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When it comes to estate planning, where precision and care are paramount, we have been steadily maki...

When it comes to estate planning, where precision and care are paramount, we have been steadily making our mark through unwavering commitment and an unrelenting pursuit of excellence. When we launched, we sought to become members of the Society of Will Writers (SWW) and our advisers all go through the same training, all have to meet their criteria and are insured. Here at Soteria Planning, we’ve witnessed remarkable growth, a testament to their dedication to providing the best possible service to our clients.

At the heart of our success lies a simple yet powerful philosophy: to always deliver the finest service to you, your family and your business. This philosophy is not just a tagline, but it shapes every interaction, decision, and document drafted by our team. Soteria Planning understands that estate planning is deeply personal and often intricate, and thus, our approach to each case is to treat them with a tailored approach that befits the uniqueness of the individual’s circumstances.

One significant pillar in Soteria Planning’s journey of growth has been the invaluable feedback provided by clients. These testimonials not only serve as a testament to the quality of our services but also act as reassurance for those seeking reliable estate planning guidance. We have over 130 Google Reviews, and countless others on Facebook and TrustPilot. The willingness of our clients to share their experiences not only showcases the impact of Soteria Planning’s services but also spreads the word about what people can expect, how they’re made to feel and the sheer number of reviews proves that we deliver on this repeatedly.

The firm’s expansion has also been propelled by the remarkable individuals who constitute the Soteria Planning team. Our estate planning consultants are among the best in the field, with a passion for what they do and a dedication to serving clients with integrity, the team is a driving force behind the firm’s growth.

In addition to our team, Soteria Planning owes ongoing thanks to a network of professional introducers. This network forms an integral part of new business, ensuring that clients referred to Soteria Planning receive a level of service that aligns seamlessly with the standards set by the introducers themselves. By focusing on communication and delivering a five-star experience, Soteria Planning not only upholds our commitment to excellence but also empowers more individuals to take control of their estate planning.

Thanks to platforms like Facebook and other digital mediums, Soteria Planning has established an incredible reputation on social media, where clients share their experience and encourage friends and family to seek our support too.

At the core of Soteria Planning’s growth story is our founder, Jamie. With a vision to create a space where estate planning professionals can thrive while prioritising clients’ needs, Jamie’s dedication has been instrumental in shaping the firm’s trajectory.

While the estate planning team predominantly deals with client-facing interactions, the back-office team plays a vital role in ensuring seamless operations. From being the first point of contact over the phone to drafting documents and scheduling appointments, the back-office team’s contribution is invaluable in ensuring client’s get their legal documents without delay.

Soteria Planning’s growth is a culmination of various factors that we’ve mentioned above and we will always aim to create an exceptional estate planning experience. From our commitment to a personalised service, to the feedback-driven expansion, our firm’s journey serves as an example of the successful marriage between dedication and vision. With an expanding team, a network of trusted partners, and a reputation bolstered by social media support, Soteria Planning continues to make estate planning accessible, affordable, and tailored for thousands of clients.