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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Lisez les avis des autres
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
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Excellent customer service.
I feel so lucky to have come across this great company & Matt Gibson in particular.
The customer service was friendly, approachable & the communication prompt & informative without too many hurdles in the process of remortgaging my property.
It's very gratifying,in this day & age,to come across such honest & caring customer service.Thank you so much.
Georges Crematy.
1 octobre 2025
Avis spontané
Réponse de Luma Financial Planning
Thank you for the kind words, Georges. We're so glad you had a great experience with us and helped you through your remortgage. We appreciate you!
Kind regards.
Sound and personal advice backed up by…
Sound and personal advice backed up by St James Place
16 octobre 2025
Réponse de Luma Financial Planning
Thank you for the kind words, Carole! We're pleased you had a great experience with us.
Rachel and Jordan went above and beyond…
Rachel and Jordan went above and beyond for us, Rachel’s knowledge put us at ease and she spent a lot of time talking us through all the options for various things making sure we had the full insight so we could make the best decisions for us. I can’t recommend there services enough, Jordan chased our solicitors and helped us stay informed throughout the long process. Worth every penny!
19 septembre 2025
Avis spontané
Réponse de Luma Financial Planning
Thank you for your lovely feedback. We know how difficult it can be keeping up with the complex nature of the process, so we’re pleased to have made things easier for you, and give you all the right insights you needed.
Best regards.
Réponse de 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 septembre 2025
Réponse de 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 septembre 2025
Réponse de 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 septembre 2025
Réponse de 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 août 2025
Réponse de 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
Réponse de 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 août 2025
Réponse de 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 août 2025
Réponse de 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 août 2025
Réponse de 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 août 2025
Réponse de 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 août 2025
Réponse de 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 août 2025
Réponse de 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 août 2025
Réponse de 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 juillet 2025
Avis spontané
Réponse de 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
Réponse de 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 juillet 2025
Réponse de 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
Réponse de 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
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