Awards

Addidi’s pre-eminence in women’s wealth has not gone unnoticed. Anna and the team have been recognised by numerous independent organisations and awarding bodies for their outstanding service and beautifully different approach.

We’ve been doing this for many years and we will continue to lead the way offering clients and their families a service that is meaningful, rewarding and inspiring. The firm has chartered status and is proudly independent.

Here’s a small selection of some of our prestigious awards:

Small Advisor of the Year

In 2018, Addidi was awarded the Small Adviser of the Year award by Money Marketing. This is a prestigious award that requires winners to meet or exceed demanding criteria in business performance as well as excellence in client service and financial planning. The team collected their award at a ceremony on 21st June, having been shortlisted alongside 5 other financial planning firms.

Unbiased Award

Anna was awarded the Unbiased Special Award in 2017. Anna was chosen in recognition of her broader contribution and achieving ‘something special’ over the last year. In addition to being selected for this stand out award, Anna also came highly commended in the ‘Financial Adviser of the Year’ category in 2017.

 

IFA Table

In 2015, Anna Sofat topped the Financial Adviser’s Top 25 Female Advisers league table. This was based on years in the industry, contributions to the community and innovations in financial planning and advice.

NMA Top 100 Firm

Addidi has been listed in New Model Advisor’s Top 100 Firm list in 2012, 2013, 2014, 2015, 2017 and 2018.