We love our clients. We love helping people, talking to people and listening. Hear what our amazing clients have to say about Soteria Planning & the team.
I hadn’t written a will because, honestly, I didn’t really consider it necessary or feel like I needed one. But after seeing a post from Jamie about how important it is for homeowners and business owners, I realised it was something I needed to take seriously. Even then, I expected the process to be long and complicated - but Andy and Jamie made it so simple and stress-free that I almost couldn’t believe it was really done!In just two online calls, each less than 30 minutes, they guided me through everything, making me aware of important considerations I hadn’t even thought about. The process was incredibly straightforward, hassle-free, and covered everything I needed, giving me total peace of mind about what would happen if something were to happen to me. One of the biggest reliefs? Now I know there’s a plan for my dog – that she’ll go to someone she already loves, rather than being given up by my animal adverse family.Andy checked in with me throughout to ensure I fully understood everything and gave me the opportunity to ask any questions. He made sure I felt confident in my decisions all the way through to signing the final documents. It was clear from the start that their priority was what was best for me, not just what was best for their business.I can’t recommend Soteria Planning highly enough. Thanks to Andy and Jamie, I now feel a huge sense of relief knowing everything is in place, making life easier for my loved ones when the time comes. As the person in the family that everyone relies on for planning and organising, I can only image there would’ve been chaos without this! If you’ve been putting off writing a will, don’t wait - these guys make it easier than you ever imagined.
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