Anna Sofat

Anna Sofat

Financial Adviser

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Greater London

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About me

Anna is a multi-award winning financial planner and has been advising enterprising women and their families for nearly twenty years. She is highly regarded as ‘the Voice of Women’s Wealth’ and is the founder of the ‘Are You In?’ movement, which seeks to transform the financial sector towards diversity, inclusivity and greater democracy.

Anna joined Progeny in November 2019, having previously founded Addidi Wealth, a financial services boutique for women. Addidi won Money Marketing’s Small Advisor of the Year award and featured as one of the Top 100 Advisory firms by New Model Adviser for several consecutive years.

My details

I like helping people on:

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Pensions - I’m approaching retirement

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Pensions – I’m getting started

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Pensions – I’m retired

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Redundancy

My qualifications:

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Chartered Financial Planner

My charging model:

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Ongoing % fee