Firmitas Financial Services is a reputable investment services provider based in the UK, specializing in comprehensive financial planning solutions. The company focuses on delivering personalized investment advice, retirement planning, mortgage services, and risk protection strategies to individuals and families. With a commitment to helping clients achieve their life goals, Firmitas Financial Services offers face-to-face consultations to ensure tailored financial solutions that meet diverse needs. Targeting clients who seek clarity and support in their financial journeys, Firmitas Financial Services prides itself on its straightforward approach to finance. The firm's experienced team of financial advisers works closely with clients to navigate various financial landscapes, ensuring that they feel confident and informed every step of the way. By prioritizing client relationships and understanding individual circumstances, Firmitas Financial Services aims to empower clients to plan effectively for their futures.
Firmitas Financial Services consistently receives high praise from customers for its exceptional service and investment advice. Reviewers highlight the professionalism and knowledge of the staff, noting that advisers like Rachel, Molly, and Adam provide thorough, clear, and unbiased guidance.
Many appreciate the proactive approach taken by team members, ensuring that clients feel supported throughout the investment process. The communication is described as efficient and responsive, with several customers mentioning how helpful and approachable the staff are. Overall, the positive sentiment is overwhelming, with clients expressing satisfaction and a strong likelihood of recommending Firmitas to others. The company stands out for its commitment to customer-focused service and excellent investment outcomes.
Summary generated with AI from recent reviews
Each source counts by its number of reviews. Only reviews written by people are scored.
| Source | Rating | Reviews | Weight | 6-mo | Fake risk |
|---|---|---|---|---|---|
Trustpilot Imported Trustpilot reviews | 5.0 | 60 | 100% | ● Low |
Monthly average rating from reviews written by people · latest review Sep 2025.
| Month | Average | Reviews |
|---|---|---|
| Mar 25 | 5.0 | 4 |
| Apr 25 | 4.8 | 6 |
| May 25 | 5.0 | 12 |
| Jun 25 | 5.0 | 15 |
| Jul 25 | 5.0 | 10 |
| Aug 25 | 4.9 | 9 |
| Sep 25 | 5.0 | 4 |
Share of positive (4–5★) and negative (1–2★) reviews mentioning each topic · based on the 60 most recent reviews.
“The support and excellent investment advice that I have received from Firmitas over the past 6 years has been first c...”
Same method for every company: overall rating, legitimacy checks, the average rating of reviews mentioning each area and the 6-month trend · Investment Services.
| Company | Overall | Legit | Service | Trend | Reviews |
|---|---|---|---|---|---|
 | 5.0 out of 5 (good) | 100 out of 100 | 5.0 out of 5 (good) | — | 60 |
| 4.2 out of 5 (good) | 100 out of 100 | 3.3 out of 5 (fair) | — | 1,200 | |
| 4.7 out of 5 (good) | 100 out of 100 | 4.7 out of 5 (good) | — | 1,060 | |
| 4.8 out of 5 (good) | 100 out of 100 | 4.9 out of 5 (good) | — | 1,060 | |
| 4.8 out of 5 (good) | 100 out of 100 | 4.7 out of 5 (good) | — | 1,060 |
Bottom line: Firmitas Financial Services is #1 of 5 on overall rating in this group.
60 reviews of Firmitas Financial Services. Filter by what matters to you.
Over a year ago
Professional and personable Adviser. Helpful, patient and customer focussed. Available and a great comfort.
Over a year ago
Lisa was our point of contact and she was helpful, thorough and very responsive. She pushed the lender when required, and managed to get us a very good outcome. We would definitely use her services ag... See more
Quick answers to the questions people ask most.
Yes, Firmitas Financial Services is a legitimate company with numerous verified reviews reflecting a high rating of 5/5. Real customers have shared positive experiences, highlighting the support and excellent investment advice they've received.
No, Firmitas Financial Services is not a scam. The company has many verified reviews indicating customer satisfaction and consistent feedback patterns showcasing their professionalism and reliability.
Firmitas Financial Services specializes in investment services, providing expert advice and support for various investment options. Clients have praised the team for their thorough and personalized approach to financial planning.
Pricing details for services at Firmitas Financial Services can vary based on individual needs and investment plans. It is best to contact their customer support for specific pricing and payment options.
You can reach out to Firmitas Financial Services through their website contact form or by calling their office directly. Customers have noted the supportive and responsive nature of their team.
Anyone can write a CrowdTrust review. People who write reviews have ownership to edit or delete them at any time, and they'll be displayed as long as an account is active.
The support and excellent investment advice that I have received from Firmitas over the past 6 years has been first class. My St James Partner is extremely knowledgeable and really helpful. The advice given by him has been invaluable, and I feel very much at ease by knowing that whenever I've needed to contact him my question/query has always been answered very promptly and efficiently.
Professional and personable Adviser. Helpful, patient and customer focussed. Available and a great comfort.
Great service
Lisa was our point of contact and she was helpful, thorough and very responsive. She pushed the lender when required, and managed to get us a very good outcome. We would definitely use her services again.
Rachel, Molly and the team were fantastic! Very professional and polite and very experienced within their trade.
Nice to meet Adam face to face and resolve a few issues we have recently encountered
Celeste was proactive and tenacious with the mortgage company. I wanted a solution and I got a great one. Thanks
Helpful and easy to understand information. Answered queries readily.
Great experience from the start with Steve Davies at Firmitas - brilliant constant and clear advice
An efficient service with good communication throughout the process.
Adam has been very supportive and helpful over the years. He is very knowledgable and gives very good advice. Would 100% recommend
Celestia is very pleascent
Personal interaction is key to those wantng advice regarding investing in the stock markets. It is therefore important that a sound relationship is establshedand maintained both with SJP, Firmitas and the "partner" Jake Reynolds. So far in my relationship I have been very satisfied with the advice, support and information received over the past years.
Adam always listens to me and is not pushy at all. Over the years I have always been happy with the way my investment has performed.
Absolutely brilliant service. Highly recommended
Friendly, professional and diligent. Everyone went over and above to find the right product, provide excellent service and support us at every stage. Rachel and Molly were excellent. Would hihgly recommend
Very good and easy to work with
Matt and team have a been easy to work with, communications always being quick, clear, regular and helpful.
Very detailed information Under constant review for best performance
Firmitas Financial Services is a reputable investment services provider based in the UK, specializing in comprehensive financial planning solutions. The company focuses on delivering personalized investment advice, retirement planning, mortgage services, and risk protection strategies to individuals and families. With a commitment to helping clients achieve their life goals, Firmitas Financial Services offers face-to-face consultations to ensure tailored financial solutions that meet diverse needs. Targeting clients who seek clarity and support in their financial journeys, Firmitas Financial Services prides itself on its straightforward approach to finance. The firm's experienced team of financial advisers works closely with clients to navigate various financial landscapes, ensuring that they feel confident and informed every step of the way. By prioritizing client relationships and understanding individual circumstances, Firmitas Financial Services aims to empower clients to plan effectively for their futures.
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