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 Lasing Powers of Attorney easy and accessible for everyone.”
Above all and before anything...
Jodie Lythgoe
Estate Planning Consultant jlythgoe@soteriaplanning.uk 07955 681 329 LinkedIn"I will help to protect you & your loved ones through life & after life"
I am married with 5 children. It is important to me to teach the children that you can work hard, enjoy what you do and help people at the same time.
...
Leah Rickwood
Estate Planning Consultant lrickwood@soteriaplanning.uk 07735 587 456 LinkedIn“I thrive on sharing my knowledge with my clients to help them understand the importance of protecting their familes and their assets. This is key to me in my role here at Soteria."
My partner and I have three children. As an unmarried...
Charlotte Straker
Estate Planning Consultant charlotte@soteriaplannning.uk 07903 469 757
Mike Rousou
Estate Planning Consultant mrousou@soteriaplanning.uk 07957 872 691 LinkedInHelping 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...
Natalie Layzell
Estate Planning Consultant nlayzell@soteriaplanning.uk 07500 554 705 LinkedInIt is essential to me that I provide the best possible service in order to help people protect their legacies by putting the necessary legal documents in place.
I am a hard-working, organised, diligent professional who loves meeting new...
Richard Dix
Estate Planning Consultant rdix@soteriaplanning.uk 07775 807 608 LinkedInI 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...
Steve Green
Estate Planning Consultant sgreen@soteriaplanning.uk 07515 714 955 LinkedInI help people to better understand their estate, and how to put things in place to protect themselves and their families, and in some cases, their business.
Family is the most important thing to me. Since becoming a father of two, the...