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
Thank you for your kind words. We’re thrilled to hear you’ve had great advice, excellent service, and a positive experience with our team!
Best regards,
Ben
Very detailed information
Very detailed information
Under constant review for best performance
3 de julho de 2025
Resposta da Luma Financial Planning
A huge thank you from all of us for your kind review! We’re so pleased that you had a good experience with us – that’s what we strive for with every client.
Best regards,
Ben
Tracy was and continues to be great at…
Tracy was and continues to be great at helping me with initially finding a mortgage and helping me with the re-mortgage upon the plan ending recently. During the initial mortgage search she was pro-actively looking out for the best deal she could find on my behalf through a number of different lender options, along with making sure I got the best rate this time around for re-mortgage, presenting me with my options and what she thought was best. She followed up throughout the plan to see how things were going and reached out when the plan was almost up to start the process of re-mortgage. Really happy with the service, will continue to use Firmitas for my mortgage needs as in my opinion it is well worth the money.
1 de julho de 2025
Resposta da Luma Financial Planning
Thank you for sharing your experience! We’re so pleased to hear that Tracy was able to support you throughout your mortgage process.
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
Wonderful support
Dear all especially the team who deals with the wealth account in my name..
After my yearly review with Celeste, things continue to improve my lifestyle.
After having read the report in detail and digesting as much as I can understand. It shows my lifestyle choices are in fact very good condition.
The continued support and care I receive is second to none.
I have nothing but admiration for all the team in my customer service.
Special thanks to Emma Kady ,Amy and Tom who have delivered the highest quality of helping me in supporting Celeste
Thank you
😎🤩🤩🤩🤩🤩
3 de julho de 2025
Avaliação não solicitada
Resposta da Luma Financial Planning
Thank you so much for your wonderful review! We are glad that you had a good experience with us! Celeste, Emma, Kady, Amy and Tom are thrilled to know their support made a difference for you.
We’re always here to help you when you need us.
Thanks again for your thoughtful review—it truly means a lot!
Best regards,
Ben
Asked to have a change made it was done…
Asked to have a change made it was done as asked,and in quick time.
24 de junho de 2025
Resposta da Luma Financial Planning
Thank you for taking the time to leave such positive feedback! Keeping you informed and making things effortless is exactly what we aim for.
Best regards,
Ben
Thank you Matt
Matt our advisor was knowledgeable, helpful and most efficient. We were kept updated all the way through the house purchase process and would just like to say thank you.
Iain & Angie
20 de junho de 2025
Resposta da Luma Financial Planning
Thank you so much for your kind words – we're delighted to hear you felt supported throughout the process. We’ll pass your lovely feedback on to Matt!
Best regards,
Ben
Excellent service provided by all of…
Excellent service provided by all of the team, everything went through effortlessly & we couldn’t have have asked for a better service,
we would definitely recommend to family & friends.
16 de junho de 2025
Avaliação não solicitada
Resposta da Luma Financial Planning
We really appreciate your recommendation and are so pleased to hear everything went smoothly. It’s great to know you felt well looked after by the whole team.
Best regards,
Ben
Very good customer service and keeping…
Very good customer service and keeping me updated
19 de junho de 2025
Resposta da Luma Financial Planning
It’s wonderful to hear you were happy with the service and communication. Thank you for your trust – we’re always here when you need us.
Best regards,
Ben
Amazing service
Helpful and patient with the huddles that were in the way none of which were of their doing. Always kept me informed.
18 de junho de 2025
Resposta da Luma Financial Planning
A huge thank you from all of us for your kind review. We’re so pleased you felt everything was handled smoothly – that’s what we strive for with every client.
Best regards,
Ben
Firmitas was a great company
Firmitas was a great company
They worked well with me and I found the whole experience flowed well.
19 de junho de 2025
Avaliação não solicitada
Resposta da Luma Financial Planning
Thank you – we’re thrilled you had such a good experience and really appreciate you recommending us. It means a lot to the whole team.
Best regards,
Ben
Dealing directly with Adam James who…
Dealing directly with Adam James who explained everything very clearly.
12 de junho de 2025
Resposta da Luma Financial Planning
Thanks for your thoughtful review! We're thrilled to hear that you had such a great experience with Adam.
If you ever need any further support or advice, we’re always here to help.
Best regards,
Ben
A regular appointment made and kept
A regular appointment made and kept. Honest and reliable
25 de março de 2025
Resposta da Luma Financial Planning
Thanks so much for your kind words! We're really pleased to hear you had a fantastic experience – it means a lot to the whole team.
Best regards,
Ben
Matt explained everything well and was…
Matt explained everything well and was a pleasure to deal with.
13 de junho de 2025
Resposta da Luma Financial Planning
Thank you for sharing your experience! We’re delighted to hear that you had a positive experience with Matt.
Wishing you all the best, and thank you again for the kind review!
Best regards,
Ben
Just what you need!
Matt was efficient and extremely professional whilst being non judgemental and supportive throughout the process.
The communication was excellent from start to finish.
Thank you.
13 de junho de 2025
Resposta da Luma Financial Planning
Thank you for sharing your experience! We’re delighted to hear that you had a positive experience with Matt.
Wishing you all the best, and thank you again for the kind review!
Best regards,
Ben
Firmitas at its best!!
Lisa and the team have resolved 3 mortgage applications for me and their attention to detail and timeliness has always impressed me. Nothing is too big or small and they are very thorough in their research and product knowledge. I would definitely recommend and will be using them again.
9 de junho de 2025
Resposta da Luma Financial Planning
Thank you for sharing your experience! We’re so pleased to hear that Lisa and our team were able to support you with your 3 mortgage applications.
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
Excellent service
Excellent service, prompt replies , great effort to get
Me the best deal
9 de junho de 2025
Resposta da Luma Financial Planning
Thanks for your thoughtful review! We're thrilled to hear that you had such a great experience with our service.
If you ever need any further support or advice, we’re always here to help.
Best regards,
Ben
Resposta da Luma Financial Planning
Thank you for sharing your experience! We’re delighted to hear that you had a positive experience with Hannah.
Wishing you all the best, and thank you again for the kind review!
Best regards,
Ben
Resposta da Luma Financial Planning
Thanks for your thoughtful review! We're thrilled to hear that you had such a great experience with our service.
If you ever need any further support or advice, we’re always here to help.
Best regards,
Ben
Great service from Steve blinman…
Great service from Steve blinman arranged a remortgage and a BTL within two weeks without any fuss, always kept me fully informed
Kay Matthews
14 de maio de 2025
Resposta da Luma Financial Planning
Thank you for sharing your experience! We’re so pleased to hear that Steve Blinman was able to support you throughout your remortgage and BTL process.
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
First class service as usual
9 de maio de 2025
Resposta da Luma Financial Planning
Thanks for your thoughtful review! We're thrilled to hear that you had such a great experience with our service.
If you ever need any further support or advice, we’re always here to help.
Best regards,
Ben
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