Addidi Wealth founder Anna Sofat was named Financial Adviser of the Year at the second Women in Financial Advice Awards on Wednesday evening at a gala dinner attended by almost 500 finance professionals.
In a close-run contest for the Awards' big accolade, Sofat, who had topped the London Financial Adviser of the Year regional category, narrowly beat Piercefield Oliver founding partner Louise Oliver, who...
Filling Christopher Woodlard’s shoes
Approached in January
Dominic Sanzari, 26, was an unhappy accountant but now he's an ecstatic associate financial planner. Here he explains how the Succession Wealth graduate programme enabled his dream to become reality
Taking up role on 1 March
0.15% account fees
the lang cat heatmap
Frank Potaczek, Head of UK Proposition at Architas, gives his thoughts on the Professional Adviser survey into sustainable investing and discusses how advisers can respond to the increased interest in this area.
After recently presenting to more than 200 advisers across five locations around the country on PA's Multi-Asset Roadshow, Brendan McCurdy takes offers up six takeaways for advisers from the two week journey...
Ongoing fee structure