Financial advice

Anna Sofat interview: where is the vibrancy in the economy? Small firms

Anna Sofat co-founded independent financial adviser Addidi in London with her husband in 2008, with the aim of helping women grow their wealth and build their businesses. In 2019, Anna was named Financial Adviser of the Year at the Women in Financial Advice Awards. In December, Addidi joined Progeny, a national advice firm. This month, Anna won the Professional Adviser Personality of the Year award.

Is it worth paying a double layer of charges for advice?

Analogies can be very helpful in clarifying our thinking on complex subjects like managing wealth. If you are wondering whether you should upgrade from an independent financial adviser to a wealth management firm, then this medical analogy might prove particularly apposite.