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
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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
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
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
567 avis
Demande des avis aux clients
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A répondu à 100 % de ses avis négatifs
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Steve was very helpful & made…
Steve was very helpful & made everything easy to understand & answered every question
5 janvier 2026
Réponse de Luma Financial Planning
Thank you for the kind words! We're pleased you had a great experience working with Steve.
Great experience from start to finish…
Great experience from start to finish very professional ,prompt ,great communication, greatwork.Thanks Steve for all your hard work
24 décembre 2025
Réponse de Luma Financial Planning
We’re delighted to hear that you’ve found the advice and support so valuable. We look forward to continuing to support you on your financial journey.
Adam James is extremely amiable and…
Adam James is extremely amiable and professional.
17 décembre 2025
Réponse de Luma Financial Planning
Adam is one of the best! Thank you for the kind review Keith!
Réponse de Luma Financial Planning
We’re really glad you found the team helpful - that’s exactly what we’re here for.
My consultant Lisa is very helpful and…
My consultant Lisa is very helpful and is always there to give me advice.
4 décembre 2025
Réponse de Luma Financial Planning
Thank you, Rona. We love Lisa at Luma, and we're glad you are getting the advice you need :)
Réponse de Luma Financial Planning
Thanks a lot! We aim to make things go as smoothly as possible, so we’re glad you had a great experience with us.
Equity Release
The service, knowledge and advice we received was exceptional, the people we dealt with explained everything in great detail so we understood everything each step of the process.
9 décembre 2025
Réponse de Luma Financial Planning
Thanks so much for your kind words, Lesley. We’re so glad you have had a consistently and positive experience with the team!
They kept in touch and helped when the…
They kept in touch and helped when the financial provider was slow
27 novembre 2025
Réponse de Luma Financial Planning
Hi Mary, Thank you for the kind review - we're pleased we were able to help you as best as we could.
Very helpful and constructive for…
Very helpful and constructive for guiding the way ahead. Thank you.
4 décembre 2025
Réponse de Luma Financial Planning
Thank you for the kind review - we're pleased you had a great experience working with us.
Never been turned down for a loan in my…
Never been turned down for a loan in my life and was shocked especially when I’ve never missed a payment ever
27 novembre 2025
Réponse de Luma Financial Planning
Hi Thomas,
We aren't a lender, and therefore unfortunately have no control over lending decisions.
We're sorry we weren't able to help you on this occasion. We do our best to check the whole market to find the right lender for our clients but that's not always possible.
Please do get in touch with your adviser to discuss your situation further.
All our best,
The Luma team
My advisor makes a big difference
My advisor, Michael Triggs, is really attentive and helpful. And this is what it works best for me, a personal touch. And I'm sure is not only me that feels this way.
17 novembre 2025
Réponse de Luma Financial Planning
Thank you for the review, Anna. The office loved it :)
As always I received excellent advice…
As always I received excellent advice from Jake, focused on my long-term objectives and taking into consideration the current economic climate. Thank you!
22 octobre 2025
Réponse de Luma Financial Planning
Thank you for the kind words, Adam. We're pleased you had a great experience working with Jake.
Good communicators and excellent to…
Good communicators and excellent to work with.
Together we came out with a deal best for us.
11 novembre 2025
Réponse de Luma Financial Planning
Working with our clients to give them the best deal is always the number one priority. :)
Highly recommended
Great work from Matt and Molly, we wouldnt hesitate to use Luma again!
27 octobre 2025
Réponse de Luma Financial Planning
Thank you for the kind words Stephen. We're happy you had a great experience with the team.
Moved house and remortgaged
We used Luma for our recent house move and Matt was excellent throughout the process. Informative and gave us all of our available options clearly and always promptly answered any queries that we had. Would definitely recommend using Luma for financial advice.
24 octobre 2025
Réponse de Luma Financial Planning
Thank you for the review and the kind words Luke. We're so pleased you had a great experience working with Matt, and appreciate the recommendation!
Réponse de Luma Financial Planning
We are so pleased you had a fantastic experience with us.
very professional Steve was amazing…
very professional Steve was amazing took me through all the process and this supported me to ensure we have got the best deal
29 octobre 2025
Réponse de Luma Financial Planning
We're so glad we were able to help support you - Steve is the best!
Always a good friendly service
Always a good friendly service, we are very happy customers.
27 octobre 2025
Réponse de Luma Financial Planning
Thanks so much for your kind words, Ray. We’re so glad you’ve had a consistently positive experience with us!
Excellent financial advice
All round excellent financial advice always given and our financial consultant Steve Blinman is a really nice person , friendly and always gives good advice where needed .
24 octobre 2025
Réponse de Luma Financial Planning
Thanks so much for your lovely feedback. We’re delighted to hear Steve’s advice and support have made such a positive difference - he’ll really appreciate your kind words.
Réponse de Luma Financial Planning
Thanks so much for your kind words! We’re really glad you found the team helpful and knowledgeable - that’s exactly what we’re here for.
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