Description
Viva Planning
Viva Planning is a Birmingham-based estate planning company supporting individuals and families across the UK with clear, practical guidance around future planning decisions. The company focuses on helping people understand their options and make informed choices when it comes to protecting their estate and planning ahead.
With an emphasis on education, clarity, and long-term peace of mind, Viva Planning works with clients who want straightforward explanations without pressure or jargon. The company is known for its approachable style and for helping people navigate complex topics at their own pace.
Viva Planning is a UK-registered company listed on Companies House and operates nationally, offering support through consultations and online services. Its work is commonly consulted alongside legal and financial professionals as part of wider personal and family planning.
Amenities
- Onsite Appointments
- Virtual Appointments
Location
Item Reviews - 34
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Viva Planning
2 ListingsToday Closed USA 09:27
- Tuesday 10:00 - 17:00
- Wednesday 10:00 - 17:00
- Thursday 10:00 - 17:00
- Friday 10:00 - 17:00
Sophie_Wilson 10 Jan 2024
I had a virtual meeting with Jamie, one of the estate planners at Viva Planning. He explained everything in simple terms and made me feel confident about my will. Shelley was very efficient in setting up the appointment. Excellent service!
⭐⭐⭐⭐⭐Sophie_Wilson 16 Jan 2024
I had a virtual meeting with Jamie, one of the estate planners at Viva Planning. He explained everything in simple terms and made me feel confident about my will. Shelley was very efficient in setting up the appointment. Excellent service!
EmilyB12 23 Jan 2024
Frank conducted my virtual consultation. Very patient and explained the estate planning process clearly. The booking process through Shelley was simple.
AbigailHarrison 26 Jan 2024
Jason at the Birmingham office was excellent. Patient, knowledgeable, and very professional. The whole process felt straightforward and stress-free.
OliviaH32 04 Feb 2024
Jamie at Viva Planning was excellent during my virtual consultation. Very professional and explained everything thoroughly. Shelley organised everything efficiently.
SophieR77 20 Feb 2024
Jason conducted my video consultation. Very knowledgeable and approachable. The virtual meeting worked perfectly, and the advice was clear and helpful.
Matthew Hamilton 26 Apr 2024
Very professional. Always on time and di a great job at our wills and LPAs. Made everything very clear
MatthewBates 26 May 2024
Lee was professional and friendly during my in-office meeting. He answered all my questions and made the process simple to follow. Excellent team at Viva Planning.
PeterCunningham 03 Jun 2024
Lee did a virtual consultation and was brilliant. Explained every detail and made me feel at ease. Booking with Shelley was simple and quick.
LaurenM82 09 Jul 2024
Had a consultation with Jamie in Solihull. Very approachable and professional. All my questions were answered, and the office was easy to get to.
TomHarrison 17 Jul 2024
Frank handled my virtual consultation professionally. He explained everything clearly, making the estate planning process less stressful. Booking through Shelley was quick and easy.
DavidSutton 03 Aug 2024
Jason helped me review my estate planning options via a video call. Really appreciated his advice and patience. The price seemed fair for the level of service provided.
LucyBennett 18 Aug 2024
Emma, the will writer, was lovely and very thorough. I visited the Birmingham office and felt comfortable asking questions about the process. Highly recommend her services.
MarkPeters 07 Sep 2024
Visited the Solihull office for a consultation. Jason, the estate planner, was friendly and patient, answering all my questions. The location was easy to find and parking was convenient. Reasonably priced too.
BenCarter 18 Sep 2024
Frank was fantastic on our video call. He patiently guided me through the estate planning process and made sure I understood everything. The cost was reasonable too.
LauraK77 26 Sep 2024
Jamie at the Birmingham office was brilliant. Explained all the options clearly and helped me feel reassured about the process. Highly recommended.
MeganJ48 02 Oct 2024
Jason handled my virtual consultation brilliantly. Patient, clear, and very professional. Shelley organised everything seamlessly. Couldn’t recommend enough!
AndrewT87 05 Oct 2024
Lee at the Birmingham office was excellent. Very knowledgeable, patient, and friendly. The office was convenient and easy to access.
EmilyR92 07 Oct 2024
Jamie at Viva Planning did an amazing job on our virtual meeting. Very clear, professional, and approachable. Shelley made scheduling effortless. Highly recommend!
RebeccaS34 20 Oct 2024
Frank did a video consultation with me and was extremely helpful. Clear, professional, and approachable. Scheduling through Shelley was very easy.
EmmaJ84 07 Jan 2025
Frank, the estate planner, conducted my video call and was incredibly knowledgeable. I felt reassured throughout the process, and Shelley made scheduling straightforward. Very professional team.
RachelW95 17 Feb 2025
Had an in-office meeting in Solihull with Jamie. Very approachable and professional. He walked me through every detail and made me feel confident about my choices.
ClaireM87 04 Mar 2025
I booked a virtual meeting with Jamie, who was excellent. Very clear, professional, and answered all my questions without rushing. Shelley kept everything organised. Great experience.
LiamH89 18 Mar 2025
Had a face-to-face meeting with Lee at the Birmingham office. He took time to explain the nuances of setting up a trust. Staff were welcoming and the whole process felt smooth. Would recommend.
HannahLloyd 26 Mar 2025
ason, an estate planner, was very reassuring during my meeting at the Birmingham office. He explained everything clearly, and Shelley organised everything seamlessly.
CharlotteW56 07 Apr 2025
Jamie was very professional during our in-person meeting. Explained everything clearly and made the estate planning process much easier to understand.
SarahP21 10 Apr 2025
Jason handled my video consultation brilliantly. Very knowledgeable and patient. Shelley’s admin support made the whole process smooth. Excellent service.
Oliver_Grant 19 May 2025
Lee conducted my video consultation. He was friendly, knowledgeable, and took the time to explain my options. The virtual setup was simple and convenient.
DanielS23 05 Jun 2025
Jamie handled my video call wonderfully. Very clear explanations and approachable. Shelley’s organisation made the process effortless. Highly recommended.
Chloe_Watson 01 Aug 2025
Emma, the will writer, was thorough and professional during my in-person meeting. The Birmingham office was convenient, and I felt supported throughout.
ConnorM95 25 Aug 2025
Emma, the will writer, was amazing during my in-person meeting. Very friendly, thorough, and made me feel confident about my estate planning.
AaronH54 20 Oct 2025
Had a video call with Jason, one of the estate planners. Very professional and approachable. Shelley helped me get everything scheduled quickly.
VictoriaL89 19 Nov 2025
Frank, in Solihull, was brilliant. Explained everything clearly and made me feel reassured about my estate planning choices. Reasonably priced too.
GeorgeHughes 03 Dec 2025
Met with Lee in Solihull. Very friendly and helpful. The office was easy to find, and he explained complex matters clearly without making it overwhelming.