Sotera Heritage is a UK-based wealth management firm that offers a comprehensive suite of financial services to individuals, families, and businesses. The company's mission is to help clients achieve their long-term financial goals through personalized strategies in financial planning, investment management, retirement planning, estate planning, and insurance solutions. It operates as an Appointed Representative of St. James's Place Wealth Management plc, leveraging the resources and backing of a larger, established financial institution while providing tailored, client-focused advice.

Founded in

United States