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
Alison Hill
Estate Planning Adviser 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...
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...
Patrick Langley
Estate Planning Consultant patrick@soteriaplanning.uk 07490 112101I’m passionate about my role because it allows me to make a real difference in people’s lives every day. Helping clients plan their estates and ensuring they have complete peace of mind about the future is something I find incredibly...
Samuel Thompson
Estate Planning Consultant 01344 531521I come from a hospitality and insurance background which helped me to realise I am best placed serving people and wanting to help others, which has led to me working in the estate planning area for the past year with the aim to continue providing...
Sophie Clarke
Brand Marketing Lead sophie@soteriaplanning.uk 01344 531521Sophie leads digital marketing at Soteria Estate Planning, ensuring the brand, communications, and public-facing content maintain a consistently high standard across the business. With three years of experience in communications, she brings a...