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.
Customer focussed unbiased advice.
Professional and personable Adviser. Helpful, patient and customer focussed. Available and a great comfort.
28. august 2025
Svar fra 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 fra 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. august 2025
Svar fra 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. august 2025
Svar fra 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. august 2025
Svar fra 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
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. august 2025
Svar fra 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. august 2025
Svar fra 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. august 2025
Svar fra 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. august 2025
Svar fra 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
Anmeldelse skrevet uten oppfordring
Svar fra 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 fra 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 fra 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 fra 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 fra 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
Anmeldelse skrevet uten oppfordring
Svar fra 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 fra 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 fra 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 fra 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 fra 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
Anmeldelse skrevet uten oppfordring
Svar fra 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
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