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
9:00 - 17:00
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 • Financial Planner • British • Lives in UK • Born in Jan 1989
Director • British • Lives in England • Born in Sep 1982
Momentum Portfolio Limited
PSC
Teams
All
13
Finance
7
Operations
5
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
Estate Planning Consultant • Joined Feb 2023
Will Writing Consultant • Joined Sep 2022
Estate Planning Consultant • Joined Oct 2021
Account Manager • Joined Apr 2021
Estate Planning Consultant • Joined Feb 2023
Will Writing Consultant • Joined Sep 2022
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
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