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.”
Jamie's family are everything to him. He is married with two sons and his family shape his life. He wants his two boys to grow up appreciating the
Patrick Langley
Estate Planning Consultant patrick@soteriaplanning.uk 01344 531521"There’s nothing more rewarding than helping people put plans in place that give them and their loved ones peace of mind for the future."
Patrick is passionate about his role because it allows...
Samuel Thompson
Estate Planning Consultant samuel@soteriaplanning.uk 01344 531521"Helping people protect what matters most and giving them confidence in their future planning is what drives me every day."
Samuel comes from a hospitality and insurance background which helped him to
Leanne Brant
Associate Estate Planner leanne@soteriaplanning.uk 01344 531521"I take great pride in helping people feel comfortable, supported, and confident throughout every stage of their journey."
Leanne is a highly experienced customer service professional with over 20 years of
Mike Rousou
Estate Planning Consultant mrousou@soteriaplanning.uk 07957 872 691 LinkedIn"My goal is to help clients understand their options clearly, so they can make informed decisions with confidence and peace of mind."
Spending time with his family has become more valuable to Mike as
Richard Dix
Estate Planning Consultant rdix@soteriaplanning.uk 07775 807 608 LinkedIn"I enjoy meeting people from all walks of life and helping them put plans in place that protect the people and things they care about most."
Richard is outgoing, believes that life is definitely for
Alison Hill
Estate Planning Adviser 07792 37044 LinkedIn"The right protection can make all the difference, giving families confidence and peace of mind for the future."
With a background rooted in financial services, Alison is passionate about helping families
Nicola Carvalho
nicola@soteriaplanning.uk 01344 531521"I enjoy helping clients navigate the estate planning process by providing clear communication, organisation, and support every step of the way."
Nicola is an experienced administrator with over 20 years
Sophie Clarke
Brand Marketing Lead sophie@soteriaplanning.uk 01344 531521"I’m proud to help share the stories, advice, and values that make estate planning more approachable and accessible for families."
Sophie leads digital marketing at Soteria Estate Planning,...