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

The best mortgage service out there

11. November 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

The best decision I have made for years

The main factor that made my experience extremely successful and enjoyable was Rachel C.
Without this extremely valuable member of staff, I would still be in a dreadful position. Rachel fought for me as a human being first, put in so much effort and did not give up. I am extremely grateful for her work ethic and determination to help me. I would recommend anybody wanting to better their financial situation to contact Firmitas as they go beyond what you would expect.

8. November 2024
Bewertung ohne vorherige Einladung
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Antwort von Luma Financial Planning

We're thrilled to hear that you had such a great experience with our mortgage service with Rachel and the team.

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

Thanks again for your thoughtful review!

Best regards,
Ben

Bewertet mit 5 von 5 Sternen

Hayley was always there

Hayley was always there, even taking the time to monitor my communications while on leave. She got a great deal in difficult circumstances, providing excellent advice throughout, and maintained a friendly and patient manner during some changes in direction for the application. Conveyancing partners work well with the broker as a team and also kept things moving forward.

7. Oktober 2024
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! Hayley 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

Superb attentive efficient service …

Matt was an excellent mortgage advisor who got me the mortgage I needed when others could not. I highly recommend as he goes the extra mile to make sure all the documents are fully complete and where the client might struggle he's on hand to fully assist. Look forward to working with him again

28. Oktober 2024
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! Matt is happy 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

10/10 highly recommend!

I cannot recommend Firmitas enough! Matt truly went above and beyond to help me in obtaining my first mortgage. Matt worked tirelessly to find me the best deal, he came back time after time again with better interest rates ect.

Matt also guided me with many other aspects of buying a property, as a first time buyer I was very ensure on a lot of things, however Matt made this whole process very smooth.

If you are looking to obtain a mortgage with someone who genuinely cares and goes the extra mile then Matt really is the one to go to!

I will never be able to thank you enough for all you have done, none of this would have been possible without you! Look forward to using you again in the future 🏠

25. Oktober 2024
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 Matt was able to find the right mortgage solution for you.

Helping our clients navigate the mortgage process and find the best possible deals is what we strive for, so your kind words truly mean a lot.

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

Mortgage Broker Services

Rachel from Firmitas listened to our needs and provided an option to meet our requirements. The process ran smoothly with Molly trouble shooting to ensure everything ran efficiently.

14. Oktober 2024
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 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

Excellent mortgage brokers!

Julie was extremely helpful in sorting out the mortgage for our new house. She was very supportive throughout the process and ensured we got the best possible deal for us.

14. Oktober 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! Julie 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

Good duty of care

Good duty of care, quick response, friendly, expertise and good duty of care.

1. Oktober 2024
Bewertung ohne vorherige Einladung
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Antwort von Luma Financial Planning

We really appreciate you taking the time to share your experience! It’s great to hear that you found our team friendly, careful, and professional.

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

Faultless support,knowledge and…

Faultless support,knowledge and professionalism from start to finish
Would highly recommend to anyone
The whole process was seamless
Thanks Andrew and Anna

1. Oktober 2024
Bewertung ohne vorherige Einladung
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Antwort von Luma Financial Planning

We really appreciate you taking the time to share your experience! It’s great to hear that you found our team knowledgable and professional.

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

Friendly and informative

We were looking to down size and potentially retire early. We needed to know what options we had to make this happen. Firmitas were very helpful explained all our options in
a clear and friendly manner. We had regular updates and progress information. We felt that we were kept informed at every step. I would thoroughly recommend their services.

19. September 2024
Bewertung ohne vorherige Einladung
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Antwort von Luma Financial Planning

Thank you for taking the time to share your experience—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.

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

Absolutely awesome

Absolutely awesome. Great advice, fantastic contacts in the wider market, and fast. Celeste Harris, in particular, is excellent.

11. September 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! Celeste 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

Excellent no pressure service

Matt and Molly guided us through each stage of our mortgage application and always made sure we got the best deal. Their advice about life insurance options was really helpful and we never felt pressured into choosing anything. Overall fixed price was also extremely competitive for the level of service offered. I would highly recommend Firmitas.

9. September 2024
Bewertung ohne vorherige Einladung
Luma Financial Planning-Logo

Antwort von Luma Financial Planning

Thank you for sharing your experience! We’re so pleased to hear that Matt and Molly are able to find the right mortgage solution for you.

Helping our clients navigate the mortgage process and find the best possible deals is what we strive for, so your kind words truly mean a lot.

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

Amazing service at a stressful time - thank you!

Amazing! Couldn't have asked for a greater experience with Firmitas whom I have worked with since buying my home 5 years ago. A lot has happened and changed in that time, and Tracy was always there with the best advice, recommendations and solutions. When it looked challenging to remortgage this year, she found the deal I needed at the right time and I am so appreciative for everything she has done to make it work. Glad it's all sorted for another 5 years where I will no doubt get back in touch with Tracy again! A huge thank you to Tracy and colleagues for all being so helpful and supportive at what had been a stressful time.

1. August 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

Firmitas worked hard to secure our…

Firmitas worked hard to secure our mortgage. There were a number of factors that made our position more complicated than typical borrowers. Firmitas kept digging and found a good deal for us, then pushed it quickly through the application and legal process so that it completed in just 4 weeks - faster than I expected. Thank you Tracy and your team!

2. August 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.

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

Best regards,
Ben

Bewertet mit 5 von 5 Sternen

Re-mortgage with Rachel Cumming

We could not be more delighted with the services you provided. We are especially extremely happy with the way you have professionally performed and guided us through the process, I also admire your continued patience with me. We initially approached many financial services to help us secure a resolution to our very difficult financial situation, you were the only one who gave us the time, effort and personal guidance to solve the problem. For that we are extremely grateful. Completion of the re-mortgage has without doubt turned our lives around (life changing moment) and we can now relax, enjoy our home with the family until retirement. Again, many thanks for everything you did for us.

19. Juli 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 Rachel.

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

Best regards,
Ben

Bewertet mit 5 von 5 Sternen

Very happy with the service received

Hi Good day,
We had excellent service from FIRMITAS FINANCIAL SERVICES, We were kept in touch with the situation at all levels. We were sent information all the time, we did not have to ask anything, they seemed to be one jump ahead of us all the time. We had a couple of phone calls , which were very polite and to the point.
We would certainly use them again ,and would highly recommend them. Do try them, you would not be disappointed.

15. Juni 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

Lisa was a great help, she kept us up to date during the remortgage and was always keen to help when we had any questions.

19. Februar 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

The Financial Adviser Steve Blinman was…

The Financial Adviser Steve Blinman was absolutely amazing, as my partner and I are new to buying a house we aren't very savvy and Steve talked me through every step of the way. Steve was always easy to contact, would always reply or call back the same day. Couldn't ask for a better experience.Firmitas are extremely lucky to have such a wonderful member of the team.
Many thanks
Claire Burke

18. Juni 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! 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

Great service.

Pro-active, friendly and great service, with just the right amount of support. Available but not intrusive, although I always felt that they had my back. Email's and texts right on point and no hard sell or even soft sell. Very pleased with the service and would defiantly use them again.

14. Juni 2024
Bewertung ohne vorherige Einladung
Luma Financial Planning-Logo

Antwort von Luma Financial Planning

Such a lovely review thanks for sharing, Hayley and Molly are delighted to read this we look forward to helping you in the future!

Bewertet mit 5 von 5 Sternen

Great service and highly recommend

Tracy and Jordan were incredibly helpful when arranging our remortgage. Great service and highly recommend.

31. 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! Tracy 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

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.

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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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