Luma Financial Planning
Financial Services • 
Fareham, England, United Kingdom • 21-50 Employees
Company overview
| Headquarters | 16-18 Barnes Wallis Road, Segensworth, Hampshire PO15 5TT, GB |
| Phone number | +449525692 |
| Websites | |
| NAICS | 52 |
| Employees | 21-50 |
Key Contacts at Luma Financial Planning
Steve Davies
Director & Financial Adviser
Kate Lamb
Director Of Sales
Luma Financial Planning Email Formats
Luma Financial Planning uses 3 email formats. The most common is {first name}.{last name} (e.g., john.doe@firmitasfs.co.uk), used 53.8% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}.{last name} | john.doe@firmitasfs.co.uk | 53.8% |
{first initial}.{last name} | j.doe@firmitasfs.co.uk | 38.5% |
{first name} | john@firmitasfs.co.uk | 7.7% |
About Luma Financial Planning
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 revenue & valuation
| Annual revenue | $2,224,430 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $7,200,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
Luma Financial Planning has 13 employees across 2 departments.
Departments
Number of employees
Funding Data
Luma Financial Planning has never raised funding before.
United States
India
South Africa
Frequently asked questions
4.8
40,000 users
