Our founder, Anna Sofat, was previously Managing Director of Fiona Price & Partners (FP&P and latterly known as Destini Fiona Price). FP&P was the leading firm of independent financial advisers specialising in advice for professional and businesswomen having pioneered the concept of financial advice for women by women.

We have incorporated some of the best practices of the FP&P culture and have build on to it to create a culture that:

1. focuses on enriching relationships,
2. is firmly embedded in the principle of independent advice
3. actively strives for excellence in everything we do.

We acknowledge the fact that money plays a crucial role in our lives and that too often, it dictates the options available to us, the choices we can make and at times it even influences and determine the relationship we have with our families and friends.

We recognise that if we do not get the “money” factor right in our lives, it can lead to financial mismanagement and this can result in loss of control and the inability to focus on the real goals in our lives.

So “money” and wealth management is our passion – not because of what it can buy but because of what it can do. Creative wealth management can help us achieve our lifetime goals and lead more fulfilling lives.

With the client firmly in the forefront, the company focuses on mutually beneficial relationships based on TLC.