The Purse Podcast

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?