Soteria Trusts Advisors

Behind every secure legacy is a team of specialists who genuinely care about protecting what matters most. Soteria Trusts’s Advisors are united by a shared commitment to clarity, integrity, and long‑term stewardship. We know that effective estate and trust planning isn’t just about technical expertise — it’s about trust, empathy, and understanding the personal stories behind every financial decision.

Meet the Soteria Trusts advisors who bring global experience and a personal touch to every client relationship. These are the individuals who guide families through complex cross‑border planning, simplify difficult choices, and help build structures that safeguard wealth for generations. At Soteria Trusts, our advisors are more than consultants; they are partners in shaping the future you want for yourself and the people you love.

MARK KIRKHAM

Chief Distribution Officer

Cross-Border Asset Protection, QNUPS, UK Inheritance Tax Planning

MATTHEW DORRELL

Business Development Director

Retirement & Succession Planning, Tax Planning & Cross-Border Asset Protection, Wealth Management

NEIL MCCORMICK

Will Writer

Asset & Personal Protection (Insurance), Business Estate Planning, Business Wills, Will Writing

MARK COWAN

Business Development Manager, Soteria Trusts

Retirement & Succession Planning, Tax Planning & Cross-Border Asset Protection, Wealth Management

ANDREW WOOD 

Consultant, Soteria Trusts | Executive Director, Business Class UK

Estate & Retirement Planning Specialist, Property Investors, Tax-Efficient Wealth Management for High-Net-Worth Families

VIANNEY BERNARD 

Wealth Manager & Financial Planner, Soteria Trust

Retirement & Succession Planning, Tax Planning & Cross-Border Asset Protection, Wealth Management