The Purse Podcast

Anna Sofat, known as the Voice of Women’s Wealth, is passionate about money being a force for good in business and beyond. As an award winning and highly qualified financial planner until recently, she had advised private clients for over 20 years.

She is a regular contributor to national press and TV and has been a judge for various industry awards over the years. In the past she has chaired the Nucleus Financial Services Advisory Board and was non-executive director at Fair Finance, the micro finance social business.

Anna is a graduate of Hull University and has a Masters from LSE. She holds the Chartered Financial Planning and Certified Financial Planner qualifications.  She has been awarded the Unbiased.co.uk’s Financial Adviser of the year and was recognised as the Top female Adviser by Financial Adviser. In 2019, she was awarded the Women Financial Adviser of the Year by Professional Adviser and voted its Personality of the Year in 2020.

Anna founded Addidi, a financial services boutique for women. Addidi was regularly featured as one of the Top 100 Advisory firm by the New Model Adviser and won the Money Marketing Small Adviser of the Year Award in 2018. The firm was sold to Progeny Wealth in 2019. Prior to founding Addidi, Anna was the MD at Fiona Price & Partners, providing financial advice for women by women.

Having founded Addidi Angels, UK’s first women business angel, she is an angel investor in a number of businesses and an advocate for female founders.

We cover the following in this conversation:

• How Anna started her business, Addidi
• How Anna grew the business
• Taking outside investment and finding the right investors
• Media's obsession with unicorns
• Building a business and investing for social impact (nor just financial returns)
• The exit: how to sell your business
• Women's wealth 
• Why we need more women investing and more women investing in the startup ecosystem. 

***