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

Very polite

Very polite. Listened to our requirements

16. Mai 2025
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 service.

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

Best regards,
Ben

Bewertet mit 5 von 5 Sternen

Great service from Steve blinman…

Great service from Steve blinman arranged a remortgage and a BTL within two weeks without any fuss, always kept me fully informed
Kay Matthews

14. Mai 2025
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Antwort von Luma Financial Planning

Thank you for sharing your experience! We’re so pleased to hear that Steve Blinman was able to support you throughout your remortgage and BTL 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

Bewertet mit 5 von 5 Sternen
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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

Bewertet mit 5 von 5 Sternen
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 service.

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

Best regards,
Ben

Bewertet mit 5 von 5 Sternen

Firmitas / Tracy Thompson - excellent service

Second time I've worked with Tracy Thompson on a mortgage renewal - highly knowledgeable, super quick turnaround and last minute was able to come through with an unexpected better offer. Highly recommended

6. Mai 2025
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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

Bewertet mit 5 von 5 Sternen

Exceptional service

Exceptional service! Every part of the process was simple, communicated effectively and most of all cost effective!

1. Mai 2025
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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.

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

Best regards,
Ben

Bewertet mit 5 von 5 Sternen

I felt comfortable.

Hayley was very energetic and always on the case. I felt comfortable at a time which could have been stressful.

1. Mai 2025
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Antwort von Luma Financial Planning

Thank you for sharing your experience! We’re so pleased to hear that Hayley 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

Bewertet mit 5 von 5 Sternen

I had such a good experience with this…

I had such a good experience with this company. There was so many hoops to jump through as I had a complex situation with my remortgage but Hayley and Molly made the process so easy! Communication was excellent at all times and they were so professional throughout. Hayley helped me a year prior to my mortgage in advising me how to get myself in the best position to be accepted and with her advice we got there. I highly recommend firmitas for your Mortgage!!

30. April 2025
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Antwort von Luma Financial Planning

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

Great customer service

Great customer service, attentive updates and seamless application. Highly recommended.

1. Mai 2025
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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

Bewertet mit 5 von 5 Sternen

Easy to deal with

Easy to deal with. Made getting a mortgage easy (twice)

2. Mai 2025
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Antwort von Luma Financial Planning

Thanks so much for your kind words! We're really pleased to hear you had a fantastic experience (twice) – it means a lot to the whole team.

Best regards,
Ben

Bewertet mit 5 von 5 Sternen

Brilliant Service

I would reccommend Firmitas to anyone, they have helped me remortgage my property. Steve was amazing and was so helpful, answering all my questions and queries, being supportive and reassuring me when needed.

Thanks Steve you have been brilliant and I look forward to using this serivice again in the future.

1. Mai 2025
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! Steve 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

Friendly Knowledgeable Creative Quick…

Friendly Knowledgeable Creative Quick to Respond

30. April 2025
Bewertung ohne vorherige Einladung
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Antwort von Luma Financial Planning

It's brilliant to hear that you had a good experience with us – thanks for taking the time to leave a review.

Best regards,
Ben

Bewertet mit 5 von 5 Sternen

Absolutely fantastic

Absolutely fantastic from start to finish kept me informed all the way

24. April 2025
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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

Bewertet mit 4 von 5 Sternen

Equity release

The agent we were advised by was clear in the information & guidance given.
Reliable & punctual with phone calls/appointments, patient & tolerant with our requests for information & clarifications.

10. April 2025
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Antwort von Luma Financial Planning

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

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

Finding a Remortgage was proofing very…

Finding a Remortgage was proofing very difficult because of my age I found Firmitas on the Internet quite by chance and left an enquiry which was picked up by Rachel who replied almost immediately and after thoroughly assessing my situation Rachel was able to find a solution which was perfectly matched to my needs.
This remortgage completed last week giving myself and my daughter peace of mind knowing we are totally secure in our home.
Not only was Rachel extremely efficient and professional but she also showed great empathy towards my situation.
Once Rachel had found the solution she introduced her colleague Jordan who monitored the application process and kept me informed at every step also showing great professionalism and a genuine interest in my case.
It was a very lucky day for me when I discovered Firmitas and I would have no hesitation recommending them and particularly can't thank Rachel and Jordan enough.

7. April 2025
Bewertung ohne vorherige Einladung
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Antwort von Luma Financial Planning

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

Our remortgage was completed by Julie…

Our remortgage was completed by Julie and Molly. They were both really helpful, we were given the best rates for us. The whole process was completed with ease and any questions answered. Would highly recommend.

4. April 2025
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! Julie 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

Brilliant service sorting out my…mortgage

Brilliant service sorting out my mortgage. Others had failed to get what was required. Then quick to respond, persistent chasing things and thorough with the loose ends. AND very friendly

21. März 2025
Bewertung ohne vorherige Einladung
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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.

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

Best regards,
Ben

Bewertet mit 5 von 5 Sternen

The angel that is Celeste!

Celeste was supportive throughout our mortgage process and I cannot thank her enough for her advice and guidance through this all! Thank you Celeste!

28. März 2025
Bewertung ohne vorherige Einladung
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Antwort von Luma Financial Planning

Thank you for sharing your experience! We’re so pleased to hear that Celeste 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

Bewertet mit 5 von 5 Sternen

Tracy and Molly were excellent…

Tracy and Molly were excellent dealing with our remortgage. Great communication and plenty of chasing! Thanks

26. März 2025
Bewertung ohne vorherige Einladung
Luma Financial Planning-Logo

Antwort von Luma Financial Planning

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

We have had a great experience with Firmitas. The team offered excellent communication and advice throughout.

21. März 2025
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 was able to provide you with excellent communication and advice.

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

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.

Erfahren Sie mehr