ANNA SOFAT, Addidi - "How to Find the Right Advisor" & "How to Handle with Family/Partners/Kids"

Anna Sofat is Founder and Managing Director of Addidi, a finance boutique for women.  

Addidi Wealth helps enterprising women plan and manage their wealth whilst Addidi Enterprise provides a collaborative club for angel investing and non-executive engagement with SMEs.

Anna loves working with clients, creating robust financial solutions and adding value where it matters. Her passion is to create a “beautiful” practice which enriches the lives of its clients and staff alike.

Anna holds both the Chartered Financial Planning and Certified Financial Planner qualifications.  Anna is a regular contributor to national press and TV.  She was awarded the Unbiased.co.uk's Financial Adviser of the Year award and nominated the Top Female Adviser by FT's Financial Adviser in 2015.  Addidi has been featured as one of the Top 100 Advisory firms by New Model Adviser magazine in 2012, 2013, 2014, and 2015. 

Away from work she is a married mother of two girls. Her interests are her family, travel and current affairs. She was previously a non-executive director for the social enterprise, Fair Finance and has served as an elected councillor on Rochester City Council and Halling Parish Council.