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

<p>Anna Sofat is the founder of Addidi, a financial services boutique for women. &nbsp;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.</p> <p>Prior to founding Addidi, Anna was the managing director at Fiona Price &amp; 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. &nbsp;</p> <p>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.</p> <p><strong>We cover the following topics in the podcast:</strong></p> <ul> <li>How are you 'the voice of women's wealth'?</li> <li>What was your experience of money and investing growing up?</li> <li>Why do we need the wealth management industry to change and how does the industry need to change?</li> <li>How does Addidi/the Progeny Group differ in the market?</li> <li>What do financial planners do and how can working with one help make a difference to your financial future?</li> <li>How can women invest for social impact?</li> <li>What are you excited about in the world of investing in 2020?</li> <li>How do women become more engaged around their money &amp; investing?</li> </ul>