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. 

Luma Financial Planning is a trading name of Firmitas Financial Services Ltd. Firmitas Financial Services Ltd is registered in England and Wales, Number 09525692. Registered Office: 3 Acorn Business Centre, Northarbour Road, Cosham, Portsmouth, Hampshire, PO6 3TH. 

The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives. 

Luma Financial Planning

Org chart

Teams

Offices

Luma Financial Planning

Org chart

Teams

Offices

Related companies