Anna Sofat on picking her firm's buyer and not 'owning' clients

It's The Pro Adviser Podcast

clock • 1 min read

In this week’s podcast Hannah Godfrey sits down with Anna Sofat, a successful adviser who has built her career specialising in advising women. Here, Anna discusses her Are You In? campaign, the sale of her business and how clients should not be treated as commodities.

Anna Sofat has had a successful career growing her unique financial planning business Addidi Wealth that specialises in advising women. She has also won a number of awards, including being named Adviser of the Year at PA's 2019 Women in Financial Advice Awards and PA Personality of the Year 2020 in Professional Adviser's most recent PA Awards. In this episode of The Pro Adviser Podcast, Sofat discusses the Are You In? campaign, which encourages those working in the wealth sector to commit to up to five pledges, ranging from being a beacon of good practice to speaking up for those who may...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your profession

Majority of UK wealth management sector eyes acquisitions this year

Majority of UK wealth management sector eyes acquisitions this year

Continued appetite and momentum in M&A space

Isabel Baxter
clock 30 June 2025 • 3 min read
How can firms improve client engagement with wealth products?

How can firms improve client engagement with wealth products?

Consumer first focus; Simplifying prodcut information

James Wood
clock 30 June 2025 • 4 min read
Verso rejects platform incentives model, says adoption must be earned

Verso rejects platform incentives model, says adoption must be earned

Nucleus-built platform rolled out across advice group with no mandated use as consolidator targets £5bn AUM

Sahar Nazir
clock 27 June 2025 • 2 min read