Luma Financial Planning Omdömen 

575
•
TrustScore 5 av 5

4,9

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

Betygsatt 5 av 5 stjärnor

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

Företaget har svarat

Betygsatt 5 av 5 stjärnor

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

Företaget har svarat

Betygsatt 5 av 5 stjärnor

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

Företaget har svarat

Betygsatt 5 av 5 stjärnor

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

Företaget har svarat

Företagsinformation

  1. Finansiell planerare
  2. Ekonomisk rådgivning
  3. Hypoteksmäklare

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

4,9

Utmärkt

TrustScore 5 av 5

575 omdömen

5 stjärnor
4 stjärnor
3 stjärnor
2 stjärnor
1 stjärna

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.

4,9

Alla omdömen

(575)

92 omdömen under de senaste 12 månaderna

Skriv ett omdöme
Företag på Trustpilot får inte erbjuda incitament eller betala för att dölja omdömen. Omdömen är enskilda användares åsikter och inte Trustpilots åsikter. Läs mer

Betygsatt 5 av 5 stjärnor

Absolutely fantastic

Absolutely fantastic from start to finish kept me informed all the way

24 april 2025
Logotyp för Luma Financial Planning

Svar från Luma Financial Planning

Thanks so much for your kind words! We're really pleased to hear you had a fantastic experience – it means a lot to the whole team.

Best regards,
Ben

Betygsatt 4 av 5 stjärnor

Equity release

The agent we were advised by was clear in the information & guidance given.
Reliable & punctual with phone calls/appointments, patient & tolerant with our requests for information & clarifications.

10 april 2025
Logotyp för Luma Financial Planning

Svar från Luma Financial Planning

Thank you so much for your wonderful review! We are glad that you had a good experience with us!

If you ever need anything in the future, we’re here to help.

Thanks again for your thoughtful review—it truly means a lot!

Best regards,
Ben

Betygsatt 5 av 5 stjärnor

Finding a Remortgage was proofing very…

Finding a Remortgage was proofing very difficult because of my age I found Firmitas on the Internet quite by chance and left an enquiry which was picked up by Rachel who replied almost immediately and after thoroughly assessing my situation Rachel was able to find a solution which was perfectly matched to my needs.
This remortgage completed last week giving myself and my daughter peace of mind knowing we are totally secure in our home.
Not only was Rachel extremely efficient and professional but she also showed great empathy towards my situation.
Once Rachel had found the solution she introduced her colleague Jordan who monitored the application process and kept me informed at every step also showing great professionalism and a genuine interest in my case.
It was a very lucky day for me when I discovered Firmitas and I would have no hesitation recommending them and particularly can't thank Rachel and Jordan enough.

7 april 2025
Omdöme utan inbjudan
Logotyp för Luma Financial Planning

Svar från Luma Financial Planning

Thank you so much for your wonderful review! We are glad that you had a good experience with us! Rachel and Jordan are thrilled to know their support made a difference for you.

If you ever need anything in the future, we’re here to help.

Thanks again for your thoughtful review—it truly means a lot!

Best regards,
Ben

Betygsatt 5 av 5 stjärnor

Our remortgage was completed by Julie…

Our remortgage was completed by Julie and Molly. They were both really helpful, we were given the best rates for us. The whole process was completed with ease and any questions answered. Would highly recommend.

4 april 2025
Omdöme utan inbjudan
Logotyp för Luma Financial Planning

Svar från Luma Financial Planning

Thank you so much for your wonderful review! We are glad that you had a good experience with us! Julie and Molly are thrilled to know their support made a difference for you.

If you ever need anything in the future, we’re here to help.

Thanks again for your thoughtful review—it truly means a lot!

Best regards,
Ben

Betygsatt 5 av 5 stjärnor

Brilliant service sorting out my…mortgage

Brilliant service sorting out my mortgage. Others had failed to get what was required. Then quick to respond, persistent chasing things and thorough with the loose ends. AND very friendly

21 mars 2025
Omdöme utan inbjudan
Logotyp för Luma Financial Planning

Svar från Luma Financial Planning

Thanks for your thoughtful review! We're thrilled to hear that you had such a great experience with our mortgage service.

If you ever need any further support or advice, we’re always here to help.

Best regards,
Ben

Betygsatt 5 av 5 stjärnor

The angel that is Celeste!

Celeste was supportive throughout our mortgage process and I cannot thank her enough for her advice and guidance through this all! Thank you Celeste!

