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
Embora não verifiquemos afirmações específicas porque as opiniões dos avaliadores são pessoais, podemos marcar as avaliações como "Verificadas" quando for possível confirmar que houve uma interação comercial. Leia mais
Para proteger a integridade da plataforma, todas as avaliações em nossa plataforma — verificadas ou não — são analisadas por nosso software automatizado, disponível 24 horas por dia, 7 dias por semana. Essa tecnologia foi concebida para identificar e remover conteúdo que viola nossas diretrizes, incluindo avaliações que não são baseadas em uma experiência real. Reconhecemos que talvez não consigamos detectar tudo e você pode sinalizar qualquer coisa que ache que possamos ter deixado passar. Leia mais
Veja o que dizem as avaliações
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
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
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
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
16-18 Barnes Wallis Road, PO15 5TT, Fareham, Reino Unido
- 01489 346450
- hello@luma-financial.co.uk
- luma-financial.co.uk
4,9
Excelente
583 avaliações
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.
Satisfied with service
I have been happy with my account management. Despite all the global upheaval my funds have maintained growth.
26 de maio de 2026
Resposta da Luma Financial Planning
We're so glad you've had a positive experience working with us so far, Patricia!
Resposta da Luma Financial Planning
We're so glad you've had a positive experience working with us so far!
No pressure.
I like the fact that there's absolutely no pressure to make any decisions straight away, plain talking, no jargon, everything is fully explained, including costs.
7 de maio de 2026
Resposta da Luma Financial Planning
Thank you for the kind review, Chris. We're glad you had a great experience working with us!
Luma is a well run financial advice…
Luma is a well run financial advice service.
I would recommend this to anybody who need sound financial advice. run by a very friendly team with sound advice.
21 de maio de 2026
Resposta da Luma Financial Planning
We're so glad you've had a positive experience working with us so far! We really appreciate your recommendation.
Resposta da Luma Financial Planning
We're so glad you've had a positive experience working with us so far!
Julie was excellent
Julie was excellent . Communication was very efficient and the process streamlined. Highly recommend.
18 de maio de 2026
Resposta da Luma Financial Planning
Thank you for the kind review, Jacqui. We appreciate the recommendation!
Very happy with the service provided
Very happy with the service provided. Advice is always simple and clear.
11 de maio de 2026
Resposta da Luma Financial Planning
We're so glad you've had a positive experience working with us so far!
Remortgage- P. Atkinson
Luma have been very understanding and supportive throughout a protracted remortgage period…Matt and Jordan have been excellent.
30 de abril de 2026
Resposta da Luma Financial Planning
Thank you for the kind review, Paul. Matt and Jordan make a wonderful team!
Always an Excellent Service
Always an Excellent Service. My Investments and Pension Value are at the lower end of the scale I would imagine, but I am treated as if still important to them. Thanks to Adam and Bev.
6 de maio de 2026
Resposta da Luma Financial Planning
All of our clients are important to us, no matter the amounts involved. We're so glad you've had a positive experience working with Adam and Bev!
Hannah has been brilliant
Hannah has been brilliant - been patient & given me her time in person & via email to help me get to grips with understanding & managing my finances, helping me achieve my retirement goals.
22 de abril de 2026
Resposta da Luma Financial Planning
Thank you for the kind review. We're glad you had a great experience working with Hannah, she's one of the best!
The financial advisor answered all my…
The financial advisor answered all my queries and offered sound financial advice, particularly in the light of the current economic climate. He was well prepared for our meeting and offered follow up support should I require it.
15 de abril de 2026
Resposta da Luma Financial Planning
Thanks so much for your kind words, Jane. We’re so glad you have had a positive experience with the team!
Resposta da Luma Financial Planning
Thank you for your kind words, Neil. We’re so glad you have had a positive experience with the team!
Personal service tailored to our needs.
Personal service tailored to our needs.
Knowledgeable staff.
Very happy with everything !
1 de abril de 2026
Resposta da Luma Financial Planning
We’re really glad you found the team knowledgable and you feel happy with the process so far, Steve - that’s exactly what we’re here for!
Recommend Luma
Very straightforward approach, willingness to explain the processes and patience when Client’s preferences change. Good communication throughout.
31 de março de 2026
Resposta da Luma Financial Planning
Thank you for your kind words, John. We’re so glad you have had a positive experience with the team!
A comprehensive review meeting with my…
A comprehensive review meeting with my Financial Adviser (Jake Reynolds) excellent post meeting report and guidelines to consider for future planning.
1 de abril de 2026
Resposta da Luma Financial Planning
Thank you for the kind review, Noel. We're glad you had a great experience working with Jake.
Resposta da Luma Financial Planning
We’re delighted to hear that you’ve found the advice and support to be clear and honest, Terry. We look forward to continuing to support you!
Outstanding service from start to finish
Outstanding service from start to finish. Hayley and Jordan have been the best. Every time we have used you for our financial stuff it has been simple and straightforward. We will always come back to you at Luma Financial. Thank you for all you have done and hopefully will do in the future.
1 de abril de 2026
Resposta da Luma Financial Planning
Thank you for the great review, Martin. Hayley and Jordan are two of our best, and we're pleased you had a great experience with the team. We look forward to working with you again too!
Lisa & Jordan were amazing.
Lisa & Jordan were amazing.
Always available and helpful when i was stressing out
1 de abril de 2026
Resposta da Luma Financial Planning
Thank you for the kind review, Jay. We're so glad you had a great experience working with both Lisa and Jordan.
Lisa was brilliant
Lisa was brilliant. She was very informative and helped us get our finances and legal stuff sorted.
31 de março de 2026
Resposta da Luma Financial Planning
Thank you for the kind review, Carol. We're happy you had a great experience working with Lisa.
Resposta da Luma Financial Planning
Thank you for the kind review, Linda. We're happy you had a great experience working with Jake.
A Experiência Trustpilot
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