Luma Financial Planning Bewertungen 

567
TrustScore 5 von 5

4,9

Wir überprüfen keine spezifischen Behauptungen, da die Meinungen der Bewerter ihre eigenen sind. Wir können Bewertungen jedoch als „verifiziert” kennzeichnen, wenn wir bestätigen können, dass eine geschäftliche Interaktion stattgefunden hat. Mehr erfahren

Um die Integrität unseres Portals zu schützen, überprüft unsere automatisierte Software alle Bewertungen – unabhängig davon, ob sie verifiziert sind oder nicht – rund um die Uhr. Diese Technologie identifiziert und entfernt Inhalte, die gegen unsere Richtlinien verstoßen, wie zum Beispiel Bewertungen, die nicht auf einer wirklichen Erfahrungen basieren. Uns ist bewusst, dass wir möglicherweise nicht alles erfassen, doch Sie können uns jederzeit problematische Inhalte melden, die wir Ihrer Meinung nach übersehen haben. Mehr erfahren

Das sagen Bewerter

Bewertet mit 5 von 5 Sternen

I cannot recommend Luma Financial highly enough for their excellent investment service they have provided over the last 6 years. Steve Davies is very professional, knowledgeable and passionate to arri... Mehr ansehen

Bewertet mit 5 von 5 Sternen

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... Mehr ansehen

Unternehmen hat geantwortet

Bewertet mit 5 von 5 Sternen

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... Mehr ansehen

Unternehmen hat geantwortet

Bewertet mit 5 von 5 Sternen

I needed a remortgage after getting divorced so Rachel quickly found me a suitable mortgage. The tricky part were the 2 charges were on the property from my Ex husbands debt and so I came up against... Mehr ansehen

Unternehmen hat geantwortet

Unternehmensdetails

  1. Finanzplaner
  2. Finanzberater
  3. Hypothekenmakler

Vom Unternehmen geschrieben

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.


Kontaktinformationen

4,9

Hervorragend

TrustScore 5 von 5

567 Bewertungen

5 Sterne
4 Sterne
3 Sterne
2 Sterne
1 Stern

Bittet Kunden um Bewertungen

Das Unternehmen lädt seine Kunden ein, Bewertungen zu hinterlassen – ob positive oder negative.

Hat 100 % seiner negativen Bewertungen beantwortet

Antwortet meist innerhalb von 2 Wochen

So nutzt dieses Unternehmen Trustpilot

Erfahren Sie, woher die Bewertungen stammen und wie sie ausgewertet und moderiert werden.

4,9

Alle Bewertungen

(567)

91 Bewertungen in den letzten 12 Monaten

Bewertung abgeben
Unternehmen auf Trustpilot dürfen keine finanziellen oder anderweitigen Anreize oder Gegenleistungen für das Verbergen von Bewertungen anbieten. Bewertungen spiegeln die Meinung einzelner Nutzer wider und nicht die von Trustpilot. Mehr erfahren

Bewertet mit 5 von 5 Sternen

Lisa and Molly provide a client focussed and professional service.

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.

29. Mai 2024
Bewertung ohne vorherige Einladung
Luma Financial Planning-Logo

Antwort von 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

Bewertet mit 5 von 5 Sternen

Excellent team

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.

15. Mai 2024
Bewertung ohne vorherige Einladung
Luma Financial Planning-Logo

Antwort von Luma Financial Planning

Thank you for taking the time to share your experience in such detail—we truly appreciate it!

Helping our clients navigate their financial plans with confidence and clarity is our top priority, so it’s wonderful to hear that you feel well-supported and in control of your financial future.

It’s great to hear that our tools and advice have helped you make informed decisions and achieve positive results.

We’re always here to support you on your financial journey, and we look forward to continuing our working relationship.

Best regards,
Ben

Bewertet mit 5 von 5 Sternen

Matt is very knowledagable and…

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.

12. April 2024
Bewertung ohne vorherige Einladung
Luma Financial Planning-Logo

Antwort von Luma Financial Planning

Thank you so much for your wonderful review! We are glad that you had a good experience with us! Matt is thrilled to know his 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

Bewertet mit 5 von 5 Sternen

But to let and HMO Remortgaging

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.

1. Mai 2024
Bewertung ohne vorherige Einladung
Luma Financial Planning-Logo

Antwort von Luma Financial Planning

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

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

Best regards,
Ben

Bewertet mit 5 von 5 Sternen

Excellent service as usual

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

2. Mai 2024
Bewertung ohne vorherige Einladung
Luma Financial Planning-Logo

Antwort von Luma Financial Planning

We really appreciate you taking the time to share your experience! It’s great to hear that our team made you satisfied.

