Viva Planning Recenzje 

54
•
Wynik TrustScore: 4.5 na 5

4,5

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Zobacz, co mówią recenzenci

Oceniono na 4 z 5

Im not quite at the end of my dealings with the company but so far all seems to be going to plan. The advice offered was very informative and helped me decide that this was the best option for my fami... Zobacz więcej

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Oceniono na 5 z 5

Everyone I dealt with were ìnformative, friendly and very patient with me.This was all very new and confusing for an 80 year old but everyone was very kind and patient.

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Oceniono na 4 z 5

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... Zobacz więcej

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Informacje dotyczące firmy

  1. Prawnik – ochrona majątku

Napisane przez firmę

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


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4,5

Doskonała

Wynik TrustScore: 4.5 na 5

54 recenzji

5 gwiazdek
4 gwiazdki
3 gwiazdki
2 gwiazdki
1 gwiazdka

W ostatnim czasie nie zapraszano do recenzowania

Ta firma nie zapraszała ostatnio swoich klientów do recenzowania, dlatego recenzje mogą nie być w pełni reprezentatywne

Odpowiada na 33% z negatywnych recenzji

Zwykle udzielenie odpowiedzi zajmuje ponad miesiąc

Jak firma korzysta z Trustpilot

Dowiedz się, w jaki sposób pozyskiwane, oceniane i moderowane są ich recenzje i oceny.

4,5

Wszystkie recenzje

(54)

Liczba recenzji w ciągu ostatnich 12 miesięcy: 50

Napisz recenzję
Firmy korzystające z platformy Trustpilot nie mogą oferować żadnych zachęt ani płacić za ukrywanie recenzji. Recenzje są opiniami poszczególnych użytkowników, a nie platformy Trustpilot. Dowiedz się więcej

Oceniono na 5 z 5

Initial consultation

I had an initial free consultation today, which was informative and helpful. Definitely worth the time spent.

7 stycznia 2026
Opinia niezależna
Logo Viva Planning

Odpowiedź od 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.

Oceniono na 1 z 5

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 grudnia 2025
Opinia niezależna
Logo Viva Planning

Odpowiedź od 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

Oceniono na 5 z 5

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 marca 2025
Opinia niezależna
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Odpowiedź od 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.

Oceniono na 5 z 5

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 marca 2025
Opinia niezależna
Logo Viva Planning

Odpowiedź od 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.

Oceniono na 5 z 5

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 listopada 2025
Opinia niezależna
Logo Viva Planning

Odpowiedź od 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.

Oceniono na 4 z 5

Had an in depth review

Had an in depth review. Seemed genuine company and definitely thought provoking with much to consider

27 listopada 2025
Opinia niezależna
Logo Viva Planning

Odpowiedź od 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.

Oceniono na 5 z 5

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 listopada 2025
Opinia niezależna
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Odpowiedź od 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.

Oceniono na 5 z 5

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 listopada 2025
Opinia niezależna
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Odpowiedź od 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.

Oceniono na 5 z 5

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 października 2025
Opinia niezależna
Logo Viva Planning

Odpowiedź od 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.

Oceniono na 5 z 5

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 października 2025
Opinia niezależna
Logo Viva Planning

Odpowiedź od 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.

Oceniono na 5 z 5

Thank you for your help

My husband and I recently had a lovely consultation with Jamie. We’d spent quite some time trying to understand asset protection, but I must say we found it all rather baffling. Jamie was ever so patient—he really took the time to listen to our situation and what we hoped to accomplish. He explained everything so clearly, in everyday language that even we could follow! I feel very reassured by the options we've been given, and I’m confident we’re in good hands.
It’s such a relief to have found someone so knowledgeable and kind. I just wanted to say thank you—Jamie made a rather daunting topic feel much more manageable, and we’re very grateful for the help.

22 lipca 2025
Opinia niezależna
Logo Viva Planning

Odpowiedź od Viva Planning

Thank you so much for your kind words. We’re delighted to hear that Jamie was able to make everything clear and reassuring for you both. Estate planning can feel overwhelming at first, so it’s lovely to know you now feel confident and supported. We’ll be sure to pass your message on to Jamie — he’ll really appreciate it.

Oceniono na 5 z 5

Great for remote appointments

Viva Planning really helped my mother with her LPAs. My mum isnt was nervous about speaking to people online abut they said me and my brother could also attend and ask questions. This was great for me as I live in Spain. Very professional. Thanks you

22 lipca 2025
Opinia niezależna
Logo Viva Planning

Odpowiedź od Viva Planning

Thank you for your kind review. We’re so pleased to hear that your mother felt comfortable and supported throughout the process. It’s lovely that you and your brother could both be involved too — we know how important it is for families to have that reassurance, even from abroad.

Oceniono na 1 z 5

Waste of time

Had a free consultation with Jason today via later living helpline, in my opinion it was a waste of time he was unprofessional in my opinion, insulting , rude, waffled on and called me abrupt !!
At the start I asked him to confirm it was a free consultation he did but also told me he usually deals with high end clients and the cost is usually £280 per hour. I asked him to confirm there was no obligation , he seemed unhappy with this question and reminded me several times that they were a business. We simply wanted to know our options, how much each option would cost and then think it over during the weekend, he did not seem at all happy, I got the impression he wanted us to make commitments at the end of the call and didn’t want questions in my opinion.
After 30 minutes of listening to his boring unnecessary waffle and being called abrupt I ended the call and I was no wiser than when I started it.
My advice would be to avoid this company and find a reputable local solicitor. All of the above is my opinion based on mine and my husbands ‘consultation’ today which imo was a complete waste of time
You have asked me to contract you but you need to give me your contact details please. CONTACT DETAILS PLEASE

18 lipca 2025
Opinia niezależna
Logo Viva Planning

Odpowiedź od Viva Planning

Hello,

We’re sorry to read your feedback and are disappointed that you felt the consultation was not helpful.

Our consultations are always completely free and without obligation, and the aim is simply to explain the available options so clients can decide what is right for them in their own time.

We take professionalism very seriously and it’s certainly not our intention for anyone to feel uncomfortable during a call. Unfortunately, we are unable to identify your consultation from the information provided, so we would welcome the opportunity to look into this further.

Please feel free to contact us directly so we can review what happened and address any concerns.

Kind regards

Oceniono na 1 z 5

Gives the impression it's a scam.

The company said this was a free consultation and came to us through Later Living Helpline. We had set time aside in a busy life to go to this free consultation. It felt like the company are looking for people who aren't questioning and are compliant and if they aren't, instead of explaining they hang up. They kept saying they charge £280 for this and never actually got to the useful information. It made us feel very wary of them. Is a free consultation too good to be true? Probably. If it seems too good to be true it probably is. Now very wary.

9 lipca 2025
Opinia niezależna
Logo Viva Planning

Odpowiedź od Viva Planning

Hi
Thank you for taking the time to leave your feedback.

We’re sorry to hear you felt disappointed with your consultation. To clarify, the consultation you received was completely free of charge and there is no obligation to proceed with any service.

During these consultations we provide guidance on possible estate planning options, however it is important to note that not every solution is suitable for every person. Protecting a property from future care fees can depend on several factors, including individual circumstances such as age, health, estate value, and existing arrangements.

Our intention is always to provide honest information and explain what may or may not be possible based on each client’s situation. If you would like us to review your case further, please contact our team directly and we will be happy to assist.

Kind regards,
Viva Planning

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