Luma

Planning for a brighter future

How do you know when your brand is holding you back? It’s an uncomfortable thought. Especially when everything looks like it’s working. Clients are coming in. The team is busy. The numbers stack up.

But scratch beneath the surface and a different story starts to show. One where perception lags behind reality. Where a young, dynamic team is wrapped in a brand that feels dated, corporate and just a little bit expected. That was the tension at the heart of Firmitas.

Luma financial planning logotype over orange background
Real finance written over orange background

The was

Operationally Firmitas Financial Planning was doing the right things. Clear advice, strong relationships and a genuinely people-first approach. But none of it felt visible because the brand sat in a category that, frankly, all looked the same. Muted colours. Corporate language. Safe decisions dressed up as sophistication created a disconnect with who they were, and how they came across.

The team knew they had something better to say, they just didn’t have the platform to say it. So that’s where we stepped in. Through a series of workshops, sessions and deep dives, we stripped everything back to what actually mattered: a brand built on commitment, clarity and cutting-edge thinking, delivered by people who are forward-thinking, energetic, grounded and magnetic.

Man reclining outdoors with eyes closed in thought, with the word 'Thinking' displayed above him

The how

Luma. Derived from lumen, meaning light, the name does exactly what Firmitas couldn’t. We built an identity that behaves the same way the business does. A custom logotype with soft, rounded forms creates an immediate sense of approachability, while still holding enough weight to feel premium and assured. A vibrant, expressive colour palette that replaces corporate greys with energy and optimism. A hexagon-led design system that brings structure without rigidity. Typography that balances warmth with personality and precision.

And at the centre of it all, a tone of voice that finally sounds like the people behind the business. Straight-talking. Conversational. Confident without ever talking down. Because if finance is about life, it should sound like life too.

Wall of Luma Financial Planning posters featuring messaging about mortgages, investments and retirement planning
Desktop computer displaying the Luma Financial Planning website on a modern wooden desk
Collection of Luma Financial Planning social media graphics and promotional content

The experience

With the foundations in place, we built a brand that doesn’t just exist, it works. The flagship of the project was a premium Laravel + Statamic website, designed not just to look good, but to perform. Fast, flexible, and built around real user journeys rather than assumptions.

At its heart sits a lead-generation focused pension calculator. Not a gimmick, but a genuinely useful tool. One that gives users a glimpse into their future, quickly, simply, and without friction. A moment of clarity that turns curiosity into conversation.

Around that, a full ecosystem from office signage that lights up the day-to-day, welcome brochures that turn first impressions into lasting ones. A custom illustration suite that makes complex financial concepts feel familiar and human. Social animations that add movement, energy and consistency across digital channels.

Laptop displaying the Luma Financial Planning website homepage and key financial services
Colour palette and typography guide displaying the Luma Financial Planning brand identity and design system
Person holding Luma Financial Planning business cards featuring the company's branding and contact details
Person holding a smartphone displaying the Luma Financial Planning website with an article about making a bucket list purchase
Luma Financial Planning advertisement displayed at a bus shelter featuring a person relaxing outdoors and the message "Feet up financial planning."
Hand holding a smartphone displaying the Luma Financial Planning retirement age calculator
Mobile pension calculator interface showing the step-by-step retirement planning journey

The result

Luma is a brand that finally matches the business behind it. Where clarity replaces confusion.
Where warmth replaces distance. Where confidence replaces convention. It doesn’t try to reinvent financial planning, it makes it feel like something you actually want to engage with.

Simple plan. Brighter future.

Luma-branded tote bag hanging from a chair beside a person using a smartphone in a café
Person reading an open Luma brand publication featuring examples of the company's visual identity and messaging
Flat lay of Luma Financial Planning stationery and welcome pack materials arranged on a patterned surface
Close-up of Luma Financial Planning welcome pack materials featuring the tagline "Your blueprint to a brighter future."
Open pages of the Luma brand guidelines showcasing sections on brand strategy, design toolkit, and design system

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