Adviser Zoe Named Amongst UK’s Top ‘Next Generation Advisers’
One of Addidi’s financial planners has been named amongst the UK’s leading young advisers in an annual report. The annual 35 under 35 list, compiled by leading industry publication New Model Adviser (NMA), ranks Zoe as a leading ‘Next Generation Adviser’.
Zoe, who joined Addidi in 2014 as a Paraplanner, showed early spark and determination. Addidi began supporting Zoe through the process of becoming Chartered in 2014; and after successfully undergoing her training and qualifications alongside working full time, Zoe became a fully-fledged Chartered IFA in 2016.
Now as a member of Addidi’s Senior Management Team, Zoe not only has her own client bank, she also plays a key role in planning the firm’s activities and direction. The past 12 months has also seen Zoe deliver presentations at a couple of high profile events aimed at women.
Zoe is one of only 5 female advisers to be featured on the NMA list of 35 individuals.
“The past 12 months has been particularly enjoyable one so far as my career to date is concerned. Having achieved Chartered status two years ago, I am now able to devote more of my time to clients, both in terms of seeing my existing clients get the five star treatment and also working on developing relationships with new clients. Being one of only 5 female advisers named in this year’s list of Next Generation Advisers, I am even more determined to stand up and make it count for female clients. The statistics in the real world of the UK advice market are very similar – with New Model Adviser reporting less than 5,000 females make up the UK’s 31,000 Financial Advisers. Although on the whole, women have a greater opportunity to earn money than ever before, they are not necessarily maximising on this. We find that men and women have very different approaches when it comes to their finances – yes, our clients want their investments to perform, but they also want this to be done in a stable, ethical and sustainable way.”
Zoe is one of two Chartered Financial Advisers at Addidi. Zoe has also been named in NMA’s ‘Fresh Faces’ features, and was recognised as one of Citywire’s top 35 young advisers in 2016.