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.
Court action against people acting with power of attorney on behalf of vulnerable people jumped by 55% in the last year, to a record high.
Data obtained by Nockolds, a law firm, shows the Office of the Public Guardian (OPG) made 721 applications to the Court of Protection to censure or remove attorneys in 2018/19, up from 465 the previous year.
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.
Savers with less than £500,000 are reluctant to pay for financial advice, research has found.
New research reveals that trust levels towards financial advisers are low among investors.
Stephanie Hawthorne has covered all the bases to help make sure your selection is the right one.
Tom Bailey runs through the main robo-adviser offerings, assessing how their charges stack up against those of their competitors.
According to Lee Goggin, there are sound reasons why investors should seek out and pay for professional help.
One in four financial advisers have asked clients to leave their practice in 2017 for not having enough money.
The financial advice gap has been exacerbated by low interest rates, according to Andrew Bailey, chief executive of the FCA.