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Anna Sofat

Associate Director, Wealth

Anna is a multi-award winning financial planner and has been advising enterprising women and their families for nearly twenty years. She is highly regarded as ‘the Voice of Women’s Wealth’ and is the founder of the ‘Are You In?’ movement, which seeks to transform the financial sector towards diversity, inclusivity and greater democracy.

Anna joined Progeny in November 2019, having previously founded Addidi Wealth, a financial services boutique for women. Addidi won Money Marketing’s Small Advisor of the Year award and featured as one of the Top 100 Advisory firms by New Model Adviser for several consecutive years.

Anna is a graduate of Hull University and has a Masters from the London School of Economics. She holds both the Chartered Financial Planning and Certified Financial Planner qualifications.

As well as advising private clients, she is a regular contributor to national press and TV. She has been awarded Unbiased.co.uk’s Financial Adviser of the year award; nominated the Top Female Adviser by FT’s Financial Adviser in 2015, and was a finalist in the First Women 2017 Awards for the Finance category.

Away from work, she is married and a mother of two girls. Her interests are her family, travel and current affairs. In the past she has served as an elected Councillor on Rochester City Council and Halling Parish Council. She was also a non-executive director for the social enterprise Fair Finance from its inception in 2005 to 2014.