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

Comment cette entreprise utilise Trustpilot

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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

Rachel was amazing!

Rachel was amazing with our application!
As a first time buyer, it was important to me to have the support I needed.
She was happy to sit down and go through documents with me, ensuring that I understood everything before anything was set in stone.
She was happy to answer all of my many questions and did so swiftly. She kept me informed throughout the process and updated me as often as possible.
We were in no rush for completion, but with Rachel's help and pro-activity, the entire process was stress free and only took a couple of months!
Thank you again for all of your help :)

31 janvier 2025
Avis spontané
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Réponse de Luma Financial Planning

Thank you so much for your lovely review! We really appreciate your time to share your experience. It’s great to hear that Rachel was able to support your mortgage.

We’re always here if you need any further support.

Best regards,
Ben

Noté 5 sur 5 étoiles

Very good personal service by both Matt…

Very good personal service by both Matt and Molly

19 mars 2025
Avis spontané
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Réponse de Luma Financial Planning

Thank you so much for your wonderful review! We are glad you had a good experience with us, and Matt 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

Firmitas were really helpful

Firmitas were really helpful, very efficient, and communications were excellent. Any issues were quickly resolved and support in dealing with the legal firm was great. I can highly recommend them, especially Hayley Tutton and Molly Blacklidge - thank you ladies!

28 février 2025
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! 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

Noté 5 sur 5 étoiles

Great Service

The team at Firmitas made my mortage application a walk in the park .Many Thanks to Lisa and Molly for their professionalism and speed guiding me effortlessly through the whole process.And a big " thumbs up" for always answering your phone.Many Thanks
John

27 février 2025
Avis spontané
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Réponse de Luma Financial Planning

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.

Thanks again for your thoughtful review!

Best regards,
Ben

Noté 5 sur 5 étoiles

Great communication

Communication both on the app and the welcome prompts and reminders, as well as updates on text was brilliant. Thank you Molly & Rachel, you made it all an easy process for me - even when things didn't always go to plan, nothing was too much trouble. Thank you

27 janvier 2025
Avis spontané
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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 great communiaction.

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

Firmitas were very easy to del with


My contact Molly was very professional in keeping everything on track and made the whole process very smooth.

29 janvier 2025
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! Molly 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

5 star service from Rachel

Fantastic service from Rachel. Couldn't speak highly enough of her. Worked tirelessly until she got us sorted.

28 janvier 2025
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! Rachel 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

Did a great job

Rachel helped me with my remortgage and did an amazing job finding the right product. It wasn't simple and I'm really grateful for her efforts.

1 janvier 2025
Avis spontané
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Réponse de Luma Financial Planning

Thank you for sharing your experience! We’re so pleased to hear that we are able to find the right remortgage solution for you.

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

Noté 5 sur 5 étoiles

Would absolutely recommend

Great experience of my first time using Firmitas and dealing with Lisa and Molly. They came recommended and I can see why. Excellent knowledge, advice and support throughout what turned out to be a lengthy process due to my situation. Thank you.

16 janvier 2025
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! Lisa 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

It was a seamless process

It was a seamless process, the team was very helpful and answered all my queries promptly.

Highly recommended.

20 janvier 2025
Avis spontané
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Réponse de Luma Financial Planning

We really appreciate you taking the time to share your experience! It’s great to hear that our team provided you with a seamless process.

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

Friendly, Helpful and Professional company

Thank you Lisa and Molly for the care you have provided to us recently while we have remortgaged our home. You have been friendly, professional and considerate throughout the whole process. I would thoroughly recommend you to anyone. Many thanks Ann

10 janvier 2025
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! 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

Great service provided *****

Matt and Molly from Firmitas dealt with my recent re mortgage. The process was so smooth and I was kept up to date with the progress every step of the way.
All available options were looked at and the details of each were provided to enable an informed decision was able to be made.
Both applied a professional but friendly approach.
Would use Firmitas for any future financial transactions

3 janvier 2025
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 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 Service

Matt has helped us get a good deal & ensured it all went smoothly for a number of years now! Never pushy & gives solid advice. Wouldn't use anyone else!!!

20 décembre 2024
Avis spontané
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Réponse de Luma Financial Planning

Thank you for sharing your experience! We’re so pleased to hear that Matt is able to find the right mortgage solution for you.

Helping our clients navigate the mortgage process and find the best possible deals is what we strive for, so your kind words truly mean a lot.

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

Noté 5 sur 5 étoiles

Dealing with Matt & Molly has been an absolute pleasure

Thank you so so much for all your time and efforts in helping us complete our re-mortgage.

I found your company by complete chance on the internet and I don't normally follow through to telephone calls for a fear of being harassed and bombarded by emails and telephone calls but I am so happy I took a chance with you and answered your call.

You and your company have been an absolute pleasure to deal with and I will whole Heartedly recommend you to everyone I know 🙂

Thank you again

5 décembre 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 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

Thanks to Hayley and Firmitas

Hayley who dealt as broker for my mortgage was absolutely fantastic.
We had constant issues from law firm arranging mortgage etc but Hayley kept me up to date with everything and dealt with issues very quickly.
She was an absolute star and I highly recommend Firmitas and Hayley.

29 novembre 2024
Avis spontané
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Réponse de Luma Financial Planning

We're thrilled to hear that you had such a great experience with our mortgage service with Hayley!

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

Thanks again for your thoughtful review!

Best regards,
Ben

Noté 5 sur 5 étoiles

very quick and responsive with good…

very quick and responsive with good helpful advise

29 novembre 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 was able to respond quickly and provide you with helpful advice.

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

Tracy was excellent in guiding us…

Tracy was excellent in guiding us through a mortgage process. Responded very quickly to any queries, thorough & extremely pleasant to deal with. Highly recommend.

20 novembre 2024
Avis spontané
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Réponse de Luma Financial Planning

We're thrilled to hear that you had such a great experience with our mortgage service with Tracy!

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

Thanks again for your thoughtful review!

Best regards,
Ben

Noté 5 sur 5 étoiles

Outstanding

Outstanding - Matt’s knowledge of the market was superb. He kept us in the loop constantly and made it all so easy

18 novembre 2024
Avis spontané
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Réponse de Luma Financial Planning

We're thrilled to hear that you had such a great experience with our mortgage service with Matt!

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

Thanks again for your thoughtful review!

Best regards,
Ben

Noté 5 sur 5 étoiles

Quick, easy and great options

Hayley understood exactly what we wanted and had great knowledge of the market, laying out our options. We picked the best for us and within about 3 weeks her and her team had us all sorted. Great service.

15 novembre 2024
Avis spontané
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Réponse de Luma Financial Planning

We're thrilled to hear that you had such a great experience with our mortgage service with Hayley!

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

Thanks again for your thoughtful review!

Best regards,
Ben

Noté 5 sur 5 étoiles

Working with Matt at Firmitas

Working with Matt at Firmitas was an absolute joy. Plain English advice, and going the extra mile to explore and talk us through mortgage options that were right for us.

14 novembre 2024
Avis spontané
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Réponse de Luma Financial Planning

We're thrilled to hear that you had such a great experience with our mortgage service with Matt!

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

Thanks again for your thoughtful review!

Best regards,
Ben

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