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Addidi Scoops ‘Small Adviser of the Year’ Award

Posted by Anna Sofat on 25 June 2018

We are delighted to announce that Addidi was named ‘Small Adviser of the Year’ at the 2018 Money Marketing Awards.

The Addidi team were awarded the title at an awards ceremony on 21st June having been shortlisted alongside 5 other financial planning firms, all of which have fewer than 5 financial advisers.

With a rigorous judging process taking into account several different criteria including financial performance and growth, the ability to manage both industry and regulatory challenges and excellence in customer service, the Money Marketing awards are highly regarded in the financial services industry.  Now in their fourth year, the awards are gaining momentum and are being seen as one of the ‘awards to win’ by industry insiders.

Commenting on the title, Anna Sofat said:

“It’s always a great honour to be shortlisted for an industry award so to win is the icing on the cake.

“Addidi was up against some excellent competition so to have received the judges’ votes was a lovely surprise.

“We are a small team and always extremely busy. Being recognised in this way is a lovely pat on the back for the whole team and a great chance to stop and reflect on our work and achievements over the past 12 months”.

The Money Marketing award is the second award the Addidi team has won in the last twelve months alone. Through a period of internal development and transition, Addidi has managed to grow its active client base and significantly increase the amount of funds under advice. Now in its tenth year of business, this award is perfectly timed to mark the journey Addidi has made over the last decade.

Established in 2008 by Anna Sofat, Addidi is an independently owned financial services boutique. Set up  with the aim of giving women and their families access to a value-led wealth management offering, the firm is now recognised as one of the leading financial advisory practices for women in the UK.

Focusing in particular on the financial needs of female executives, business owners and women entrepreneurs and their families, Addidi not only has a reputation for first-class wealth management but also promotes financial fairness and equality issues affecting women, with the aim of creating inspiration and positive change.