Anna Sofat | Founder And Chief Executive Officer
Addidi Wealth

Anna Sofat, Founder And Chief Executive Officer, Addidi Wealth

Anna Sofat is founder and MD of Addidi, the Voice of Women’s Wealth.  Addidi advise enterprising women, and their families, to plan and manage their wealth as well providing a collaborative club for women to invest in and engage with SMEs. Addidi recently won Money Marketing’s Small Advisor of the Year award and has featured as one of the Top 100 Advisory firm by the New Model Adviser magazine in 2012, 2013, 2014, 2015, 2017 and 2018.  

Prior to founding Addidi, Anna was the MD at Fiona Price & Partners, the first business set up specifically to provide financial advice for women by women.
Anna is a graduate of Hull University and has a Masters from the London School of Economics. She holds both the Chartered Financial Planning and Certified Financial Planner qualifications.
As well as advising private clients, Anna is a regular contributor to national press and TV.  Anna has been awarded the Unbaised.co.uk’s Financial Adviser of the year award; nominated the Top female Adviser by FT’s Financial Adviser in 2015 and was a finalist in the First Women 2017 Awards for the Finance category.

Away from work, she is married and a mother of 2 girls. Her interests are her family, travel and current affairs; in the past she has served as an elected Councillor on Rochester City Council and Halling Parish Council. She was also a non executive director for the social enterprise, Fair Finance from its inception in 2005 to 2014.

Appearances:



WLTH Day 2 @ 10:30

Building a future fit for purpose

last published: 31/Mar/20 15:45 GMT

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