Viva Planning Bewertungen 40

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!

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

Had a very interesting chat with Jason this morning. He has given me plenty to think about and lots to discuss with my family.

Spoke with Lee Rose this week with a view to arrange our wills etc. he spent a good hour explaining everything thing that needs covering for our later yrs,
Very much recommend this gentleman and this company

Free advice. I had a free planning call with Lee. 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

It was a very interesting and useful conversation about inheritance and property protection. It was very informative. Highly recommended if you have any questions about inheritance and saving your property

Jason was honest with me about my will
and give me good advice what to do.

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.

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.

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.

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.