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
Demande des avis aux clients
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A répondu à 100 % de ses avis négatifs
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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 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 mai 2025
Réponse de 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 mai 2025
Réponse de 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
Really good advice,
8 mai 2025
Réponse de 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
Firmitas / Tracy Thompson - excellent service
Second time I've worked with Tracy Thompson on a mortgage renewal - highly knowledgeable, super quick turnaround and last minute was able to come through with an unexpected better offer. Highly recommended
6 mai 2025
Réponse de 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
Exceptional service
Exceptional service! Every part of the process was simple, communicated effectively and most of all cost effective!
1 mai 2025
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.
If you ever need any further support or advice, we’re always here to help.
Best regards,
Ben
I felt comfortable.
Hayley was very energetic and always on the case. I felt comfortable at a time which could have been stressful.
1 mai 2025
Réponse de Luma Financial Planning
Thank you for sharing your experience! We’re so pleased to hear that Hayley 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
I had such a good experience with this…
I had such a good experience with this company. There was so many hoops to jump through as I had a complex situation with my remortgage but Hayley and Molly made the process so easy! Communication was excellent at all times and they were so professional throughout. Hayley helped me a year prior to my mortgage in advising me how to get myself in the best position to be accepted and with her advice we got there. I highly recommend firmitas for your Mortgage!!
30 avril 2025
Réponse de Luma Financial Planning
Thank you so much for your wonderful review! We are glad that you had a good experience with us! Hayley 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
Great customer service
Great customer service, attentive updates and seamless application. Highly recommended.
1 mai 2025
Réponse de 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
Réponse de Luma Financial Planning
Thanks so much for your kind words! We're really pleased to hear you had a fantastic experience (twice) – it means a lot to the whole team.
Best regards,
Ben
Brilliant Service
I would reccommend Firmitas to anyone, they have helped me remortgage my property. Steve was amazing and was so helpful, answering all my questions and queries, being supportive and reassuring me when needed.
Thanks Steve you have been brilliant and I look forward to using this serivice again in the future.
1 mai 2025
Avis spontané
Réponse de Luma Financial Planning
Thank you so much for your wonderful review! We are glad that you had a good experience with us! Steve 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
Friendly Knowledgeable Creative Quick…
Friendly Knowledgeable Creative Quick to Respond
30 avril 2025
Avis spontané
Réponse de Luma Financial Planning
It's brilliant to hear that you had a good experience with us – thanks for taking the time to leave a review.
Best regards,
Ben
Absolutely fantastic
Absolutely fantastic from start to finish kept me informed all the way
24 avril 2025
Réponse de 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
Equity release
The agent we were advised by was clear in the information & guidance given.
Reliable & punctual with phone calls/appointments, patient & tolerant with our requests for information & clarifications.
10 avril 2025
Réponse de Luma Financial Planning
Thank you so much for your wonderful review! We are glad that you had a good experience with us!
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
Finding a Remortgage was proofing very…
Finding a Remortgage was proofing very difficult because of my age I found Firmitas on the Internet quite by chance and left an enquiry which was picked up by Rachel who replied almost immediately and after thoroughly assessing my situation Rachel was able to find a solution which was perfectly matched to my needs.
This remortgage completed last week giving myself and my daughter peace of mind knowing we are totally secure in our home.
Not only was Rachel extremely efficient and professional but she also showed great empathy towards my situation.
Once Rachel had found the solution she introduced her colleague Jordan who monitored the application process and kept me informed at every step also showing great professionalism and a genuine interest in my case.
It was a very lucky day for me when I discovered Firmitas and I would have no hesitation recommending them and particularly can't thank Rachel and Jordan enough.
7 avril 2025
Avis spontané
Réponse de Luma Financial Planning
Thank you so much for your wonderful review! We are glad that you had a good experience with us! Rachel and Jordan 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
Our remortgage was completed by Julie…
Our remortgage was completed by Julie and Molly. They were both really helpful, we were given the best rates for us. The whole process was completed with ease and any questions answered. Would highly recommend.
4 avril 2025
Avis spontané
Réponse de Luma Financial Planning
Thank you so much for your wonderful review! We are glad that you had a good experience with us! Julie 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
Brilliant service sorting out my…mortgage
Brilliant service sorting out my mortgage. Others had failed to get what was required. Then quick to respond, persistent chasing things and thorough with the loose ends. AND very friendly
21 mars 2025
Avis spontané
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.
If you ever need any further support or advice, we’re always here to help.
Best regards,
Ben
The angel that is Celeste!
Celeste was supportive throughout our mortgage process and I cannot thank her enough for her advice and guidance through this all! Thank you Celeste!
28 mars 2025
Avis spontané
Réponse de Luma Financial Planning
Thank you for sharing your experience! We’re so pleased to hear that Celeste 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
Tracy and Molly were excellent…
Tracy and Molly were excellent dealing with our remortgage. Great communication and plenty of chasing! Thanks
26 mars 2025
Avis spontané
Réponse de Luma Financial Planning
Thank you so much for your wonderful review! We are glad you had a good experience with us. Tracy 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
Excellent!
We have had a great experience with Firmitas. The team offered excellent communication and advice throughout.
21 mars 2025
Avis spontané
Réponse de Luma Financial Planning
We really appreciate you taking the time to share your experience! It’s great to hear that our team was able to provide you with excellent communication and advice.
Your thoughtful review means a lot to us, and we’re always here if you need any further support.
Best regards,
Ben
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