Luma Financial Planning Avaliações 

583
•
O TrustScore é 5 de um total de 5

4,9

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Veja o que dizem as avaliações

Avaliado com 5 de um total de 5 estrelas

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... Ver mais

Avaliado com 5 de um total de 5 estrelas

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 a... Ver mais

A empresa respondeu

Avaliado com 5 de um total de 5 estrelas

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, wo... Ver mais

A empresa respondeu

Avaliado com 5 de um total de 5 estrelas

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 con... Ver mais

A empresa respondeu

Detalhes da empresa

  1. Planejamento Financeiro
  2. também em
  3. Consultor Financeiro
  4. Corretor hipotecário

Escrito pela empresa

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.


Informações de contato

4,9

Excelente

O TrustScore é 5 de um total de 5

583 avaliações

5 estrelas
4 estrelas
3 estrelas
2 estrelas
1 estrela

Pede aos clientes que avaliem

Esta empresa convida seus clientes a deixarem avaliações, sejam elas positivas ou negativas

Respondeu a 100% das avaliações negativas

Normalmente responde dentro de 2 semanas

Como esta empresa usa o Trustpilot

Veja como as avaliações e classificações são obtidas, pontuadas e moderadas.

4,9

Todas as avaliações

(583)

93 avaliações nos últimos 12 meses

Escreva uma avaliação
As empresas no Trustpilot não têm permissão para oferecer incentivos ou pagar para ocultar avaliações. As avaliações são opiniões de usuários e não da Trustpilot. Leia mais

Avaliado com 5 de um total de 5 estrelas

A very personal service

A very personal service - not an easy application dealt with so well. Recommended excellent solicitor. Community between all parties was excellent

29 de julho de 2026
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Resposta da Luma Financial Planning

Thank you, Raphael. We're so glad you've had a positive experience working with us so far!

Avaliado com 5 de um total de 5 estrelas

Adam James is a very professional…

Adam James is a very professional financial advisor and keeps me updated on everything concerning my personal finances

22 de julho de 2026
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Resposta da Luma Financial Planning

Thank you for the kind review, Ben. We're glad you've had a great experience working with Adam.

Avaliado com 4 de um total de 5 estrelas

Bob.

Always very helpful on the telephone and go out of their way to assist me with anything.
Upto date they have always provided excellent advice.

14 de julho de 2026
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Resposta da Luma Financial Planning

Thank you, Bob. We're so glad you've had a positive experience working with us so far!

Avaliado com 5 de um total de 5 estrelas

Great Service

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 secured a good rate for us. I would recommend her and I would go to her again.

17 de julho de 2026
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Resposta da Luma Financial Planning

Thank you for the kind review and recommendation, Winifred. Tracy is one of the best in the business! And we're glad you had a great experience working with us.

Avaliado com 5 de um total de 5 estrelas

Highly recommend

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 to anyone seeking financial/mortgage advice! They really put my mind at ease.

16 de julho de 2026
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Resposta da Luma Financial Planning

Thank you for the kind review and recommendation, Joshua. We're glad you've had a great experience working with Steve.

Avaliado com 5 de um total de 5 estrelas

Excellent service and experience

Matt my adviser was great, he kept me updated with rate changes throughout the whole process of fixing a new rate and explained everything very clearly. Great experience and took the stress out of moving to a new fixed rate deal.

1 de julho de 2026
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Resposta da Luma Financial Planning

Thank you for the kind review. We're so glad you've had a positive experience working with Matt!

Avaliado com 5 de um total de 5 estrelas

I am very happy with Luma Financial…

I am very happy with Luma Financial Planning. The advisor I deal with is very helpful and friendly and I enjoy the weekly updates!

2 de julho de 2026
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Resposta da Luma Financial Planning

Thank you, Clare. We're so glad you've had a positive experience working with us so far!

Avaliado com 5 de um total de 5 estrelas

Sally Johns always gives excellent…

Sally Johns always gives excellent advice

2 de julho de 2026
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Resposta da Luma Financial Planning

Thank you for the kind review. We're so glad you've had a positive experience working with Sally! She's one of the best!

Avaliado com 5 de um total de 5 estrelas

Great service

Great service, brokered a good deal. Kept informed throughout the process. A seamless remortgage thanks to Steve and Bipen!

1 de julho de 2026
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Resposta da Luma Financial Planning

Thank you, Michelle. We're so glad you've had a positive experience working with us so far!

Avaliado com 5 de um total de 5 estrelas

Hannah is brilliant!

Hannah was brilliant. Really knowledgeable, understanding, reassuring and encouraging. Such a weight off my mind to know she's looking after things for me!

17 de junho de 2026
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Resposta da Luma Financial Planning

Thank you for the kind review, Jenny. We're glad Hannah has been able to help you in your journey!

Avaliado com 5 de um total de 5 estrelas

Excellent efficient and personable…

Excellent efficient and personable communication and service, couldn’t have been better

19 de junho de 2026
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Resposta da Luma Financial Planning

Thank you, Brian. We're so glad you've had a positive experience working with us so far!

Avaliado com 5 de um total de 5 estrelas

Transfer of Equity

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 some roadblocks; Bipen was a fantastic help in speaking with the mortgage lenders conveyancer’s and reassuring me when it got quite stressful. Thank you Rachel & Bipen! All got completed in 3 months but that was due to the complications of the situation.
I would highly recommend Luma Finance.

19 de junho de 2026
Avaliação não solicitada
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Resposta da Luma Financial Planning

Thank you for the kind review and recommendation, Jenny. Rachel is one of the best in the business! And we're glad you had a great experience working with Bipen.

Avaliado com 5 de um total de 5 estrelas

Really quick, great experience, very professional

Really quick, great experience and always going the extra mile from beginning to end had everything done and processed within a month while I was a first time buyer the process went much quicker than I was told or even thought was possible, would definitely be using them again going forward

12 de junho de 2026
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Resposta da Luma Financial Planning

Thank you for the kind review, Aaron. We're glad you had a great experience working with us!

Avaliado com 5 de um total de 5 estrelas

Well what a breath of fresh air Hayley…

Well what a breath of fresh air Hayley Tutton and her team are from our very first contact to completion these folks really do know what they are doing our experience with these guys has been stress free professionally conducted outstanding service and extremely helpful in every way Hayley goes the extra mile to guarantee customer satisfaction we cannot speak highly enough for her professionalism in the way she handled our remortgage if you are reading this review and require the services they offer make no mistake you can't go wrong true professionals at every level a truly fantastic experience

11 de junho de 2026
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Resposta da Luma Financial Planning

Thank you for taking the time to write such a kind review, Graham. We're glad you had a great experience working with Hayley, she is one of the best!

Avaliado com 5 de um total de 5 estrelas

Recommended.

Professional company. Nice friendly people. Good communication. Regular updates. Continuing support and advice.

3 de junho de 2026
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Resposta da Luma Financial Planning

Thank you, Maureen. We're so glad you've had a positive experience working with us so far!

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