Thank you Jamie, for a great consultation & excellent advice. Everything was explained in a way that was very easy to understand and we came away alot more reassured. We would definitely recommend Vi... Ver mais
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Veja o que dizem as avaliações
We spoke to Jamie who gave us great advice for our current situation in life. We are 72 and 68 years old and have some things in place for later life. Jamie said that we need to change our wills to... Ver mais
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I recently used this company and honestly couldn’t be happier with the service I received. From start to finish, everything was handled professionally, quickly, and with great communication throug... Ver mais
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Spoke to Frank and he gave us some interesting points to think about regarding protecting our property from from Carehome fees. He was very knowledgeable and we would recommend Viva Planning to anyone... Ver mais
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Detalhes da empresa
Escrito pela empresa
About Viva Planning Viva Planning is a UK-based estate planning company dedicated to helping families protect their homes, savings, and wishes for the future. Our experienced planners provide clear, practical advice on Wills, Trusts, and Lasting Powers of Attorney (LPAs) — explained in plain English, without the jargon. We believe estate planning should be simple and stress-free. That’s why we offer free, no-obligation consultations, often available online, so you can get expert guidance from the comfort of your home. Whether you want to make sure your loved ones inherit smoothly or reduce delays and costs during probate, Viva Planning is here to guide you every step of the way. ✅ Free estate planning reviews ✅ Wills, Trusts & LPAs ✅ UK-based team ✅ Clear, honest advice with no pressure
Informações de contato
Reino Unido
- vivaplanning.co.uk
4,4
Excelente
44 avaliações
Sem histórico de pedidos de avaliações
Esta empresa não convidou os respectivos clientes, portanto as avaliações podem não ser representativas
Respondeu a 100% das avaliações negativas
Normalmente leva mais de 1 mês para responder
Como esta empresa usa o Trustpilot
Veja como as avaliações e classificações são obtidas, pontuadas e moderadas.
The advisor was very informative and…
The advisor was very informative and pleasant.
I wasn’t put under pressure to sign up to anything and he gave me complete peace of mind.
Thoroughly recommend.
27 de janeiro de 2026
Avaliação não solicitada
Resposta da Viva Planning
Thank you for taking the time to share your experience.
We’re pleased that you felt fully informed and at ease during your consultation. Our approach is always to provide thorough advice and complete peace of mind, without any obligation or pressure.
We greatly appreciate your recommendation.
My experience of Vivaplanning
My experience of Vivaplanning was completely positive. I had a free advice session with Jamie and he gave me very helpful, positive advice and there was no pressure to buy anything. I would highly recommend taking advantage of the free information sessions by this company when they are offered.
23 de janeiro de 2026
Avaliação não solicitada
Resposta da Viva Planning
Thank you for taking the time to share your experience.
We’re pleased that you felt fully informed and at ease during your consultation. Our approach is always to provide thorough advice and complete peace of mind, without any obligation or pressure.
We greatly appreciate your recommendation.
Spoken to a fella called Jason .was…
Spoken to a fella called Jason .was very professional. Went through all the in and outs .explained it very clearly.so I need to know what to do about setting up a trust.would highly recommend them.
23 de janeiro de 2026
Avaliação não solicitada
Resposta da Viva Planning
Thank you for sharing your experience.
We’re pleased that Jason was able to guide you through the ins and outs of setting up a trust and make the process clear and understandable. Providing professional, supportive advice is exactly what we strive for at Viva Planning.
We appreciate your recommendation.
wills and securing our home
We spoke to Jason Dowdall about securing our home for our family. He gave us alot of very useful information on the subject, we learnt alot of things we didn't know, he was very informative very easy and pleasant to talk to, we now have a much better idea of what to expect.
21 de janeiro de 2026
Avaliação não solicitada
Resposta da Viva Planning
Thank you for your feedback.
We’re glad Jason could provide useful, clear guidance on securing your home and planning your will. It’s great to know you now feel more informed and confident about the next steps.
We appreciate your kind words.
Jason was extremely friendly
Jason was extremely friendly, gave me all the advice I asked for and more, explained it al to me very clearly, i would definitely recommend him
19 de janeiro de 2026
Avaliação não solicitada
Resposta da Viva Planning
Thank you for your kind review.
We’re delighted to hear that Jason was able to provide clear, thorough advice in a friendly and approachable manner. It’s wonderful to know you found the guidance helpful and would recommend him.
Your feedback is greatly appreciated by all of us at Viva Planning.
Thank you Jason.
Jason gave me some very useful advice and explained everything to me so I could understand. Thank you. I'll now have a chat with my kids and take things from there. (Let's hope I live another few years in my house!)
