Luma Financial Planning Bewertungen 

Lisa was brilliant. She was very informative and helped us get our finances and legal stuff sorted.

Jake was very informative

Very helpful and friendly

Steve worked hard and found me a great deal.

The team make things easy to understand and give invaluable information and support when needed. A stressless way to plan for the future.

All advice and information put across in a way that's easy to understand.

I worked with Matt Gibson and his team for a mortgage and the process couldn’t have gone better. As a first time buyer and in a country that’s new to me Matt helped ease my mind, answer all my questions and was empathetic to my curiosities and concerns, while remaining professional. He was able to walk me through the process and secure a mortgage at a great rate. I’m very grateful and could not recommend more.

Excellent service and understanding of all that we were told.

Booked a phone call with Mr Adam James, as usual he explained everything needed we had a good chat about my retirement and what was needed. I got all the information I needed. I asked few questions which he did happily explain and went through all the my questions. I found Mr Adam James very knowledgeable and helpful and was ready to answer any questions.

Excellent financial advisor - great advice - very helpful and friendly

Celeste missold me financial products with false promises and information. Wolf in sheep’s clothing. Upon wishing to close these products, she put up every road block possible in order to prolong them and accumulate further commission from the weak schemes she had enrolled me in.

Directors have no interest in taking responsibility and instead divert blame onto the company whose products they sell (SJP)

I am in the process of reporting to the financial ombudsman and will be taking legal action to recover damages suffered by their mis-selling and purposeful extended delay of encashing my investments, unless substantial accountability and resolution is offered.

At the time of writing, I still have a 6 figure sum of money locked in one of their investments whereby continuing incorrect information is being fed to me as to why I am yet to receive the funds. This has been ongoing since 2025

Andrew Oliver always presents himself in a knowledgeable, professional manner. He explains what the Markets are doing , giving sound advice.

Its comforting to know all is being taken care of.

Very pleased with the service I receive from Adam James. I am pleased with how my pension is performing and Adam keeps me informed of this and any other queries I might have.

Useful and informative advice from Celeste who is a delight to speak with, knows me well and gives me the feeling she genuinely enjoys giving me support with my financial goals and lifestyle.
I appreciate the ability to be able to contact her between reviews if necessary and she is also able to recommend other information and advise I have needed.
She has been a valued friend in difficult times.

Very helpful,got us the required service fast and efficiently.

After my two year deal with my previous mortgage was drawing to a close, Tracy was in contact with me to discuss my new mortgage. As I was moving house and had different needs, Tracy was incredibly swift in finding the perfect mortgage and even chasing me to make sure I'd supplied correct information and got all the paperwork signed and back to her.
Very swift with her replies to both phone and email, and when she was away, Jordan kept me informed of any updates.
It was pleasure working with them and I have no hesitation in recommending these ladies and look forward to working with them again.
A very easy 5 star rating from me

Very good review and advice. It may be 5 stars next eeek ad I am awaiting some information about IHT liabilities.

Steve Blinman is so personable and time is not of the essence. He has invested my money so well and given me advice on other matters. Cannot recommend him highly enough.

Steve was very helpful & made everything easy to understand & answered every question