Soteria Planning

Soteria Planning offers advice on wills, trusts, and estate planning. Their advisers assist clients with the complexities of estate planning, providing support tailored to individual needs.
  • Wills
  • Trusts
  • Estate Planning
  • Probate Services
  • Power of Attorney

Size
Small
Phone
01344 531521
Email
Available in Endole App
Locations
3a, Oakmede Place, Oakmede House, RG42 4JF
01344531521
Digital Popularity
Social Media
Competitors
Hope Law
Hope Law is a legal service provider specialising in Wills, Trusts, Probate, Powers of Attorney, Deputyship, and Change of Name Deeds.
Equivo
Equivo is a nationwide provider of debt collection, legal, and enforcement services, dedicated to achieving fair and swift resolutions for clients.
Company Details
Soteria Planning is operated by Soteria Planning Limited and is a Active company incorporated on 14 March 2017 with the registered office located in Bracknell, Berkshire. Soteria Planning Limited was registered 8 years ago.

Status
Active
Size
Micro
Directors
2
Age
8 years old
Employees
6
Turnover
Unreported
Total Assets
£254.66K
Cash in Bank
Unreported
Total Liabilities
-£101.1K

Director • British • Lives in England • Born in Sep 1982
Director • British • Lives in UK • Born in Jan 1989
Momentum Portfolio Limited
PSC
Teams
All
13
Finance
7
Management
6
Administration
4
Other
1
Director • Joined Dec 2023
Director • Joined Jan 2020
Account Manager • Joined Apr 2021
Group Manager Of Legal Operations • Joined Nov 2024
Operations Coordinator • Joined Jun 2021
Operations Coordinator • Joined Feb 2021
Office Administrator • Joined Mar 2025
Will Writing Consultant • Joined Sep 2022
Estate Planning Consultant • Joined Feb 2023
Estate Planning Consultant • Joined Oct 2021
Account Manager • Joined Apr 2021
Will Writing Consultant • Joined Sep 2022
Estate Planning Consultant • Joined Feb 2023
Estate Planning Consultant • Joined Oct 2021
Financial Assistant • Joined May 2020
Estate Planner • Joined Jan 2022
Estate Planner • Joined Mar 2025
Director • Joined Dec 2023
Director • Joined Jan 2020
Group Manager Of Legal Operations • Joined Nov 2024
Operations Coordinator • Joined Jun 2021
Operations Coordinator • Joined Feb 2021
Will Writing Consultant • Joined Sep 2022
Operations Coordinator • Joined Jun 2021
Operations Coordinator • Joined Feb 2021
Office Administrator • Joined Mar 2025
Financial Assistant • Joined May 2020
Will Writing And Estate Planning Consultant • Joined Feb 2023
View 13 members