Soteria Planning - Bracknell

Leah T.

I recently had the pleasure of using Jamie’s will-writing service, and I couldn’t be more pleased with the experience. From the moment I got in touch, Jamie was friendly, approachable, and extremely professional. We hit it off right away, and it made what could have been a daunting task feel more comfortable and straightforward.

Jamie took the time to explain everything in detail, ensuring I understood each step of the process. He was patient with all my questions and made sure my will reflected my wishes precisely, giving me peace of mind for the future. He’s clearly knowledgeable and experienced in his field, but what really sets him apart is how easy it is to talk to him.

Not only did Jamie handle everything efficiently, but he also went above and beyond to make sure the final document was perfectly tailored to my needs. His approachable nature made the whole process feel personal, and I genuinely enjoyed our conversations throughout.

If you're looking for a reliable, trustworthy, and personable professional to help with your will, I can't recommend Jamie enough. He really made what could have been a stressful experience feel easy and even enjoyable.

Claire

I recently used Leah to update my Will. I was so impressed with both the ease of getting this done (had been on my to do list for at least 3 years!) as well as Leah’s in depth knowledge and professionalism. She answered all my questions and clearly knows everything there is to know in this area. Highly recommend Leah and Soteria Planning in general. Would not hesitate to use them again.

Claire G.

I have been so impressed by Jamie and the team at Soteria planning, in re-writing our wills. Jamie gave us amazing and such comprehensive advice, there is nothing he doesn't know about this topic, and everything relating to it, but what was so great for me, was how clearly he explained it.

The whole process of getting them re-written, signed and completed was seamless, easy, and exceptional value for money.
I wont hesitate to use them for any future needs, and cannot recommend them enough.

Steph F.

I hadn’t written a will because, honestly, I didn’t really consider it necessary or feel like I needed one. But after seeing a post from Jamie about how important it is for homeowners and business owners, I realised it was something I needed to take seriously. Even then, I expected the process to be long and complicated - but Andy and Jamie made it so simple and stress-free that I almost couldn’t believe it was really done!

In just two online calls, each less than 30 minutes, they guided me through everything, making me aware of important considerations I hadn’t even thought about. The process was incredibly straightforward, hassle-free, and covered everything I needed, giving me total peace of mind about what would happen if something were to happen to me. One of the biggest reliefs? Now I know there’s a plan for my dog – that she’ll go to someone she already loves, rather than being given up by my animal adverse family.

Andy checked in with me throughout to ensure I fully understood everything and gave me the opportunity to ask any questions. He made sure I felt confident in my decisions all the way through to signing the final documents. It was clear from the start that their priority was what was best for me, not just what was best for their business.

I can’t recommend Soteria Planning highly enough. Thanks to Andy and Jamie, I now feel a huge sense of relief knowing everything is in place, making life easier for my loved ones when the time comes. As the person in the family that everyone relies on for planning and organising, I can only image there would’ve been chaos without this! If you’ve been putting off writing a will, don’t wait - these guys make it easier than you ever imagined.

Claire P.

I found Jamie on linked-in after following his advice posts for a good 9 months.

My appointments with Jamie were informative, helpful and helped me to really crystallise what I wanted from my will.

At my first appointment I was a little all over the place as facing a challenging health diagnosis but Jamie was calm, helpful and he answered all my follow up questions via email without hesitation.
Honestly I could not recommend Jamie and Soteria Planning more if I tried.
The whole process was smooth effortless and with sage advice.
I highly recommend you get your will sorted if you haven’t.

Anthony R.

Jamie Shepherd was extremely helpful and went out of his way to ensure we understood the process of writing a will and all of the necessary information we needed to give. I’m sure we asked some ‘silly’ questions but he was patient and answered all of our questions, making sure we were satisfied with his answer before moving on. He was professional but provided a friendly down to earth service and I would not hesitate to recommend him. Everything was completely by him and the team in a timely manner and we cannot fault the service at all!

Michael S.

We are very happy with the service we received from Soteria Planning to prepare our Wills, we found there is more to writing a Will than we first thought, the team were excellent in their advise and also patient as they navigated us through the process. Soteria Planning offer a cost effective service that is very professional, one which I would recommend.

Berni P.

We had a fantastic experience with Jamie! He was incredibly knowledgeable, efficient, and answered all of our questions thoroughly. Everything was explained clearly, making the whole process easy to understand. We've already recommended Soteria to several people and will continue to do so!