Julie was our mortgage adviser. She was lovely and helped us throughout the entire process. She answered our questions and was polite even when we bothered her with numerous questions. Very thorough a... Vis mer
Selskapet har svart
Vi bekrefter ikke spesifikke uttalelser siden en forfatters mening er hens egen, men vi kan merke en anmeldelse som "bekreftet" når vi kan bekrefte at det har vært kontakt med virksomheten. Mer informasjon
For å beskytte plattformens integritet vil alle anmeldelser på plattformen—bekreftet eller ikke—bli undersøkt av vår automatiserte programvare (tilgjengelig hele døgnet). Denne teknologien er designet til å identifisere og fjerne innhold som bryter med retningslinjene våre, deriblant anmeldelser som ikke er basert på en faktisk erfaring. Vi vet at vi ikke kan fange opp alt. Hvis du tror at vi har gått glipp av noe, kan du rapportere det. Mer informasjon
Se hva andre synes
Luma and those that work for them are second to none as far as customer service goes! Matt and Bipen, especially Matt Gibson at the very start of my mortgage seeking journey, and Bipen at the end, wo... Vis mer
Selskapet har svart
Great company.Usedxthem for a retirement interest only mortgage They could not have been more helpful.Talked me through the products on offer and listened to what I wanted and advised.Quite honestly t... Vis mer
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... Vis mer
Selskapet har svart
Informasjon om virksomheten
Skrevet av virksomheten
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.
Kontaktopplysninger
16-18 Barnes Wallis Road, PO15 5TT, Fareham, Storbritannia
- 01489 346450
- hello@luma-financial.co.uk
- luma-financial.co.uk
4,9
Enestående
580 anmeldelser
Ber kundene om å skrive anmeldelser
Denne virksomheten oppfordrer kundene til å skrive anmeldelser, enten positive eller negative
Har svart på 100 % av de negative anmeldelsene sine
Svarer vanligvis i løpet av to uker
Slik bruker virksomheten Trustpilot
Se hvordan anmeldelsene og vurderingene deres innhentes, vurderes og modereres.
Svar fra Luma Financial Planning
We're so glad you've had a positive experience working with us so far!
Julie was excellent
Julie was excellent . Communication was very efficient and the process streamlined. Highly recommend.
18. mai 2026
Svar fra Luma Financial Planning
Thank you for the kind review, Jacqui. We appreciate the recommendation!
Very happy with the service provided
Very happy with the service provided. Advice is always simple and clear.
11. mai 2026
Svar fra Luma Financial Planning
We're so glad you've had a positive experience working with us so far!
Remortgage- P. Atkinson
Luma have been very understanding and supportive throughout a protracted remortgage period…Matt and Jordan have been excellent.
30. april 2026
Svar fra Luma Financial Planning
Thank you for the kind review, Paul. Matt and Jordan make a wonderful team!
Always an Excellent Service
Always an Excellent Service. My Investments and Pension Value are at the lower end of the scale I would imagine, but I am treated as if still important to them. Thanks to Adam and Bev.
6. mai 2026
Svar fra Luma Financial Planning
All of our clients are important to us, no matter the amounts involved. We're so glad you've had a positive experience working with Adam and Bev!
Hannah has been brilliant
Hannah has been brilliant - been patient & given me her time in person & via email to help me get to grips with understanding & managing my finances, helping me achieve my retirement goals.
22. april 2026
Svar fra Luma Financial Planning
Thank you for the kind review. We're glad you had a great experience working with Hannah, she's one of the best!
The financial advisor answered all my…
The financial advisor answered all my queries and offered sound financial advice, particularly in the light of the current economic climate. He was well prepared for our meeting and offered follow up support should I require it.
15. april 2026
Svar fra Luma Financial Planning
Thanks so much for your kind words, Jane. We’re so glad you have had a positive experience with the team!
Svar fra Luma Financial Planning
Thank you for your kind words, Neil. We’re so glad you have had a positive experience with the team!
Personal service tailored to our needs.
Personal service tailored to our needs.
Knowledgeable staff.
Very happy with everything !
1. april 2026
Svar fra Luma Financial Planning
We’re really glad you found the team knowledgable and you feel happy with the process so far, Steve - that’s exactly what we’re here for!
Recommend Luma
Very straightforward approach, willingness to explain the processes and patience when Client’s preferences change. Good communication throughout.
31. mars 2026
Svar fra Luma Financial Planning
Thank you for your kind words, John. We’re so glad you have had a positive experience with the team!
A comprehensive review meeting with my…
A comprehensive review meeting with my Financial Adviser (Jake Reynolds) excellent post meeting report and guidelines to consider for future planning.
1. april 2026
Svar fra Luma Financial Planning
Thank you for the kind review, Noel. We're glad you had a great experience working with Jake.
Svar fra Luma Financial Planning
We’re delighted to hear that you’ve found the advice and support to be clear and honest, Terry. We look forward to continuing to support you!
Outstanding service from start to finish
Outstanding service from start to finish. Hayley and Jordan have been the best. Every time we have used you for our financial stuff it has been simple and straightforward. We will always come back to you at Luma Financial. Thank you for all you have done and hopefully will do in the future.
1. april 2026
Svar fra Luma Financial Planning
Thank you for the great review, Martin. Hayley 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!
Lisa & Jordan were amazing.
Lisa & Jordan were amazing.
Always available and helpful when i was stressing out
1. april 2026
Svar fra Luma Financial Planning
Thank you for the kind review, Jay. We're so glad you had a great experience working with both Lisa and Jordan.
Lisa was brilliant
Lisa was brilliant. She was very informative and helped us get our finances and legal stuff sorted.
31. mars 2026
Svar fra Luma Financial Planning
Thank you for the kind review, Carol. We're happy you had a great experience working with Lisa.
Svar fra Luma Financial Planning
Thank you for the kind review, Linda. We're happy you had a great experience working with Jake.
Svar fra Luma Financial Planning
We’re so glad you found the team helpful and friendly - that’s exactly what we’re here for!
Svar fra Luma Financial Planning
Thanks so much for your review, Jane! We’re delighted you’ve had a great experience working with Steve.
The team make things easy to understand…
The team make things easy to understand and give invaluable information and support when needed. A stressless way to plan for the future.
10. mars 2026
Svar fra Luma Financial Planning
Thanks so much for your kind words, Moira. We’re so glad you have had a positive experience with the team!
Very easy and always a pleasure to work with
All advice and information put across in a way that's easy to understand.
2. mars 2026
Svar fra Luma Financial Planning
We’re delighted to hear that you’ve found the advice and support so valuable, Guy. We look forward to continuing to support you!
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