Luma Financial Planning

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

Luma Lens 🔎Big stories evolving. Let's take a look at the market news for this week...The Round Up:🇬🇧 Keir Starmer annou...
22/06/2026

Luma Lens 🔎

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

The Round Up:
🇬🇧 Keir Starmer announces his resignation as Prime Minister.
🇺🇸 A busy week in the US.
🌐 AI and tech now account for almost 60% of the total US stock market.
🏦 Federal Reserve - a new sheriff in town.
🤝 US & Iran sign 60-day memorandum of understanding
🔸 Consumer inflation of 2.8% compared with the previous year was lower than analysts had expected.
🗳️ UK gilts rose following Andy Burnham’s victory in the Makerfield by-election.

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

This Father's Day, we asked the Luma Dads a simple question:"What is one thing you do for your child/children?"Their ans...
21/06/2026

This Father's Day, we asked the Luma Dads a simple question:

"What is one thing you do for your child/children?"

Their answers in the images show a small insight behind the scenes.

Because while financial planning is about building a secure future, being a parent is about building the person who will live it.

Happy Father's Day to all the dads building brighter futures, one lesson at a time. 💙

🚨 England XI announced! 🚨As the Three Lions get ready to kick off their World Cup campaign, we couldn't resist putting t...
17/06/2026

🚨 England XI announced! 🚨

As the Three Lions get ready to kick off their World Cup campaign, we couldn't resist putting together our own dream team!

While the England team is aiming for goals...
Our team is aiming for your goals.

Ok - business aside, please spare a thought for our resident Welsh dragon Steve Blinman - who we couldn't leave out!

Good luck, England! 🏆🦁🦁🦁

Luma Lens 🔎Let's take a look at the market news for this week...The Round Up:🤝 The US and Iran have agreed on a framewor...
15/06/2026

Luma Lens 🔎

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

The Round Up:
🤝 The US and Iran have agreed on a framework peace agreement
🚀 The record-breaking initial public offering (IPO) of Elon Musk’s SpaceX
🇬🇧 Figures from the Office for National Statistics show GDP fell 0.1% in April
🇪🇺 On inflation, the European Central Bank (ECB) has taken a proactive stance

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

Ready to take your career to the next level? 🌟Are you passionate about building relationships and supporting our great c...
12/06/2026

Ready to take your career to the next level? 🌟

Are you passionate about building relationships and supporting our great clients? We’re looking for a detail-oriented Mortgage Administrator to join our growing team.

Why join us?
✅ Competitive salary and benefits
✅ Opportunities for professional growth and development
✅ A supportive and collaborative work environment

🔸The Luma way🔸

If you’re ready to make an impact, we want to hear from you! 📈

At Luma, we're always on the lookout for talent! Whether you’re looking to change industries, just starting your career, or bring a wealth of experience, we’d love to connect with you.

👉 Email your CV & a short cover letter telling us about yourself and your experience to [email protected] and visit our website at https://luma-financial.co.uk/about for more details about our great business.

What happens when one business owner is ready to retire… but their partner isn't.In an ideal world, business partners wo...
11/06/2026

What happens when one business owner is ready to retire… but their partner isn't.

In an ideal world, business partners would retire together, perfectly in sync, exiting on the same day with the same goals. 🤝

In reality, it rarely works that way.

The best time to plan your exit? Long before you need to. ⏰

Age, life stage, family commitments, they all mean shareholders can end up in very different places when it comes to retirement readiness. And when one partner is ready to exit and the other simply isn't, things can get complicated.

Here's what helps:

🔢 Know your number - partners need clarity on what financial freedom actually looks like for them.
💬 Talk honestly - uncomfortable, maybe. Essential, absolutely.
🛣️ Explore the options - there are more routes to a successful exit than most people realise.

Whatever your situation, starting the conversation early gives everyone more choices.

Luma Lens 🔎Let's take a look at the market news for this week...The Round Up:🏦 The US economy added 172,000 jobs in May,...
08/06/2026

Luma Lens 🔎

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

The Round Up:
🏦 The US economy added 172,000 jobs in May, almost twice what was expected.
🌐 Friday’s sell-down is a reminder that investors should not assume that stock prices can only go higher, even if fuelled by AI.
🚀 Index provider S&P Dow Jones Indices confirmed that it will not bend its listing rules for SpaceX.
🇪🇺 A report by the European Central Bank during the week stated that gold has overtaken US government bonds as the world’s top reserve asset.

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

Your business is growing - but is your personal wealth keeping pace? 🚀Many business owners pour years into building valu...
04/06/2026

Your business is growing - but is your personal wealth keeping pace? 🚀

Many business owners pour years into building value, only to realise they've done very little planning around what comes next - for themselves.

That's where we come in. 💡

We work with business owners to:
→ Build pension schemes that benefit you and your team
→ Protect against risk and ensure business continuity
→ Create employee benefit packages that retain great people
→ Plan a tax-efficient exit on your terms

Less complexity. More clarity. More time doing what you do best.

https://luma-financial.co.uk/services/financial-planning-for-business-owners

Luma Lens 🔎Let's take a look at the market news for this week...The Round Up:🌐 Increasing hopes of a deal between the US...
01/06/2026

Luma Lens 🔎

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

The Round Up:
🌐 Increasing hopes of a deal between the US and Iran and continued AI optimism helped push US markets to new highs.
🇪🇺 The European Central Bank is expected to increase interest rates by 0.25% later this month.
🔸 Bond yields relaxed across most markets for the second week in a row.

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

We love any excuse to celebrate the amazing people in the Luma family! 🎉This weekend was all about our wonderful Jordan,...
01/06/2026

We love any excuse to celebrate the amazing people in the Luma family! 🎉

This weekend was all about our wonderful Jordan, who is getting married and had her office hen party - and we are absolutely here for it! 💍

Watching someone you work alongside every day step into this next beautiful chapter is such a joy, and we feel so lucky to have Jordan on our team. Wishing you the most magical lead-up to your big day.

Here's to love, happiness, and the next great adventure! ❤️🥂

Address

16-18 Barnes Wallis Road
Fareham
PO155TT

Opening Hours

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

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