Luma Financial Planning Avis 

567
TrustScore 5 sur 5

4,9

Bien que nous ne vérifiions pas les affirmations individuelles, car les avis reflètent l’opinion personnelle des utilisateurs, certains avis sont accompagnés du statut « vérifié » lorsqu’il est possible de confirmer qu’une interaction avec l’entreprise a eu lieu. En savoir plus

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Lisez les avis des autres

Noté 5 sur 5 étoiles

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 arri... Voir plus

Noté 5 sur 5 étoiles

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... Voir plus

L'entreprise a répondu

Noté 5 sur 5 étoiles

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... Voir plus

L'entreprise a répondu

Noté 5 sur 5 étoiles

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... Voir plus

L'entreprise a répondu

À propos de l'entreprise

  1. Planificateur financier
  2. Conseiller financier
  3. Courtier en prêts hypothécaires

Écrit par l'entreprise

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.


Coordonnées de contact

4,9

Excellent

TrustScore 5 sur 5

567 avis

5 étoiles
4 étoiles
3 étoiles
2 étoiles
1 étoile

Demande des avis aux clients

Cette entreprise invite régulièrement ses clients à laisser des avis, qu’ils soient positifs ou négatifs.

A répondu à 100 % de ses avis négatifs

Répond généralement dans un délai de 2 semaines

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4,9

Tous les avis

(567)

91 avis reçus au cours des 12 derniers mois

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Les entreprises sur Trustpilot n’ont pas le droit d’offrir des incitatifs ni de payer pour masquer des avis. Les avis reflètent l’opinion des utilisateurs et non celle de Trustpilot. En savoir plus

Noté 5 sur 5 étoiles

Lisa and Molly provide a client focussed and professional service.

Lisa and Molly kept me informed and walked me through the process of remortgaging. They assisted with all queries and chasing other agencies when required. Thank you to Fermitas for a speedy and client focussed service.

29 mai 2024
Avis spontané
Logo de Luma Financial Planning

Réponse de Luma Financial Planning

Thank you so much for your wonderful review! We are glad that you had a good experience with us! Lisa and Molly are thrilled to know their support made a difference for you.

If you ever need anything in the future, we’re here to help.

Thanks again for your thoughtful review—it truly means a lot!

Best regards,
Ben

Noté 5 sur 5 étoiles

Excellent team

Excellent team, very reliable and easy to work with.
I've been using firmitas as my go to financial advisers for many years now and have recommended them to all of my friends who might need help with financial services.

15 mai 2024
Avis spontané
Logo de Luma Financial Planning

Réponse de Luma Financial Planning

Thank you for taking the time to share your experience in such detail—we truly appreciate it!

Helping our clients navigate their financial plans with confidence and clarity is our top priority, so it’s wonderful to hear that you feel well-supported and in control of your financial future.

It’s great to hear that our tools and advice have helped you make informed decisions and achieve positive results.

We’re always here to support you on your financial journey, and we look forward to continuing our working relationship.

Best regards,
Ben

Noté 5 sur 5 étoiles

Matt is very knowledagable and…

Matt is very knowledgable and hardworking in his endeavours to finding the correct solution for my situation. His advice is clear and really helps me to make the appropriate decisions my buy-to-let mortgages.

12 avril 2024
Avis spontané
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Réponse de Luma Financial Planning

Thank you so much for your wonderful review! We are glad that you had a good experience with us! Matt is thrilled to know his support made a difference for you.

If you ever need anything in the future, we’re here to help.

Thanks again for your thoughtful review—it truly means a lot!

Best regards,
Ben

Noté 5 sur 5 étoiles

But to let and HMO Remortgaging

We have been using Lisa Rolfe and her team at Firmitas for remortgaging our buy to let and HMO properties and they have been first class.
From finding the best mortgage rates available to following up and keeping us informed of progress etc.
Highly recommend them.

1 mai 2024
Avis spontané
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Réponse de Luma Financial Planning

Thanks for your thoughtful review! We're thrilled to hear that you had such a great experience with our mortgage service with Lisa.

If you ever need any further support or advice, we’re always here to help.

Best regards,
Ben

Noté 5 sur 5 étoiles

Excellent service as usual

Excellent service as usual
Kept informed all the way through process
Continue to use for future

2 mai 2024
Avis spontané
Logo de Luma Financial Planning

Réponse de Luma Financial Planning

We really appreciate you taking the time to share your experience! It’s great to hear that our team made you satisfied.

Your thoughtful review means a lot to us, and we’re always here if you need any further support.