28 mars 2025
Omdöme utan inbjudan
Logotyp för Luma Financial Planning

Svar från Luma Financial Planning

Thank you for sharing your experience! We’re so pleased to hear that Celeste 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

Betygsatt 5 av 5 stjärnor

Tracy and Molly were excellent…

Tracy and Molly were excellent dealing with our remortgage. Great communication and plenty of chasing! Thanks

26 mars 2025
Omdöme utan inbjudan
Logotyp för Luma Financial Planning

Svar från Luma Financial Planning

Thank you so much for your wonderful review! We are glad you had a good experience with us. Tracy and Molly are thrilled to know their support made a difference for you.

If you ever need anything in the future, we’re here to help.

Thanks again for your thoughtful review—it truly means a lot!

Best regards,
Ben

Betygsatt 5 av 5 stjärnor

Excellent!

We have had a great experience with Firmitas. The team offered excellent communication and advice throughout.

21 mars 2025
Omdöme utan inbjudan
Logotyp för Luma Financial Planning

Svar från Luma Financial Planning

We really appreciate you taking the time to share your experience! It’s great to hear that our team was able to provide you with excellent communication and advice.

Your thoughtful review means a lot to us, and we’re always here if you need any further support.

Best regards,
Ben

Betygsatt 5 av 5 stjärnor

Rachel was amazing!

Rachel was amazing with our application!
As a first time buyer, it was important to me to have the support I needed.
She was happy to sit down and go through documents with me, ensuring that I understood everything before anything was set in stone.
She was happy to answer all of my many questions and did so swiftly. She kept me informed throughout the process and updated me as often as possible.
We were in no rush for completion, but with Rachel's help and pro-activity, the entire process was stress free and only took a couple of months!
Thank you again for all of your help :)

31 januari 2025
Omdöme utan inbjudan
Logotyp för Luma Financial Planning

Svar från Luma Financial Planning

Thank you so much for your lovely review! We really appreciate your time to share your experience. It’s great to hear that Rachel was able to support your mortgage.

We’re always here if you need any further support.

Best regards,
Ben

Betygsatt 5 av 5 stjärnor

Very good personal service by both Matt…

Very good personal service by both Matt and Molly

19 mars 2025
Omdöme utan inbjudan
Logotyp för Luma Financial Planning

Svar från Luma Financial Planning

Thank you so much for your wonderful review! We are glad you had a good experience with us, and Matt and Molly are thrilled to know their support made a difference for you.

If you ever need anything in the future, we’re here to help.

Thanks again for your thoughtful review—it truly means a lot!

Best regards,
Ben

Betygsatt 5 av 5 stjärnor

Firmitas were really helpful

Firmitas were really helpful, very efficient, and communications were excellent. Any issues were quickly resolved and support in dealing with the legal firm was great. I can highly recommend them, especially Hayley Tutton and Molly Blacklidge - thank you ladies!

28 februari 2025
Omdöme utan inbjudan
Logotyp för Luma Financial Planning

Svar från Luma Financial Planning

Thank you so much for your wonderful review! We are glad that you had a good experience with us! Hayley and Molly are thrilled to know their support made a difference for you.

If you ever need anything in the future, we’re here to help.

Thanks again for your thoughtful review—it truly means a lot!

Best regards,
Ben

Betygsatt 5 av 5 stjärnor

Great Service

The team at Firmitas made my mortage application a walk in the park .Many Thanks to Lisa and Molly for their professionalism and speed guiding me effortlessly through the whole process.And a big " thumbs up" for always answering your phone.Many Thanks
John

27 februari 2025
Omdöme utan inbjudan
Logotyp för Luma Financial Planning

Svar från Luma Financial Planning

We're thrilled to hear that you had such a great experience with our mortgage service.

If you ever need any further support or advice, we’re always here to help.

Thanks again for your thoughtful review!

Best regards,
Ben

Betygsatt 5 av 5 stjärnor

Great communication

Communication both on the app and the welcome prompts and reminders, as well as updates on text was brilliant. Thank you Molly & Rachel, you made it all an easy process for me - even when things didn't always go to plan, nothing was too much trouble. Thank you

27 januari 2025
Omdöme utan inbjudan
Logotyp för Luma Financial Planning

Svar från Luma Financial Planning

We really appreciate you taking the time to share your experience! It’s great to hear that our team was able to provide you with great communiaction.

Your thoughtful review means a lot to us, and we’re always here if you need any further support.

Best regards,
Ben

Betygsatt 5 av 5 stjärnor

Firmitas were very easy to del with


My contact Molly was very professional in keeping everything on track and made the whole process very smooth.

29 januari 2025
Omdöme utan inbjudan
Logotyp för Luma Financial Planning

Svar från Luma Financial Planning

Thank you so much for your wonderful review! We are glad that you had a good experience with us! Molly is thrilled to know her support made a difference for you.

