We are a dedicated, friendly and compassionate group of people who love what we do. Our advisers come from all walks of life, from solicitors, protection specialists, financial services, to kids’ football coaches and school teachers. Our family-focused culture and desire to help people is the heartbeat of the company.
Our family-focused culture and desire to help people is the heartbeat of the company.
Jamie Shepherd
Founder & MD jshepherd@soteriaplanning.uk 07787 410 958 LinkedIn“I am proud to have built a company offering an affordable first-class service.”
My family are everything to me. I am married with two sons and my family shape my life. I want my two boys to grow up appreciating the value of
Claire Earwaker dos Reis
Estate Planning Consultant claire@soteriaplanning.uk 07833 525 110 LinkedIn“I help open up the conversation when it comes to planning for death and incapacity, making the process of drawing up Wills, Trusts and Lasting Powers of Attorney easy and accessible for everyone.”
Above all and before anything...
Alison Hill
Estate Planning Advisor alison@soteriaplanning.uk 07792 37044 LinkedIn"With a background rooted in financial services, I’m passionate about helping families plan for a secure future. My focus is on providing tailored protection solutions that offer peace of mind today and resilience for tomorrow."
"As a...
Mike Rousou
Estate Planning Consultant mrousou@soteriaplanning.uk 07957 872 691 LinkedIn"Helping people is important to me and I find that this role fulfils that need when I am advising people on the best way to protect themselves and their families.
Spending time with my family has become more valuable to me as I have grown...
Richard Dix
Estate Planning Consultant rdix@soteriaplanning.uk 07775 807 608 LinkedIn"I am outgoing, I believe that life is definitely for living, and I think that most people are interesting if you dig deep enough.
I had a previous long and successful career in the Print Industry. I have known Jamie since Soteria Planning...