16 de janeiro de 2026
Avaliação não solicitada
Resposta da Viva Planning
Thank you for sharing your experience.
We’re glad Jason could explain everything clearly and help you feel informed about your options. Having these conversations with your family is an important step, and we’re pleased to have provided guidance that gives peace of mind.
We truly appreciate your kind words.
THEY INFORMED US OF EVERY THING WE…
THEY INFORMED US OF EVERY THING WE NEEDED TO KNOW, AND HOW TO DEAL WITH THE WITH THE LAWS INVOLVED WITH OUR FAMILY HAVING STEP CHILDREN,IT ISN'T AS STRAIGHT FORWARD AS WE THOUGHT, WE DID EVERY THING INCLUDING POWERS OF ATTORNEY FOR OUR HEALTH AND FINANCES
1 de julho de 2025
Avaliação não solicitada
Resposta da Viva Planning
Thank you for your review.
We’re delighted to hear that we were able to guide you through all the important details, especially when navigating the complexities of blended families and stepchildren. It’s great to know that you now feel confident having completed your powers of attorney for both health and finances.
We truly appreciate your feedback and recommendation.
Don’t leave it until it’s too late!
I had a very informative and incredibly useful conversation with Frank, an adviser with Viva Planning.
He took me through many options, which I was unaware of. I am so happy I took the plunge and spoke to Viva Planning. Thank you Frank.
14 de janeiro de 2026
Avaliação não solicitada
Resposta da Viva Planning
Thank you for sharing your experience.
We’re pleased that Frank could guide you through the options available and provide clarity on what can sometimes be complex matters. Helping clients feel informed and confident is exactly what we aim for at Viva Planning.
We appreciate your kind words and recommendation.
Professional and approachable …
Professional and approachable nothing is any trouble and any questions are answered immediately
All in all a lovely team to trust with your financial matters
24 de novembro de 2025
Avaliação não solicitada
Resposta da Viva Planning
Thank you for your feedback.
We’re glad you found our team professional, approachable, and helpful. Your trust means a lot to us, and we’re always here to support your planning needs.
5 stars
Spoke to Fraser over the last couple of months and have went through out estate planning process, as worried at first as it was a lot to take in but. The team at viva planning simplified everything for me and put it in to terms I could understand, I can honestly say it’s a weight lifted off our sholders and I would recommended this company to any one trying to get there affairs in order 5* :))
9 de janeiro de 2026
Avaliação não solicitada
Resposta da Viva Planning
Thank you so much for your kind review.
We’re thrilled to hear that Fraser and the team were able to guide you through your estate planning in a clear and simple way, helping lift the weight off your shoulders. It’s wonderful to know you now feel confident and informed, and we truly appreciate your recommendation.
Initial consultation
I had an initial free consultation today, which was informative and helpful. Definitely worth the time spent.
7 de janeiro de 2026
Avaliação não solicitada
Resposta da Viva Planning
Thank you for sharing your experience.
We’re glad your free consultation gave you useful insight and helped you feel more confident about your next steps. Providing clear and supportive advice is exactly what we strive for at Viva Planning.
Be very careful dealing with this Company.
Be very careful dealing with this company, we looked into a trust with them they are very nice up front ,if your offered a fast track be very careful you can loose all your Statutory Protections and the 14 day cooling off period.
This wasn't explained properly and we went and put the deposit down, when we found out about this we changed our minds just in case something else down the line cropped up, they gave us the deposit back but kept £195 for admin fees, there would not be any fees if we had known about this we would have refused the fast track.
On enquiring about problem they made out they were doing us a favour.Awesome.
Reply from Viva Planning below is nonsense the guy we were talking with said you will get all your money back the interview is supposed to be free enough said.
17 de dezembro de 2025
Avaliação não solicitada
Resposta da Viva Planning
Hi
Thank you for your review.
We’re sorry to hear you feel unhappy with the outcome, however we would like to clarify a few important points.
The Fast Track option is always explained before any payment is taken, including the fact that work begins immediately and that administration and onboarding costs apply once the service has been activated. These terms are also confirmed within the documentation provided at the point of instruction.
As you confirmed in your review, your deposit was refunded, however the £195 administration fee was retained in line with the agreed terms, as the case had already been opened and processing had commenced.
We fully understand that some clients may change their mind after reflecting, but this does not mean that no work or costs were incurred.
If you would like us to review your case again, please contact our team directly and we will be happy to look into it.
Kind regards,
Viva Planning
Smart Company to deal with.
The staff i dealt with were friendly & courteous & my queries were all answered confidently & explained in full. My wife & i were very happy with Viva Planning & would recommend this Company.
