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
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Lisez les avis des autres
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
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
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 mo... Voir plus
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À propos de l'entreprise
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
16-18 Barnes Wallis Road, PO15 5TT, Fareham, Royaume-Uni
- 01489 346450
- hello@luma-financial.co.uk
- luma-financial.co.uk
4,9
Excellent
565 avis
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Brilliant job could not have done better
28 mai 2026
Réponse de Luma Financial Planning
We're so glad you've had a positive experience working with us so far!
Satisfied with service
I have been happy with my account management. Despite all the global upheaval my funds have maintained growth.
26 mai 2026
Réponse de Luma Financial Planning
We're so glad you've had a positive experience working with us so far, Patricia!
Réponse de 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 mai 2026
Réponse de 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 mai 2026
Réponse de Luma Financial Planning
We're so glad you've had a positive experience working with us so far! We really appreciate your recommendation.
Réponse de 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 mai 2026
Réponse de 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 mai 2026
Réponse de 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 avril 2026
Réponse de 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 mai 2026
Réponse de 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 avril 2026
Réponse de 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 avril 2026
Réponse de Luma Financial Planning
Thanks so much for your kind words, Jane. We’re so glad you have had a positive experience with the team!
Réponse de 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 avril 2026
Réponse de 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 mars 2026
Réponse de 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 avril 2026
Réponse de Luma Financial Planning
Thank you for the kind review, Noel. We're glad you had a great experience working with Jake.
Réponse de 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 avril 2026
Réponse de 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 avril 2026
Réponse de 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 mars 2026
Réponse de Luma Financial Planning
Thank you for the kind review, Carol. We're happy you had a great experience working with Lisa.
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