Luma Financial Planning Avaliações 

Celeste Harris was so helpful in responding to my changing circumstances due to ill health. She with my PoA’s helped me understand my options and enabled me to make sound and sensible decisions going forward.

very patient team who were very supportive throughout the whole process

Im not the best with things such as pensions and investments but my pensions adviser celeste always breaks it down in such a way that we can understand she always make sure were upto date with whats going on and always makes herself available if we need to contact her

Good experience. Helpful comments. Positive conversation.

Julie did an amazing job. My remortgage was not a walk in the park, she handled it and got me exactly what I wanted. Would highly recommend.

Great company.Usedxthem for a retirement interest only mortgage They could not have been more helpful.Talked me through the products on offer and listened to what I wanted and advised.Quite honestly they made the whole process easy.Would highly recommend .Thank you Hayley and the rest of the team

Julie was our mortgage adviser. She was lovely and helped us throughout the entire process. She answered our questions and was polite even when we bothered her with numerous questions. Very thorough and intelligent adviser that is always happy and easy to talk to. We cannot reccomend her enough and are very thankful for her presence throughout the process.

Luma and those that work for them are second to none as far as customer service goes!
Matt and Bipen, especially Matt Gibson at the very start of my mortgage seeking journey, and Bipen at the end, worked tirelessly to help me get my purchase over the line after some stressful moments! I would definitely recommend and would not hesitate to work with these two precessional people again in the future! Thank you so much guys!!! You are a credit to Luma Financial Services!! Mary Hardwidge

I like the way they keep things simple and explain the more technical stuff in laymen's terms

The friendly and professional attitude always open and honest with great service.

Rachel has been a pleasure to work with. Constantly being there and patiently answering all questions for me. This was my first home buying experience in UK and Rachel’s support throughout gave me confidence to proceed. With Rachel the engagement didn’t feel transactional, she was with me throughout the journey. I would highly recommend Luma’s services to anyone.

Always receive a quick response to any emails sent.

Jake understands our circumstances, listens and is responsive

Hayley and Jordan were fantastic. I came across them almost by accident but they were so understanding and helpful. They got me through the process calmly and efficiently. Thank you to you both.

Steve Davies has always been brilliant very professional and friendly and has given perfect advice for our retirement, would recommend Luma-Financial to anyone. Thanks Steve and your team.

mat and team
great

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 arrive at the best options for me. Furthermore, his advice has been invaluable, and I feel very much at ease by knowing that whenever I've needed to contact him my question/query has always been answered very promptly and efficiently.

I have been dealing with Julie for a number of years now, and I have always found her responsive, knowledgeable and always providing the correct advise