#3: Financial planning & wealth management: how women can grow their wealth with Anna Sofat

Anna Sofat is the founder of Addidi, a financial services boutique for women.  Anna sold the business to the Progeny Group who are spearheading a move to bring all your wealth, tax and legal advisers into one room. Prior to founding Addidi, Anna was the managing director at Fiona Price & Partners, the first business set up specifically to provide financial advice for women by women. She graduated from Hull University and has a Masters from the London School of Economics. She is a chartered financial planner, won Unbiased’s financial adviser award in 2014, and was ranked No 1 female adviser by Financial Adviser in 2015.   Anna was also awarded the Woman IFA of the year in 2019. Away from work, she is married and a mother of two girls. She has served as councillor on Rochester City Council, her local parish council and was a non-executive director for the social enterprise, Fair Finance from its inception in 2005 to 2014. We cover the following topics in the podcast: How are you 'the voice of women's wealth'? What was your experience of money and investing growing up? Why do we need the wealth management industry to change and how does the industry need to change? How does Addidi/the Progeny Group differ in the market? What do financial planners do and how can working with one help make a difference to your financial future? How can women invest for social impact? What are you excited about in the world of investing in 2020? How do women become more engaged around their money & investing?