Our promise to you and your loved ones

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.

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Why I Set Up Soteria Planning

Jamie Shepherd
(Founder)

I get asked why I got into this industry by clients a lot. I love the question.

In my early 20’s I worked in financial services. I simply could not believe the amount of people who focussed on ‘The Now’ without securing or planning to protect their future. It truly blew my mind. It was normal because the type of conversations needed can be sensitive subjects. As a parent, a business owner and a husband I felt comfortable relating to anyone planning for their loved ones.

I wanted to build my career in a specialist field and knew this would help create trust with present and future clients.

I have now personally helped over 5000 people with Wills, Trusts, LPAs and estate planning. I am also proud to say the foundations of this company have been built on recommendations.

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What does Soteria mean people often ask…

Soteria is derived from Greek mythology and refers to the goddess of safety, preservation and deliverance from harm. Often Soteria is associated with protection, peace and being saved from danger.

This is the focus our company culture is built on. Below are the wonderful advisers of Soteria Planning who help clients daily.

Reviews

Excellent service, everything explained clearly and service efficient, prompt and curteous. Would highly recommend...

Lou Rayner

Really professional service throughout, had all the knowledge and expertise, and delivered exactly what we needed...

Tom Haji-Savva

I would like to start by stating that Jamie and his team have been outstanding, professional and extremely punctual in every step of the way...

Jay Tindale

Needing to update my Will I was signposted to Jodie and from start to finish everything was explained clear and concise. Our appointments...

Louise Pilling

Having discussed a relatively complicated will requirement with three solicitors previously to no avail, Jamie sorted our issues nigh on...

Andy Butterworth
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