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
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
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
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
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
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
16-18 Barnes Wallis Road, PO15 5TT, Fareham, Vereinigtes Königreich
- 01489 346450
- hello@luma-financial.co.uk
- luma-financial.co.uk
4,9
Hervorragend
567 Bewertungen
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.
Das haben sich andere Leute angesehen
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
Antwort von 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
Bewertung ohne vorherige Einladung
Antwort von 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
Antwort von 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
Antwort von 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
Antwort von 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
Antwort von 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
Bewertung ohne vorherige Einladung
Antwort von 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
Asked to have a change made it was done…
Asked to have a change made it was done as asked,and in quick time.
24. Juni 2025
Antwort von Luma Financial Planning
Thank you for taking the time to leave such positive feedback! Keeping you informed and making things effortless is exactly what we aim for.
Best regards,
Ben
Thank you Matt
Matt our advisor was knowledgeable, helpful and most efficient. We were kept updated all the way through the house purchase process and would just like to say thank you.
Iain & Angie
20. Juni 2025
Antwort von Luma Financial Planning
Thank you so much for your kind words – we're delighted to hear you felt supported throughout the process. We’ll pass your lovely feedback on to Matt!
Best regards,
Ben
Excellent service provided by all of…
Excellent service provided by all of the team, everything went through effortlessly & we couldn’t have have asked for a better service,
we would definitely recommend to family & friends.
16. Juni 2025
Bewertung ohne vorherige Einladung
Antwort von Luma Financial Planning
We really appreciate your recommendation and are so pleased to hear everything went smoothly. It’s great to know you felt well looked after by the whole team.
Best regards,
Ben
Very good customer service and keeping…
Very good customer service and keeping me updated
19. Juni 2025
Antwort von Luma Financial Planning
It’s wonderful to hear you were happy with the service and communication. Thank you for your trust – we’re always here when you need us.
Best regards,
Ben
Amazing service
Helpful and patient with the huddles that were in the way none of which were of their doing. Always kept me informed.
18. Juni 2025
Antwort von Luma Financial Planning
A huge thank you from all of us for your kind review. We’re so pleased you felt everything was handled smoothly – that’s what we strive for with every client.
Best regards,
Ben
Firmitas was a great company
Firmitas was a great company
They worked well with me and I found the whole experience flowed well.
19. Juni 2025
Bewertung ohne vorherige Einladung
Antwort von Luma Financial Planning
Thank you – we’re thrilled you had such a good experience and really appreciate you recommending us. It means a lot to the whole team.
Best regards,
Ben
Dealing directly with Adam James who…
Dealing directly with Adam James who explained everything very clearly.
12. Juni 2025
Antwort von Luma Financial Planning
Thanks for your thoughtful review! We're thrilled to hear that you had such a great experience with Adam.
If you ever need any further support or advice, we’re always here to help.
Best regards,
Ben
A regular appointment made and kept
A regular appointment made and kept. Honest and reliable
25. März 2025
Antwort von Luma Financial Planning
Thanks so much for your kind words! We're really pleased to hear you had a fantastic experience – it means a lot to the whole team.
Best regards,
Ben
Matt explained everything well and was…
Matt explained everything well and was a pleasure to deal with.
13. Juni 2025
Antwort von Luma Financial Planning
Thank you for sharing your experience! We’re delighted to hear that you had a positive experience with Matt.
Wishing you all the best, and thank you again for the kind review!
Best regards,
Ben
Just what you need!
Matt was efficient and extremely professional whilst being non judgemental and supportive throughout the process.
The communication was excellent from start to finish.
Thank you.
13. Juni 2025
Antwort von Luma Financial Planning
Thank you for sharing your experience! We’re delighted to hear that you had a positive experience with Matt.
Wishing you all the best, and thank you again for the kind review!
Best regards,
Ben
Firmitas at its best!!
Lisa and the team have resolved 3 mortgage applications for me and their attention to detail and timeliness has always impressed me. Nothing is too big or small and they are very thorough in their research and product knowledge. I would definitely recommend and will be using them again.
9. Juni 2025
Antwort von Luma Financial Planning
Thank you for sharing your experience! We’re so pleased to hear that Lisa and our team were able to support you with your 3 mortgage applications.
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
Excellent service
Excellent service, prompt replies , great effort to get
Me the best deal
9. Juni 2025
Antwort von Luma Financial Planning
Thanks for your thoughtful review! We're thrilled to hear that you had such a great experience with our service.
If you ever need any further support or advice, we’re always here to help.
Best regards,
Ben
Antwort von Luma Financial Planning
Thank you for sharing your experience! We’re delighted to hear that you had a positive experience with Hannah.
Wishing you all the best, and thank you again for the kind review!
Best regards,
Ben
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.