The Soteria Planning Promise of Quality

"Every member of the Soteria team believes in the power of truly listening to our clients. This will be proven when you receive our advice.

Our promise is to deliver clarity, empathy and transparency for every client."

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Get Peace of Mind: The 4 Steps

Step One: Book your appointment with one of our advisers confirming a time and date that works for you.

Step Two: Ask as all the questions you need answers to, and we will ask you the questions you haven’t thought of that shape the future planning for you and your loved ones.

Step Three: Drafting your documents, reviewing them with you and witness signing for your security.

Step Four: Official storage of documents and payment of terms.

Are you in the right place?

Let Jamie Shepherd (Soteria Founder & Managing Director) help you out by pressing play on the video below.

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