Addidi Wealth Ltd

Independent Financial Adviser Tavistock House South, Tavistock Square, London, WC1H 9LG

First meeting at adviser's own cost

Response rating

7.0 /10

16th September 2019

The financial services boutique for women, we help you live a richer life by diligently taking care of your finances.

We can advise you on

Pensions & retirement
- Annuity purchase
- Pension consolidation
- Pension drawdown
- Pensions review
- Pensions transfer
Financial planning
- Wealth management
Investments
- Ethical investments
- ISAs
- Investment trusts
- OEICs
- Socially responsible investments
Savings
- Lump sum
Insurance & protection
- Critical illness
- Income protection insurance
- Life insurance
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
Expatriate finances
- Rest of world

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Meet our advisers

Anna Sofat MSc CFP

Director

Qualifications & Accreditations Hide qualifications

AF3 - Pension Planning (CII)

This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.

G30 - Business Financial Planning (CII)

This examination demonstrated that the individual has a knowledge and understanding of all financial planning aspects of running a business and an ability to advise clients appropriately.

J05 - Pension Income Options (CII)

At the end of this unit, candidates should be able to demonstrate an understanding of the: process of decumulating pension funds and the main issues for clients and advisers; main choices facing members of pensions schemes during decumulation; features, risks and tax treatment of the secured pension option; features, risks and tax treatment of the unsecured pension option; features, risks and tax treatment of phased retirement; features, risks and tax treatment of the alternatively secured pension option.

R02 - Investment Principles (CII)

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

AFPC - Advanced Financial Planning Certificate (CII)

In order to have completed this qualification, individuals were required to obtain three units. These could have been selected from any combination of the available units at that time but must have included the compulsory G10 unit - Taxation and Trusts.

R01 - Financial Services, Regulation and Ethics (CII)

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

APFS - Associate, Personal Finance Society (PFS)

To achieve the Associateship grade, individuals would be required to have 6 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

ACIB Pre 1996 - Associate of the Chartered Institute of Bankers (LIBF)

This qualification assessed the knowledge and skills to enhance the career and promotion prospects of those aspiring to middle and senior management positions.

G10 - Taxation and Trusts (CII)

This examination assessed a knowledge and understanding of the UK tax system, the law and practice of trusts, but also an ability to advise individual clients on the tax treatment of their investments and the use of trusts to meet their current and foreseeable future needs.

J04 - Pension Funding Options (CII)

At the end of this unit, candidates should be able to demonstrate an understanding of the: main tax and legal frameworks that govern the accumulation phase of building up retirement benefits under registered pension schemes; features of defined contribution and defined benefit pensions; choices faced by early leavers and use of transfer value analysis; State retirement benefits available, including the risks and suitability of contracting out of the State Second Pension.

MAQ - Mortgage Advice Qualification (CII)

This qualification assessed the knowledge and understanding of the UK regulation environment in the financial services industry together with types of mortgage products and repayment options and the giving of mortgage advice.

CFP - Certified Financial Planner Licence (IFP)

An internationally recognised financial planning credential. The holder must demonstrate a combination of experience, financial qualifications (usually AFPC/DipPFS) or equivalent, an IFP assessment, ongoing educational activity (continuous professional development) and ethical behaviour.

SV1 - Saving and Investment (CII)

This examination assessed the knowledge and understanding of economic factors that affect risk from different investments, product features and regulatory framework of retail investments, taxation liabilities and portfolio planning.

Accreditations

What our clients say

“Addidi has been advising me for a number of years now and has provided clarity and guidance as well an independent opinion on all areas of my personal finance. I like their no nonsense, transparent service. More recently, Addidi has been helping me manage day to day financial arrangements and that has provided the piece of mind knowing that I am not paying too much for insurances and utilities as well as having the right type of cover and my financial paperwork in good order. She and her team are a delight to work with and every woman I have recommended agrees.”

Mary Spillane, London

“Having advice from someone who seemed to have my best interests at heart as opposed to someone who just wanted me to sign a document so they got some kind of commission - that was the difference between having a financial advisor and someone who only called himself a financial advisor, but actually was just a commission agent. I would rather pay someone who I know is very savvy to act on my behalf and I have such a relationship with Anna of Addidi that I know she is looking after me.”

Jacquie Harris, Cornwall

"As an established executive who works with wealth management organisations, I find little time/desire to attend to my own wealth matters. I have now known Anna for over 7 years and I am amazed at her ability to consistently deliver the right mix of going 'beyond wealth' whilst addressing the fundamentals of wealth planning and management - turning a perceived chore into a pleasurable meeting of the minds. I can therefore genuinely endorse that she has turned her vision for Addidi into reality. Her latest initiative Addidi Angels is both inspiring and empowering for it's members. She has managed to democratise a vital asset class that to date was only open to larger investors - and has done so in such a way that the angels can provide mentoring and networking support to the businesses thereby maintaining control. Her positive attitude: holistic approach to wealth: ability to inspire all who she meets: constantly strive to 'financially empower women' : help others are constant and valuable qualities. A pleasure to do business with.“

Sabila Din, London

Where to find us

Tavistock House South, Tavistock Square, London, WC1H 9LG

Make an enquiry

About us

Established in 2006, Addidi is an independently owned and well respected boutique business. provides financial planning and investment management services. Its clients are executives, business owners and financially independent women.
Addidi’s mission is to create a business with a focus on doing the right thing, being inspired to be the best and aligning the interests of its clients, staff, management, shareholders and community.
The Addidi team is highly qualified, client centric and service driven. Its founder, Anna Sofat, has a Masters Degree from London School of Economics. She is both a Chartered Financial Planner and Certified Financial Planner.

Our services

We help our clients live a richer life by diligently taking care of their financial life. We provide independent financial planning and investment management services.
We also provide opportunity for women to co-invest as angel investors, philanthropists and to use their talent to help businesses.
The Addidi team is highly qualified, client centric and service driven. In 2012, 2013,2014 & 2015, we were featured in the Citywire’s Top 100 list.
Our mission is to create a professional business with ethics, inspiration and mutuality at its heart. We are beautifully different.

Make an enquiry Request a call back Show number Recommend to a friend

We can advise you on

Pensions & retirement
- Annuity purchase
- Pension consolidation
- Pension drawdown
- Pensions review
- Pensions transfer
Financial planning
- Wealth management
Investments
- Ethical investments
- ISAs
- Investment trusts
- OEICs
- Socially responsible investments
Savings
- Lump sum
Insurance & protection
- Critical illness
- Income protection insurance
- Life insurance
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
Expatriate finances
- Rest of world

Advice methods

Face to face

Preferred clients

Minimum wealth (income/assets)

£500,000

Minimum pension value

£250,000

Minimum mortgage value

£0

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Contact options

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