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

Best regards,
Ben

Bewertet mit 5 von 5 Sternen

Great service as always

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

2. Mai 2024
Bewertung ohne vorherige Einladung
Luma Financial Planning-Logo

Antwort von Luma Financial Planning

We really appreciate you taking the time to share your experience! It’s great to hear that our team made you satisfied.

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

Best regards,
Ben

Bewertet mit 5 von 5 Sternen

You can’t write a short review when you…

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.

30. April 2024
Bewertung ohne vorherige Einladung
Luma Financial Planning-Logo

Antwort von Luma Financial Planning

Thank you for taking the time to share your experience in such detail—we truly appreciate it!

Helping our clients navigate their retirement plans with confidence and clarity is our top priority, so it’s wonderful to hear that you feel well-supported and in control of your financial future.

It’s great to hear that our tools and advice have helped you make informed decisions and achieve positive results.

We’re always here to support you on your financial journey, and we look forward to continuing our working relationship.

Best regards,
Ben

Bewertet mit 5 von 5 Sternen

Firmitas Financial Services

Tracy was so helpful and very efficient at securing our second mortgage. I would highly recommend her and Firmitas.

24. April 2024
Bewertung ohne vorherige Einladung
Luma Financial Planning-Logo

Antwort von Luma Financial Planning

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

Bewertet mit 5 von 5 Sternen

Matt and Molly are excellent…service above and beyond.

Matt and Molly are excellent professionals and friendly, nothing is too much trouble and I would highly recommend them both to anyone, if you need any financial advise they are great team members and a credit to their company!
Thank you both.

24. April 2024
Bewertung ohne vorherige Einladung
Luma Financial Planning-Logo

Antwort von 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 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

Bewertet mit 5 von 5 Sternen

After an up hill struggle with a re…

After an up hill struggle with a re mortgage the Firmitas crew steered through all of the hoops and got a positive result very helpful and informative assistance thank you all

3. April 2024
Bewertung ohne vorherige Einladung
Bewertet mit 5 von 5 Sternen

The very best service

The very best service! Remortgaging as a single parent is stressful but this is the second time that FFS have helped me and their service is above and beyond…highly recommended

2. April 2024
Bewertung ohne vorherige Einladung
Bewertet mit 5 von 5 Sternen

Great experience

I have a great experience using Firmitas Financial services, they were extremely helpful in finding me a suitable mortgage for my circumstances. As a first time applicant, they explained everything clearly for me along the way. Thanks so much!

19. März 2024
Bewertung ohne vorherige Einladung
Bewertet mit 5 von 5 Sternen

Excellent service to secure a mortgage

Lisa was able to secure a mortgage for me where others hadn't or weren't keen to help. It was not a straight forward application process, Lisa was fantastic at continuing to look at the possible options and never made me feel like it was too much trouble. If you are looking for someone who will go the extra mile to secure a mortgage contact Lisa.

23. Februar 2024
Bewertung ohne vorherige Einladung
Bewertet mit 5 von 5 Sternen

Matt and Molly are an excellent team…

Matt and Molly are an excellent team extremely thorough, always go the extra mile to ensure you have the best rates in the market available . The speed that they worked to ensure my mortgage came through as quickly as it did was superb would absolutely recommend and already have , your both appreciated thanks again for all your help and assistance throughout the process.

16. Februar 2024
Bewertung ohne vorherige Einladung

So funktioniert Trustpilot

Auf Trustpilot hat jeder die Möglichkeit, Bewertungen abzugeben. Der Verfasser einer Bewertung kann diese jederzeit bearbeiten oder löschen, und die Bewertungen werden angezeigt, solange der jeweilige Nutzer-Account aktiv ist.

Zum Schutz unseres Portals setzen wir auf eine Kombination aus spezialisierten Mitarbeitern und cleveren Technologien. Erfahren Sie, wie wir gefälschte Bewertungen bekämpfen.

Erfahren Sie mehr darüber, wie Bewertungen auf Trustpilot gehandhabt werden.

Hier ​finden Sie 8 Tipps für das Schreiben von Bewertungen.

Die Verifizierung hilft sicherzustellen, dass es sich bei den Bewertungen, die Sie auf Trustpilot lesen, um Bewertungen von echten Menschen handelt.

Anreize für das Schreiben von Bewertungen anzubieten oder selektiv zur Bewertungsabgabe einzuladen, kann den TrustScore verfälschen. Deshalb verstößt beides gegen unsere Richtlinien.

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