Luma Financial Planning Anmeldelser 

Good duty of care, quick response, friendly, expertise and good duty of care.

Faultless support,knowledge and professionalism from start to finish
Would highly recommend to anyone
The whole process was seamless
Thanks Andrew and Anna

We were looking to down size and potentially retire early. We needed to know what options we had to make this happen. Firmitas were very helpful explained all our options in
a clear and friendly manner. We had regular updates and progress information. We felt that we were kept informed at every step. I would thoroughly recommend their services.

Absolutely awesome. Great advice, fantastic contacts in the wider market, and fast. Celeste Harris, in particular, is excellent.

Matt and Molly guided us through each stage of our mortgage application and always made sure we got the best deal. Their advice about life insurance options was really helpful and we never felt pressured into choosing anything. Overall fixed price was also extremely competitive for the level of service offered. I would highly recommend Firmitas.

Amazing! Couldn't have asked for a greater experience with Firmitas whom I have worked with since buying my home 5 years ago. A lot has happened and changed in that time, and Tracy was always there with the best advice, recommendations and solutions. When it looked challenging to remortgage this year, she found the deal I needed at the right time and I am so appreciative for everything she has done to make it work. Glad it's all sorted for another 5 years where I will no doubt get back in touch with Tracy again! A huge thank you to Tracy and colleagues for all being so helpful and supportive at what had been a stressful time.

Firmitas worked hard to secure our mortgage. There were a number of factors that made our position more complicated than typical borrowers. Firmitas kept digging and found a good deal for us, then pushed it quickly through the application and legal process so that it completed in just 4 weeks - faster than I expected. Thank you Tracy and your team!

We could not be more delighted with the services you provided. We are especially extremely happy with the way you have professionally performed and guided us through the process, I also admire your continued patience with me. We initially approached many financial services to help us secure a resolution to our very difficult financial situation, you were the only one who gave us the time, effort and personal guidance to solve the problem. For that we are extremely grateful. Completion of the re-mortgage has without doubt turned our lives around (life changing moment) and we can now relax, enjoy our home with the family until retirement. Again, many thanks for everything you did for us.

Hi Good day,
We had excellent service from FIRMITAS FINANCIAL SERVICES, We were kept in touch with the situation at all levels. We were sent information all the time, we did not have to ask anything, they seemed to be one jump ahead of us all the time. We had a couple of phone calls , which were very polite and to the point.
We would certainly use them again ,and would highly recommend them. Do try them, you would not be disappointed.

Lisa was a great help, she kept us up to date during the remortgage and was always keen to help when we had any questions.

The Financial Adviser Steve Blinman was absolutely amazing, as my partner and I are new to buying a house we aren't very savvy and Steve talked me through every step of the way. Steve was always easy to contact, would always reply or call back the same day. Couldn't ask for a better experience.Firmitas are extremely lucky to have such a wonderful member of the team.
Many thanks
Claire Burke

Pro-active, friendly and great service, with just the right amount of support. Available but not intrusive, although I always felt that they had my back. Email's and texts right on point and no hard sell or even soft sell. Very pleased with the service and would defiantly use them again.

Tracy and Jordan were incredibly helpful when arranging our remortgage. Great service and highly recommend.

Lisa and Molly kept me informed and walked me through the process of remortgaging. They assisted with all queries and chasing other agencies when required. Thank you to Fermitas for a speedy and client focussed service.

Excellent team, very reliable and easy to work with.
I've been using firmitas as my go to financial advisers for many years now and have recommended them to all of my friends who might need help with financial services.

Matt is very knowledgable and hardworking in his endeavours to finding the correct solution for my situation. His advice is clear and really helps me to make the appropriate decisions my buy-to-let mortgages.

We have been using Lisa Rolfe and her team at Firmitas for remortgaging our buy to let and HMO properties and they have been first class.
From finding the best mortgage rates available to following up and keeping us informed of progress etc.
Highly recommend them.

Excellent service as usual
Kept informed all the way through process
Continue to use for future

Great service as always ,I'm self employed so can be very busy but you can work at your own pace, they are always there to keep you moving and for advice. I will certainly be back again

You can’t write a short review when you are investing for your retirement so please read all of the review to get an understanding of my experience.

I feel that there is a very personal touch to the way they speak to you, they are very serious on getting the best for you by making your money work hard and the risk choice is yours but they are at hand to constantly advise.One example of the support they give me is, when covid started, I saw my funds go down extremely frightening, I asked what I could do to stop any more loss, I was told of the option to freeze the account so no trading would continue, this was done instantly and gave me great peace of mind, then months on from the start of covid I moved my funds back to trading and not only did I regained the money I loss but then gained a lot more , I am more comfortable knowing how the market works and the choices I have and the control over how my money is invested with the huge help, support & experience of the staff.
I can check on my funds via the app or web site, where I can find a pie charts to show me in layman’s terms where and how much of my money is invested.