Addidi … for a richer life


Latest Entries

Addidi features in official History of Parliament commemorative album for Vote100 celebrations

This year marks 100 years since Parliament passed the Representation of the People Act 1918 which was a package of electoral reforms that extended the vote to women for the first time.

Posted by on 19 June 2018
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Another award for Addidi

Another award for Addidi! 

Posted by on 27 February 2017
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Anna Sofat Tops The Female IFA Table!

This article was published on the 18th September on by Myron Jobson:

Posted by AnnaSofat on 23 September 2015
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Addidi in the Telegraph

Our Founder and Financial Advisor, Anna Sofat, was recently intereviewed by Alastair Greener about the future of 'bautifully different' wealth management.

Posted by Anna Sofat on 28 August 2015
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What Is Diversification & Does It Really Protect You In A Financial Crisis?

‘Small companies are riskier but over the longterm they outperform the main markets so you get compensated,’ explains Anna Sofat, founder of Addidi Wealth, a financial advice firm for women. The make-up of your portfolio will depend on your attitude to risk and your investment horizon; a 30 year old can usually afford to take on more risk through equities than a 60 year old can. Sofat says a 30 year old could opt for Addidi Wealth’s 100% risk portfolio, which has 10% in property shares, 20% in emerging markets and 70% in the developed world markets. Someone at retirement might be more suited to the 40% risk portfolio, which allocates around 4% to property shares, 8% to emerging markets, 14% to developed world markets and 60% to gilts, trackers and bonds...

Posted by Anna Sofat on 14 August 2015
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IFAs Urge Government To Cut FCA Fees In Radical Advice Review

Advisers have urged the government to look at reducing the cost of regulation as it embarks on a radical review of the financial advice market.

Posted by Anna Sofat on 3 August 2015
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Does Behavioural Investing Support The Passive Or Active Camp?

Passive investing can be seen as a behavioural investing phenomenon because it was founded on the premise that investing is all about investor behaviour and that, most of the time, behaviour does not have a positive impact on investment returns.

Posted by Anna Sofat on 23 July 2015
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FOS complaints change raises fears of costly fallout

A barely noticeable tweak in the regulator’s handbook on how the Financial Ombudsman Service (FOS) deals with complaints could have ‘catastrophic’ consequences for advisers by bringing in a raft of both new and old claims.

Posted by Anna Sofat on 20 July 2015
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Advisor Workshop : How To Make Your Voice Heard

Advisers need to be clear about the main issues they care about because there are so many things going on in the market that need tackling. Firms, especially the smaller ones, only have so much time on their hands so they need to prioritise.

Posted by Anna Sofat on 2 July 2015
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How To Invest £50,000: Investing With A Clear Conscience

Savers looking to invest their retirement funds ethically need to think carefully about how to build a diversified portfolio.

Posted by Anna Sofat on 12 April 2015
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