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.
Zoe commented:

“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.

How Addidi inspires change

‘Inspiring change’ has been our theme for 2018. So many initiatives, campaigns and collectives are being formed with the aim of promoting women’s advancement worldwide, and it’s a cause we at Addidi fully applaud. But while we often think that challenging the status quo and fighting oppression is something more essential in countries where woman are less well represented, it would appear the UK is still behind the times too.

Although the gender pay gap is narrowing year on year, women working full-time can expect to be paid 9.1% less than their male counterparts – according to a 2017 study from the Office of National Statistics. That equates to an average of £100 a week, and as a result calls for companies to publish their gender pay gaps are growing louder.

While equal pay legislation has gone some way to narrowing the gap, it has failed to totally eradicate this embarrassing issue. In this day and age, why should women receive less pay for equal work?

Discrimination remains present in the workplace – and it is unfortunately true that the higher you climb, the fewer women you will find there. A recent study published by the Economic Journal confirms this kind of gender bias in the workplace. The research found that the UK’s biggest companies were only likely to appoint a female director if the post was just left by another woman.

The percentage of female directors on the boards of FTSE 350 companies increased from 2% in 1996 to 8% in 2010. Although progress has been made since then (mostly thanks to the efforts of women making a difference through organisations such as the 30 Percent Club and Women on Board), we still have to contend with the fact that whereas women had a 20% chance of obtaining a position that was left open by a woman, this fell to 10% when the post had previously been held by a man.

The EU has set itself the ambitious target of achieving 40% female representation on listed companies’ board of directors by 2020 – this is something that we believe must happen. In addition to the benefits it would have on the economy (many studies have shown that gender-diverse boards outperform male-only boards), boards at the top level could benefit greatly from the diversification, unique skill sets and refreshing leadership styles that women bring with them.

By their very nature, women are natural opportunity experts, able to breathe life into their ideas and inspire others to do the same. Women are great at cultivating strong relationships and thrive on facilitating connections between people. Women are also natural givers, with twice as many women running social enterprises as opposed to leading small businesses.

Now is the perfect time to think about how we – the government, business leaders, and women – can help unlock the full potential of women and ensure we put an end to an unfair state of inequality that does us all a disservice.


‘Harnessing the Power of the Purse’ research – what women want from their financial adviser

We were approached by the Centre of Innovation ( a few months ago who were conducting some fascinating research into what women wanted from their financial advisers – titled ‘Harnessing the Power of the Purse’ and presented in parliament in May.

As a female-focused financial advisory business, they were interested in our extensive experience of advising women on wealth. And of course being the collaborative, open business we are – we were happy to help. Before the launch, we were asked if we would connect the researcher with a couple of our clients, as the research seemed to be highlighting that the Addidi way of doing business met many of the key needs of the female consumer as identified by the research. We were more than happy to do so.

It was truly heart-warming to have one of our clients quoted and featured at the research launch event at the Houses of Parliament on 22ndMay. So what are the key findings of this report, and what is it that Addidi doing that is so cutting-edge?

Key UK findings:

  • Much female wealth is unmanaged; 56% of those surveyed did not have a financial adviser.
  • Many women do not feel their adviser either understands them or is interested in them; 73% did not feel their adviser understands them, whilst 87% felt their adviser was not interested in them.


Women define wealth differently to men. Whilst investment performance is also important for women, 77% of women across the globe say “making a positive impact on society” is important to them too.

So what are women looking for from their advisers, and what is Addidi providing along those lines? They want advisers who:

  1. understand them
  2. create a safe space for them
  3. educate them
  4. help them align their investment and life goals


Addidi is quoted as creating the following for women: “a room of their own to manage their wealth and feed their soul”.

Whilst we may talk numbers (after all we wouldn’t be great financial advisers if we didn’t!), our position will always be centred round mutuality, inclusiveness, inspiration, and a nurturing disposition. We add value where it matters, and in the process feed our own soul too.

Check out the findings for yourself at:

Like to know more about how we work? We’d love to hear from you.