If you ever need anything in the future, we’re here to help.

Thanks again for your thoughtful review—it truly means a lot!

Best regards,
Ben

Betygsatt 5 av 5 stjärnor

5 star service from Rachel

Fantastic service from Rachel. Couldn't speak highly enough of her. Worked tirelessly until she got us sorted.

28 januari 2025
Omdöme utan inbjudan
Logotyp för Luma Financial Planning

Svar från Luma Financial Planning

Thank you so much for your wonderful review! We are glad that you had a good experience with us! Rachel is thrilled to know her support made a difference for you.

If you ever need anything in the future, we’re here to help.

Thanks again for your thoughtful review—it truly means a lot!

Best regards,
Ben

Betygsatt 5 av 5 stjärnor

Did a great job

Rachel helped me with my remortgage and did an amazing job finding the right product. It wasn't simple and I'm really grateful for her efforts.

1 januari 2025
Omdöme utan inbjudan
Logotyp för Luma Financial Planning

Svar från Luma Financial Planning

Thank you for sharing your experience! We’re so pleased to hear that we are able to find the right remortgage solution for you.

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

Betygsatt 5 av 5 stjärnor

Would absolutely recommend

Great experience of my first time using Firmitas and dealing with Lisa and Molly. They came recommended and I can see why. Excellent knowledge, advice and support throughout what turned out to be a lengthy process due to my situation. Thank you.

16 januari 2025
Omdöme utan inbjudan
Logotyp för Luma Financial Planning

Svar från Luma Financial Planning

Thank you so much for your wonderful review! We are glad that you had a good experience with us! Lisa and Molly are thrilled to know her support made a difference for you.

If you ever need anything in the future, we’re here to help.

Thanks again for your thoughtful review—it truly means a lot!

Best regards,
Ben

Betygsatt 5 av 5 stjärnor

It was a seamless process

It was a seamless process, the team was very helpful and answered all my queries promptly.

Highly recommended.

20 januari 2025
Omdöme utan inbjudan
Logotyp för Luma Financial Planning

Svar från Luma Financial Planning

We really appreciate you taking the time to share your experience! It’s great to hear that our team provided you with a seamless process.

Your thoughtful review means a lot to us, and we’re always here if you need any further support.

Best regards,
Ben

Betygsatt 5 av 5 stjärnor

Friendly, Helpful and Professional company

Thank you Lisa and Molly for the care you have provided to us recently while we have remortgaged our home. You have been friendly, professional and considerate throughout the whole process. I would thoroughly recommend you to anyone. Many thanks Ann

10 januari 2025
Omdöme utan inbjudan
Logotyp för Luma Financial Planning

Svar från Luma Financial Planning

Thank you so much for your wonderful review! We are glad that you had a good experience with us! Lisa and Molly are thrilled to know their support made a difference for you.

If you ever need anything in the future, we’re here to help.

Thanks again for your thoughtful review—it truly means a lot!

Best regards,
Ben

Betygsatt 5 av 5 stjärnor

Great service provided *****

Matt and Molly from Firmitas dealt with my recent re mortgage. The process was so smooth and I was kept up to date with the progress every step of the way.
All available options were looked at and the details of each were provided to enable an informed decision was able to be made.
Both applied a professional but friendly approach.
Would use Firmitas for any future financial transactions

3 januari 2025
Omdöme utan inbjudan
Logotyp för Luma Financial Planning

Svar från Luma Financial Planning

Thank you so much for your wonderful review! We are glad that you had a good experience with us! Matt and Molly are thrilled to know their support made a difference for you.

If you ever need anything in the future, we’re here to help.

Thanks again for your thoughtful review—it truly means a lot!

Best regards,
Ben

Detta är Trustpilot

Vem som helst får skriva ett omdöme på Trustpilot. Den som skriver ett omdöme äger sitt omdöme och detta innebär att personen i fråga kan redigera eller ta bort sitt omdöme när som helst. Omdömen finns kvar på Trustpilot sålänge omdömeslämnarens konto är aktivt.

Vi skyddar vår plattform med hjälp av dedikerade medarbetare och smart teknologi. Läs mer om hur vi bekämpar falska omdömen.

Läs mer om omdömesprocessen på Trustpilot.

Här är 8 tips på hur man kan skriva omdömen på bästa sätt.

Verifieringen hjälper till att säkerställa att det är riktiga människor som skriver omdömena som du läser på Trustpilot.

Att erbjuda belöningar för omdömen eller att bara be en viss grupp personer att skriva ett omdöme kan påverka företagets TrustScore. Detta strider mot våra riktlinjer.

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