at…
Tracy was and continues to be great at helping me with initially finding a mortgage and helping me with the re-mortgage upon the plan ending recently. During the initial mortgage search she was pro-actively looking out for the best deal she could find on my behalf through a number of different lender options, along with making sure I got the best rate this time around for re-mortgage, presenting me with my options and what she thought was best. She followed up throughout the plan to see how things were going and reached out when the plan was almost up to start the process of re-mortgage. Really happy with the service, will continue to use Firmitas for my mortgage needs as in my opinion it is well worth the money.
1 juli 2025
Svar från Luma Financial Planning
Thank you for sharing your experience! We’re so pleased to hear that Tracy was able to support you throughout your mortgage process.
If you ever need any further assistance, we’re always here to help.
Wishing you all the best, and thank you again for the thoughtful review!
Best regards,
Ben
Wonderful support
Dear all especially the team who deals with the wealth account in my name..
After my yearly review with Celeste, things continue to improve my lifestyle.
After having read the report in detail and digesting as much as I can understand. It shows my lifestyle choices are in fact very good condition.
The continued support and care I receive is second to none.
I have nothing but admiration for all the team in my customer service.
Special thanks to Emma Kady ,Amy and Tom who have delivered the highest quality of helping me in supporting Celeste
Thank you
😎🤩🤩🤩🤩🤩
3 juli 2025
Omdöme utan inbjudan
Svar från Luma Financial Planning
Thank you so much for your wonderful review! We are glad that you had a good experience with us! Celeste, Emma, Kady, Amy and Tom are thrilled to know their support made a difference for you.
We’re always here to help you when you need us.
Thanks again for your thoughtful review—it truly means a lot!
Best regards,
Ben
Asked to have a change made it was done…
Asked to have a change made it was done as asked,and in quick time.
24 juni 2025
Svar från Luma Financial Planning
Thank you for taking the time to leave such positive feedback! Keeping you informed and making things effortless is exactly what we aim for.
Best regards,
Ben
Thank you Matt
Matt our advisor was knowledgeable, helpful and most efficient. We were kept updated all the way through the house purchase process and would just like to say thank you.
Iain & Angie
20 juni 2025
Svar från Luma Financial Planning
Thank you so much for your kind words – we're delighted to hear you felt supported throughout the process. We’ll pass your lovely feedback on to Matt!
Best regards,
Ben
Excellent service provided by all of…
Excellent service provided by all of the team, everything went through effortlessly & we couldn’t have have asked for a better service,
we would definitely recommend to family & friends.
16 juni 2025
Omdöme utan inbjudan
Svar från Luma Financial Planning
We really appreciate your recommendation and are so pleased to hear everything went smoothly. It’s great to know you felt well looked after by the whole team.
Best regards,
Ben
Very good customer service and keeping…
Very good customer service and keeping me updated
19 juni 2025
Svar från Luma Financial Planning
It’s wonderful to hear you were happy with the service and communication. Thank you for your trust – we’re always here when you need us.
Best regards,
Ben
Amazing service
Helpful and patient with the huddles that were in the way none of which were of their doing. Always kept me informed.
18 juni 2025
Svar från Luma Financial Planning
A huge thank you from all of us for your kind review. We’re so pleased you felt everything was handled smoothly – that’s what we strive for with every client.
Best regards,
Ben
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