Best regards,
Ben

Noté 5 sur 5 étoiles

Great service as always

Great service as always ,I'm self employed so can be very busy but you can work at your own pace, they are always there to keep you moving and for advice. I will certainly be back again

2 mai 2024
Avis spontané
Logo de Luma Financial Planning

Réponse de Luma Financial Planning

We really appreciate you taking the time to share your experience! It’s great to hear that our team made you satisfied.

Your thoughtful review means a lot to us, and we’re always here if you need any further support.

Best regards,
Ben

Noté 5 sur 5 étoiles

You can’t write a short review when you…

You can’t write a short review when you are investing for your retirement so please read all of the review to get an understanding of my experience.

I feel that there is a very personal touch to the way they speak to you, they are very serious on getting the best for you by making your money work hard and the risk choice is yours but they are at hand to constantly advise.One example of the support they give me is, when covid started, I saw my funds go down extremely frightening, I asked what I could do to stop any more loss, I was told of the option to freeze the account so no trading would continue, this was done instantly and gave me great peace of mind, then months on from the start of covid I moved my funds back to trading and not only did I regained the money I loss but then gained a lot more , I am more comfortable knowing how the market works and the choices I have and the control over how my money is invested with the huge help, support & experience of the staff.
I can check on my funds via the app or web site, where I can find a pie charts to show me in layman’s terms where and how much of my money is invested.

30 avril 2024
Avis spontané
Logo de Luma Financial Planning

Réponse de Luma Financial Planning

Thank you for taking the time to share your experience in such detail—we truly appreciate it!

Helping our clients navigate their retirement plans with confidence and clarity is our top priority, so it’s wonderful to hear that you feel well-supported and in control of your financial future.

It’s great to hear that our tools and advice have helped you make informed decisions and achieve positive results.

We’re always here to support you on your financial journey, and we look forward to continuing our working relationship.

Best regards,
Ben

Noté 5 sur 5 étoiles

Firmitas Financial Services

Tracy was so helpful and very efficient at securing our second mortgage. I would highly recommend her and Firmitas.

24 avril 2024
Avis spontané
Logo de Luma Financial Planning

Réponse de Luma Financial Planning

Thank you so much for your wonderful review! We are glad that you had a good experience with us! Tracy is thrilled to know her support made a difference for you.

If you ever need anything in the future, we’re here to help.

Thanks again for your thoughtful review—it truly means a lot!

Best regards,
Ben

Noté 5 sur 5 étoiles

Matt and Molly are excellent…service above and beyond.

Matt and Molly are excellent professionals and friendly, nothing is too much trouble and I would highly recommend them both to anyone, if you need any financial advise they are great team members and a credit to their company!
Thank you both.

24 avril 2024
Avis spontané
Logo de Luma Financial Planning

Réponse de Luma Financial Planning

Thank you so much for your wonderful review! We are glad that you had a good experience with us! Matt and Molly are thrilled to know her support made a difference for you.

If you ever need anything in the future, we’re here to help.

Thanks again for your thoughtful review—it truly means a lot!

Best regards,
Ben

Noté 5 sur 5 étoiles

After an up hill struggle with a re…

After an up hill struggle with a re mortgage the Firmitas crew steered through all of the hoops and got a positive result very helpful and informative assistance thank you all

3 avril 2024
Avis spontané
Noté 5 sur 5 étoiles

The very best service

The very best service! Remortgaging as a single parent is stressful but this is the second time that FFS have helped me and their service is above and beyond…highly recommended

2 avril 2024
Avis spontané
Noté 5 sur 5 étoiles

Great experience

I have a great experience using Firmitas Financial services, they were extremely helpful in finding me a suitable mortgage for my circumstances. As a first time applicant, they explained everything clearly for me along the way. Thanks so much!

19 mars 2024
Avis spontané
Noté 5 sur 5 étoiles

Excellent service to secure a mortgage

Lisa was able to secure a mortgage for me where others hadn't or weren't keen to help. It was not a straight forward application process, Lisa was fantastic at continuing to look at the possible options and never made me feel like it was too much trouble. If you are looking for someone who will go the extra mile to secure a mortgage contact Lisa.

23 février 2024
Avis spontané
Noté 5 sur 5 étoiles

Matt and Molly are an excellent team…

Matt and Molly are an excellent team extremely thorough, always go the extra mile to ensure you have the best rates in the market available . The speed that they worked to ensure my mortgage came through as quickly as it did was superb would absolutely recommend and already have , your both appreciated thanks again for all your help and assistance throughout the process.

16 février 2024
Avis spontané

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