Advising entrepreneurs

Helen Morrissey
clock

Helen Morrissey talks to Addidi Wealth Management's Anna Sofat about her work with entrepreneurs

Why have you decided to work with entrepreneurs? We started off with the Addidi Angel investor group, a female investor group that invests in start-ups and small growth companies. In addition to the wealth planning side of things, we try to connect people with their money and there's an element of financial, social and personal return to this. Typically, financial services talk only about the financial return. Addidi Angels has been running since 2009 and has invested almost £1m in nine businesses. We have had two groups so far. As we came to a natural end with the first group of inve...

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

Starting young: Parents perfectly placed on financial education

Starting young: Parents perfectly placed on financial education

Maps developed a UK strategy for financial wellbeing

Jenna Brown
clock 18 April 2024 • 2 min read
UK inflation falls less than expected over March to 3.2%

UK inflation falls less than expected over March to 3.2%

Core inflation fell from 4.5% in February to 4.2%

clock 17 April 2024 • 2 min read
Financial implications to life events: What women need to consider

Financial implications to life events: What women need to consider

Divorce is an emotional process and advisers must adapt to client needs

Jenna Brown
clock 17 April 2024 • 3 min read