15 de março de 2025
Avaliação não solicitada
Resposta da Viva Planning
hank you for your kind words.
We’re thrilled that our team could provide friendly and courteous support, answering all your queries in detail. It’s wonderful to know that both you and your wife felt confident and well-informed, and we truly appreciate your recommendation of Viva Planning.
When I was dealing with Aviva I found…
When I was dealing with Aviva I found them very informative and Shelly whom I was speaking to was very helpful nothing was too much trouble for her, she had the patience of a saint as I’m not very good at form filling, but Shelly explained everything to me and put coloured stickers on the forms showing where different people were meant to sign. I feel safe in the knowledge knowing that my property is in safe hands.
2 de março de 2025
Avaliação não solicitada
Resposta da Viva Planning
Thank you so much for sharing your experience.
We’re delighted to hear that Shelly was able to guide you patiently and make the process clear, even with the tricky form-filling. Attention to detail and ensuring our clients feel confident and secure is exactly what we strive for at Viva Planning.
It’s wonderful to know you feel reassured that your property is in safe hands — your trust means a lot to us.
Great for keeping your legacy in order
After a check over of my accounts and being given great recommendations on how to make sure what I have earned goes to the right people these are definitely a group to trust!
28 de novembro de 2025
Avaliação não solicitada
Resposta da Viva Planning
Thank you for your kind review.
We’re delighted to hear that our recommendations have helped you feel confident about keeping your legacy in order. Ensuring that your hard-earned assets go to the right people is exactly what we aim for, and it’s wonderful to know you feel you can trust Viva Planning.
Your feedback means a lot to our team.
Had an in depth review
Had an in depth review. Seemed genuine company and definitely thought provoking with much to consider
27 de novembro de 2025
Avaliação não solicitada
Resposta da Viva Planning
Thank you for taking the time to share your experience.
We’re pleased to hear that your in-depth review was thought-provoking and gave you plenty to consider. Providing honest, genuine guidance that helps our clients reflect and plan confidently is exactly what we aim for at Viva Planning.
We truly appreciate your feedback.
Discussion on future financial planning
We had a video conference with Jamie to discuss our financial planning for the future. The actual process of setting up the meeting was very easy.
Jamie asked clear questions to assess at what stage we were, and he gave informative responses. At no time did we feel under pressure or felt that we would be expected to buy/pay for services. We were encouraged to take time to reflect on the changes/choices we could make. All in all a very positive experience
25 de novembro de 2025
Avaliação não solicitada
Resposta da Viva Planning
We’re delighted to hear that your video consultation with Jamie was both positive and informative. Making sure our clients feel comfortable, unpressured, and confident in their financial planning decisions is very important to us.
It’s great to know the process was easy and that you found the guidance clear and helpful. We truly appreciate your feedback and kind words.
Lee was very helpful and patient with…
Lee was very helpful and patient with me. He gave me a comprehensive overview of my options and guided me through various options. At the end of the consultation, Lee suggested that I take time to consider my options. Looking at them, I realised that I could not proceed but am grateful to Lee for his patience and guidance. Thankyou
10 de novembro de 2025
Avaliação não solicitada
Resposta da Viva Planning
Thank you for sharing your experience.
We’re pleased to hear that Lee was able to provide a comprehensive overview and guide you through your options with patience and clarity. Taking the time to consider your choices carefully is exactly what we encourage, and we’re glad his guidance was helpful, even if you decided not to proceed at this stage.
Your kind words are very much appreciated.
I had my estate planing consoltation…
I had my estate planing consoltation last week and I just have to say it was such a relief. I’m 80 years old and been putting this off for far too long! The young lady who helped me was so patient and kind, she explaned everything in a way I could understand, not all that fancy legal talk.
I feel much better now knowing my wishes are written down and my neices and church will be taken care of when the time comes. I wish I had done this years ago.
Thank you again for making this so easy for me, and for treating me with such respect. I recomend them to anyone who’s not sure where to start.
21 de outubro de 2025
Avaliação não solicitada
Resposta da Viva Planning
Thank you so much for your lovely review. We’re truly delighted to hear that you felt supported and comfortable throughout your estate planning consultation. It means a lot to know that our team made the process clear and reassuring for you. We’ll be sure to share your kind words with the consultant who helped you.
5 star estate planning company
fantastic estate planning company,made the whole process so easy and stress free.they did our l.p.a.s ,our wills and our property in trust for our children .5.star
30 de outubro de 2025
Avaliação não solicitada
Resposta da Viva Planning
Thank you so much for your 5-star review! We’re really pleased to hear that you found the process easy and stress-free. It’s wonderful to know that you now have everything in place for your family’s future.
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