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
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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.
Resposta da Luma Financial Planning
Thanks a lot! We aim to make things as easy as possible, so we’re glad it felt trouble-free.
I felt the advice was honest and…
I felt the advice was honest and straight forward.
26 de setembro de 2025
Resposta da Luma Financial Planning
Really appreciate your kind words! Keeping advice honest and simple is always our goal.
He explained my investment growing…
He explained my investment growing trend and expected next year growth details
25 de setembro de 2025
Resposta da Luma Financial Planning
Thanks so much for your review. We’re glad we could make your investment growth and next year’s outlook clear!
Despite the pressure we put on them
Despite the pressure we put on them, (moving is a bit stressfull!) nothing was too much trouble
11 de setembro de 2025
Resposta da Luma Financial Planning
Thank you for your lovely feedback. We know how stressful moving can be, so we’re pleased to have made things a bit easier for you. Wishing you all the best in your new home!
Best regards,
Ben
Customer focussed unbiased advice.
Professional and personable Adviser. Helpful, patient and customer focussed. Available and a great comfort.
28 de agosto de 2025
Resposta da Luma Financial Planning
Thank you for your kind words. We’re so pleased to hear your adviser has been a real support and that you’ve felt looked after throughout. That’s exactly the experience we want our clients to have.
Best regards,
Ben
Resposta da Luma Financial Planning
Thanks so much for your review! We’re delighted you’ve had a great experience with us.
Best regards,
Ben
Very helpful
Lisa was our point of contact and she was helpful, thorough and very responsive. She pushed the lender when required, and managed to get us a very good outcome. We would definitely use her services again.
29 de agosto de 2025
Resposta da Luma Financial Planning
We really appreciate your lovely feedback. It’s great to hear Lisa was so supportive and proactive throughout. We’d be delighted to help again in the future.
Best regards,
Ben
Rachel and Molly
Rachel, Molly and the team were fantastic! Very professional and polite and very experienced within their trade.
29 de agosto de 2025
Resposta da Luma Financial Planning
Thank you for your lovely feedback. We’re so pleased Rachel, Molly and the team made the process such a positive one for you.
Best regards,
Ben
Nice to meet Adam face to face and…
Nice to meet Adam face to face and resolve a few issues we have recently encountered
19 de agosto de 2025
Resposta da Luma Financial Planning
It’s great to hear that meeting Adam in person helped to get things sorted. Thank you for taking the time to share this review.
Best regards,
Ben
Celeste was proactive and tenacious
Celeste was proactive and tenacious with the mortgage company. I wanted a solution and I got a great one. Thanks
12 de agosto de 2025
Resposta da Luma Financial Planning
Brilliant to hear, thank you for sharing. We’re so pleased Celeste’s persistence paid off and got you the solution you were looking for.
Best regards,
Ben
Helpful and easy to understand…
Helpful and easy to understand information. Answered queries readily.
13 de agosto de 2025
Resposta da Luma Financial Planning
Thank you for your feedback. We’re glad to hear the information was clear and that your questions were answered quickly – that’s exactly what we aim for.
Best regards,
Ben
Great experience from the start with…
Great experience from the start with Steve Davies at Firmitas - brilliant constant and clear advice
12 de agosto de 2025
Resposta da Luma Financial Planning
Thank you for sharing your experience. We’re thrilled to hear Steve provided clear, consistent advice from the start.
Best regards,
Ben
An efficient service with good…
An efficient service with good communication throughout the process.
12 de agosto de 2025
Resposta da Luma Financial Planning
Thank you for your feedback. We’re glad to hear you found our service efficient and the communication throughout the process clear – that’s exactly what we aim for.
Best regards,
Ben
Adam has been very supportive and…
Adam has been very supportive and helpful over the years. He is very knowledgable and gives very good advice. Would 100% recommend
31 de julho de 2025
Avaliação não solicitada
Resposta da Luma Financial Planning
Thank you so much for your kind words. We’re thrilled to hear Adam has been supportive and helpful over the years.
Best regards,
Ben
Resposta da Luma Financial Planning
Thank you for your feedback. We’re pleased to hear you had a positive experience with Celeste!
Best regards,
Ben
Interesting chat
Adam always listens to me and is not pushy at all. Over the years I have always been happy with the way my investment has performed.
7 de julho de 2025
Resposta da Luma Financial Planning
Thank you for your kind words. We’re delighted to hear that Adam’s approach has worked so well for you and that you’ve been pleased with your investment over the years.
Best regards,
Ben
Resposta da Luma Financial Planning
Thank you so much for your kind words. We’re thrilled to hear you had a great experience and really appreciate your recommendation!
Best regards,
Ben
Friendly, professional and diligent
Friendly, professional and diligent. Everyone went over and above to find the right product, provide excellent service and support us at every stage. Rachel and Molly were excellent. Would hihgly recommend
18 de julho de 2025
Resposta da Luma Financial Planning
Thank you for your lovely feedback. We’re thrilled Rachel, Molly, and the team were able to support you every step of the way and help find the right solution. We really appreciate your recommendation!
Best regards,
Ben
Very good and easy to work with
18 de julho de 2025
Avaliação não solicitada
Resposta da Luma Financial Planning
Thank you for your feedback. We’re glad to hear you found us easy to work with and had a positive experience!
Best regards,
Ben
Matt and team have a been easy to work…
Matt and team have a been easy to work with, communications always being quick, clear, regular and helpful.
10 de julho de 2025
Resposta da Luma Financial Planning
Thank you for your feedback. We’re delighted to hear that Matt and the team made things easy and that our communication has been clear and helpful.
Best regards,
Ben
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