Viva Planning Anmeldelser 

The staff are incredibly friendly, professional and knowledgeable, and they explained everything so I understood and always made me feel that nothing was too much trouble.
They were always there to answer any questions or concerns I had, and their efficient service made the whole experience stress-free.
I would recommend them to anyone looking for a professional, friendly and reliable service.

My parents used this company and everyone was so helpful and informative from the beginning to the end of the process. Very pleased that we spoke to them and got the safeguards in place. Highly recommend.

I didn’t even know I could do this to protect my home for my children, l spoke with Viva Planning who explained to me how I could do this,answering any questions or just explaining how it actually works, I didn’t want to put my house in my two sons name because if something happened in their lives like getting into debt or a divorce I may have to sell my home, but putting my home in to a trust l know it is safe, knowing I can stay in my home until the inevitable happens..so giving me piece of mind.

My first contact with the company was a video call with Lee Rose. He explained everything in words I understood. From then on I spoke to Trish. She helped me [and is still helping me] with any queries I may have. She is very friendly and easy to talk to. I would definitely recommend Viva Planning if you are planning to set up a trust.

I knew very little about the benefits of setting up a trust. Viva Planning explained the process and guided me through each step. I was able to contact Trish Grey whenever I needed help. Her pleasant and helpful attitude was a credit to the company. There were issues with the solicitors and getting my wishes absolutely correct but in the end they got it right. Thank you Trish and all the staff at Viva Planning.
Mrs Greenaway

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 Viva Planning.

Excellent service ,very professional and friendly wouldnt hesitate to use again ...
Thank you .

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 throughout.

The team were friendly, helpful, and really went above and beyond to make sure everything was perfect. It’s rare to find a company that genuinely cares about its customers, but they absolutely do.

I would highly recommend them to anyone looking for reliable, high-quality service, and I’ll definitely be using them again in the future. Thank you for such a great experience!

From an initial conversation with Jason, to liaising with his team member Emma the whole experience of creating a will was very straight forward , conversations to emails to documentation and finalisation made the whole experience quick and easy. Highly recommend Viva Planning.

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 tennants in common and put one half in trust so it cannot be taken when one of us has to go into a care home.
I would recommend anyone 50 years and over to get good legal planning advice with Viva planning.

I have just had a very constructive and interesting chat with Jamie at vivaplanning who gave me some sound advice when approaching care cost and home ownership. Sadly there is little I can do as a single person in this regard but he has given me some extremely good advice with regards to wills and power of attorney.

Very good service with excellant, friendly staff who make everything run smoothly from start to finish, very helpful and thorough with a very speedy delivery of the finished will.

Excellent service from start to finish. Everything happened as promised from first phone call to discuss my will to the will writing and the delivery. Would highly recommend. Many thanks again to Jason and Emma.

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 in their later years.

My mother dealt with this company for estate planning process they was very professional from start to finish i would highly recommend

I have just had a very long consultation with Frank at Viva Planning regarding Care Home Fees and having to have my property sold to pay for them. A property that my Husband and I worked very hard for and had hoped that our daughter would get the benefit of! I was given some good options and would recommend, 100%, anyone with the same concern to get in touch with this company!

Don't trust these con artists whatever you do! I'll try to give facts here rather than opinion so you can judge for yourself. The vast majority of the reviews for them here are very favourable and I can only conclude that it is because the customers involved went through with the entire process and didn't ask the wrong questions. First of all the total amount they would have charged us is just under £7000 which you can probably improve upon just about anywhere. Their required deposit to start work was £1740 which we never saw again even though we cancelled within the 14 day cooling off period. During those 2 weeks they did do our wills which could not have been simpler to prepare and the lasting powers of attorney which can be done online on the government website for nothing. There is a charge to file them with the government which Viva would have charged extra for anyway so no savings by going with Viva. We would have expected to pay several hundred pounds at least for the wills and the work they did on the LPA's. There were 3 or 4 phone calls during the nearly 2 week period before we cancelled and the supposedly free initial consultation which ended up with us losing our deposit. Our advisor Frank was genuine enough with the information he provided which was very useful indeed and spent more than 2 hours with us on the initial video call. He was mostly okay and polite but insulted our intelligence with the sales patter involving our approval for the check they do to ensure we qualify for their service and made a big song and dance about showing us the approval on his phone. However by far the worst thing he did was at the end of the call when he then pressured us into giving them the initial deposit there and then stating that the approval would have to be redone if we delayed and circumstances could change if we waited. The worst part of all is that we fell for it and are as angry with ourselves as we are with these con artists. The fact is we were unprepared for being asked to pay there and then and against our better judgement we did much to our eventual regret. The other clue should have been the slickness with which the whole process was conducted. When Frank finished his sales pitch he stayed on the line while he passed us to their admin department with an efficiency we could tell had been done many times before along with well rehearsed and false platitudes from everyone involved. Before we knew it we had committed ourselves and once again we admit that it was as much our responsibility as theirs but their process and procedure care only for money. They are all sweetness and light until you ask for money back. When we changed our minds and did that they had their lead conman Jason call us and ask why. We gave him our reason which he naturally didn't agree with or understand. The best part is he tried to tell us that we didn't feel the way we felt. That our reason didn't make sense. I said that it didn't need to make sense to him and we went round in circles from that point. I said I expected to pay something for the will and LPA's but not the full £1740 deposit and on a subsequent and last phone call to him we went round in circles again as he tried to tell me that I didn't know my own feelings again and just kept repeating that they are entitled to keep the entire amount without providing any proof whatsoever of the amount of work they had done on our behalf. My advice would be to be prepared for the hard sell if you deal with these clowns and shop around because they are overcharging for their service. I imagine that the reason they act so fast during the 14 day cooling off period is so they have an excuse to retain your entire deposit if you change your mind. Shop around and compare.

We looked into a trust with them. All very personable with the spiel but basically very clever "persuasive " sales talk. We were offered a fast track which was presented as a favourable "favour". Their psychology was very slick. They are very nice up front. We put down a deposit but on reflection and deeper research felt very uncertain about the whole package and exactly how and where our money would be. We changed our minds within 24 hours which legally gave us some protection for getting our refund for the deposit. But they charged us admin fees(£195) although no paperwork had been created or produced and in spite of their consultation being given "free" . REFUSE THE FAST TRACK OFFER. YOU LOSE DEPOSIT AND SOME RIGHTS AND IT DOESN'T ALLOW YOU TIME TIME TO FULLY PROCESS ALL THAT THEY SCARE YOU WITH. They are nothing more than salespeople. They are NOT financial advisors.

Jamie was very helpful and explained in detail what my options were concerning estate planning. He was very knowledgeable and was able to answer my questions in
a such a way that I could understand.

Have had good advice from Jason thank you so much