Luma Financial Planning

Luma Financial Planning Financial planning built around you, for a brighter future.

A huge thank you to Matthew Robinson for visiting the Luma office to deliver an insightful session on SIPP and SSAS pens...
21/07/2026

A huge thank you to Matthew Robinson for visiting the Luma office to deliver an insightful session on SIPP and SSAS pensions for our advisers.

The financial planning landscape is always evolving, and sessions like these help ensure our advisers stay up to date with the latest technical knowledge and planning opportunities available to our clients.

It was a fantastic opportunity to explore the benefits, considerations and practical applications of SIPP and SSAS with XPS Self Invested Pensions, while asking questions and sharing experiences as a team.

Here's to continuing to learn, collaborate and deliver the very best outcomes for those we advise. 🔸

Luma Lens 🔎Let's take a look at the market news for this week...The Round Up:🇬🇧 The UK’s incremental 0.1% economic growt...
20/07/2026

Luma Lens 🔎

Let's take a look at the market news for this week...

The Round Up:
🇬🇧 The UK’s incremental 0.1% economic growth in May was unexpected but welcome.
💷 Investors remain cautious about the state of the UK economy.
🇨🇳 China’s Moonshot and the AI roller-coaster.
🌐 Last week saw the largest one-day correction for industry giant IBM.

Click through to see more of this week’s update!

Women are taking control of their financial futures like never before. 🔸Whether through successful careers, entrepreneur...
16/07/2026

Women are taking control of their financial futures like never before. 🔸

Whether through successful careers, entrepreneurship, investing or generational wealth transfer, more wealth is now in the hands of women than at any other point in history.

But financial planning isn't one-size-fits-all.

From career breaks and maternity leave to balancing family responsibilities and longer life expectancy, women often face unique financial challenges that deserves tailored advice and understanding.

🔸 That's why we're proud that half of Luma's advisers are women.

Our talented female wealth and mortgage advisers combine technical expertise with a genuine understanding of the financial journeys many women experience. For some clients, having that shared perspective can make all the difference when it comes to building confidence and making important financial decisions.

At Luma, we're passionate about helping everyone feel empowered to take control of their finances, whatever stage of life they're in.

If you've been thinking about taking that first step, there's no better time than now.

📢 We're Growing Our Team at Luma!As Luma continues to grow, we're looking for talented people to join our friendly, supp...
15/07/2026

📢 We're Growing Our Team at Luma!

As Luma continues to grow, we're looking for talented people to join our friendly, supportive team.

We're currently recruiting for two exciting opportunities:

✨ Wealth Support Team Administrator
✨ Mortgage Administrator

If you're organised, proactive and passionate about delivering exceptional client service, we'd love to hear from you.

We believe our people are our greatest asset. We pride ourselves on creating a positive, collaborative working environment where everyone is valued, supported and encouraged to develop their career. We work hard, but play hard too!

Whether you already have experience in financial services or you're looking to build your career within a growing and ambitious business, this could be the perfect opportunity.

What you can expect from Luma:
✅ A supportive and welcoming team
✅ Opportunities for professional development
✅ A collaborative culture where your contribution matters
✅ The chance to make a real difference to our clients' experience

If you're looking for your next challenge, or know someone who would be a great fit, we'd love to hear from you.

📩 Apply today. Please send your CV to [email protected] or message us directly.

Luma Lens 🔎Let's take a look at the market news for this week...The Round Up:🚗 Industry giant Volkswagen’s share price h...
13/07/2026

Luma Lens 🔎

Let's take a look at the market news for this week...

The Round Up:
🚗 Industry giant Volkswagen’s share price has been on a downward trend since 2021.
💴 The Japanese yen is currently trading against the dollar at levels not seen for 40 years.
🌐 Among the biggest winners of the recent AI boom have been South Korean semiconductor manufacturers.
🔸 Conflict reignited again last week after sides traded missiles.

Click through to see more of this week’s update!

Some highlights of our annual summer event alongside Propp Plenty of sore heads in the office on Friday, but lots of fun...
13/07/2026

Some highlights of our annual summer event alongside Propp

Plenty of sore heads in the office on Friday, but lots of fun was had all together.

Luma Lens 🔎Let's take a look at the market news for this week...The Round Up:🇺🇸 June’s US jobs report, released just bef...
06/07/2026

Luma Lens 🔎

Let's take a look at the market news for this week...

The Round Up:
🇺🇸 June’s US jobs report, released just before markets closed for the 4th of July holiday, raised quite a few eyebrows.
🏦 The ECB and Bank of England (BoE) following the Fed in abandoning forward guidance on interest rate decisions.
🔸 Over the past 12 months the gold price has risen 25%.
🌐 Microsoft’s share price rallied last week.

Click through to see more of this week’s update!

Directors: "We need to step up our Marketing in Q3."Marketing team: "We know just the thing!" 🚀The happy couple knows ju...
03/07/2026

Directors: "We need to step up our Marketing in Q3."

Marketing team: "We know just the thing!" 🚀

The happy couple knows just the right place to seek the best financial guidance for their wedding plans.

🎉 Just ONE WEEK to go until Luma & Propp's Annual Summer Party! ☀️The countdown is officially on, and it looks like the ...
02/07/2026

🎉 Just ONE WEEK to go until Luma & Propp's Annual Summer Party! ☀️

The countdown is officially on, and it looks like the sunshine is here to stay, safe to say the excitement is building!

Our Summer Party is one of the highlights of the Luma calendar, a chance to celebrate the amazing people who make Luma what it is.

We're looking forward to spending the evening with our fantastic team, as well as welcoming many of our valued professional partners and friends of Luma who'll be joining us for the celebrations 🧡

📅 Thursday, 9th July
⏰ 7 PM – Late

Here's to an evening of great company, drinks, music, plenty of laughter, and celebrating the relationships that have helped make another successful year possible. 🥂🎶

To everyone joining us next week, we can't wait to see you!

Luma Lens 🔎Let's take a look at the market news for this week...The Round Up:🏦 Markets endured a tough period last week🌐...
30/06/2026

Luma Lens 🔎

Let's take a look at the market news for this week...

The Round Up:
🏦 Markets endured a tough period last week
🌐 The week proved painful for several tech companies
🗳️ So far, no one has stepped in to challenge his presumptive successor, Andy Burnham

Click through to see more of this week’s update!

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16-18 Barnes Wallis Road
Fareham
PO155TT

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Tuesday 9am - 6:30pm
Wednesday 9am - 6:30pm
Thursday 9am - 6:30pm
Friday 9am - 5:30pm

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