Soteria Planning Binfield, Bracknell RG42 4JF
About the Business
Welcome to Soteria Planning, located in the heart of Bracknell, United Kingdom. We are a premier establishment and a point of interest for those seeking professional guidance and advice in the world of finance and wealth management. Our team of experienced experts is here to help you achieve your financial goals and aspirations.
At Soteria Planning, we understand the importance of your financial stability and security. Our approach to financial planning is tailored to your unique circumstances and financial objectives. We prioritize transparency and ethical practices while accomplishing your financial goals.
Our services include but are not limited to investment management, retirement planning, tax planning, and estate planning. Our team can help you make informed decisions in these areas of financial management and ensure that you are well-equipped to achieve your life goals.
As you walk into our Oakmede House office, you will meet our team of professionals who are dedicated to making sure that you receive unparalleled assistance and support. Our team has years of experience in financial planning and is always up-to-date with the latest trends and practices in the financial world.
Whether you're an individual, a family or a business, Soteria Planning can help you secure your financial future. We strive to provide the highest quality financial management services to our clients and help you turn dreams into realities.
Please don't hesitate to contact us for more information or to schedule a consultation. We look forward to seeing you soon!
Photos
Location & Phone number
3A, Oakmede Place, Oakmede House, Bracknell RG42 4JF, United Kingdom
Hours open
Monday:
09:00 - 17:00
Tuesday:
09:00 - 17:00
Wednesday:
09:00 - 17:00
Thursday:
09:00 - 17:00
Friday:
09:00 - 17:00
Saturday:
09:00 - 17:00
Sunday:
09:00 - 17:00
Reviews
"Jamie was brilliant, he helped us put together our Wills. We wanted them done a little bit last minute, He totally went above and beyond to get them done. Nothing seemed like too much trouble. Would highly recommend Soteria Planning."
"In a casual conversation last summer, I asked Jamie a couple of questions regarding my current Will. He offered to look and advise. Following this he discovered that we had been paying a monthly fee for the past 10 years basically for storage. At Soteria you pay a one off fee to have your Wills safely and securely stored for not much more that what we were paying per month; he was outraged that a company was doing this. Following this our direct debit was cancelled instantly and still to this date the company has not got in contact with us to find out why or offer to send our wills over. We have since sat with Jamie and re-written our wills as we also found out the way in which we were owners of our property on the deeds was not to our best advantage in the long-term, again, advice that had not been passed to us as an option all those years ago. The whole process was stress free and anything that we did not understand, Jamie was very patient and clarified for us until we did. We now have our Wills updated and this has given us great peace of mind. We will be using Jamie for our LPAs at some point this year so that everything is in order. Thank you, Jamie, for a great service and your open and honest advice, with no pressure given at any point. I highly recommend Soteria Planning."
"Our first contact with Soteria set the standard. Where other companies simply provided alternatives for us to choose from, Soteria were interested in speaking to us to understand our background and needs first. From that good start their service and process have continued to be excellent. Through a combination of video calls and face to face meetings our contact - Jamie Shepherd - built up a complete understanding of our needs which has resulted in a comprehensive set of documents which fully and accurately reflect our wishes. We're very happy to recommend Soteria without reservation."
"When my husband and myself needed to renew our wills and draw up a Power of Attorney Jamie and his team were recommended to us. We couldn’t have chosen better because Jamie was very friendly but also professional. He explained and took us step by step through the whole process at our home as my husband was too unwell to go to them. We recommend Jamie and his team very highly and will certainly use them again ourselves. Thank you Jamie"
"I can't recommend Jamie and his team highly enough. They are extremely knowledgeable and approachable, with a down-to-earth and professional approach. Jamie made the process of drafting a Will incredibly simple and stress-free, whilst explaining everything in a simple-to-understand manner and providing some brilliant advice. I'd recommend Soteria to everyone!"
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