ANNA SOFAT – an
experienced and well-qualified financial adviser.
Anna graduated from Hull University and has a Masters Degree from
London School of Economics. She is also an Associate of the Chartered
Institute of Bankers, gained her Advanced Financial Planning Certificate
in 2005 and Certified Financial Planning certification in 2007.
She is also an Associate of the Chartered Institute of Bankers
and gained her Advanced Financial Planning Certificate in 2005.
Anna trained with the Woolwich Building Society. In 1990, she set
up her own financial services company in partnership with her partner,
hence combining work and family life.
In 1996, Anna joined Jackson Batten Financial Group and became
a director in 1999. In 2000, Anna joined Fiona
Price & Partners Ltd as Operations Director, becoming
Managing Director in January 2004. She left in February 2006.
She contributes to trade and national press and has appeared in
national press, TV and radio. She also presents seminars on financial
planning to women’s networks and professional connections.
Anna is married with two daughters, and her interests include traveling,
current affairs and issues concerning women and children. In the
past, she was active in local politics and environmental concerns.
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JANARDAN SOFAT – solutions oriented accountant
with a wealth of business experience in the private and public sector.
Janardan is an economics graduate and a Fellow of the Institute
of Chartered Accountants (FCA). In 2005 he undertook a year long
training program “Inspiring Innovation”.
Janardan trained with Shipleys, a London based accountancy practice
and was Finance Director of JS Hamilton Ltd, a commodity brokers,
from 1985.
From 1990 to 1996 he managed with, his wife, their own Financial
Services Company and delivered strategic financial advice to small
and medium sized businesses (SME).
From 1997 he was responsible for delivering business support to
the SME sector in East London as well as providing holistic strategic
advice to his own client base at Business Link. In 2000 he joined
the Small Business Service, an agency of DTI, as the Regional Director
for London to influence the Government policy in the SME arena.
In 2004 he returned to be the Chief Operating Officer of Business
Link for London, the largest business support organization in Europe.
Janardan is passionate about public service delivery and has been
involved with the NHS since 1994, initially as non-executive director
of a Health Authority and from 2000 to 2004 as the Chairman of Medway
NHS Trust. From 2004 to 2007 he was a Regional Commissioner at the
NHS Appointments Commission.
Currently he is the Chair of the Kent Probation Area.
Janardan is married with two daughters, his interests include traveling,
current affairs and food – both cooking and eating!
Vvie Ward, Senior Adviser
Yvie Ward started in financial services in 1982 by setting up own
business which was also an Estate Agent with a Halifax agency. She
developed this from start up situation and retained independence
on financial services side by registering directly first with FIMBRA,
then PIA.
For personal reasons, Yvie sold this as a going concern in late
1996 and re-located to London. She spent three years working in
the banking sector as an adviser but being a tied adviser did not
sit well with her as she has always felt that to give rounded advice
and proper financial structure to clients’ plans she needed
to be totally independent.
In 2000, Yvie joined the female IFA Company Fiona Price & Partners
(which became Destini Fiona Price then latterly Thinc) as an independent
financial adviser, where she worked alongside Anna Sofat. The holistic
and ethical approach the company took towards advising clients reflected
her own views on giving advice.
“Now at AJS Wealth with the rounded approach towards clients
of trust, respect, loyalty and of total transparency I feel I am
again able to best look after clients and help them to achieve their
financial goals in life” says Yvie.
Yvie has two adult children and one very beloved grandson aged
8. She enjoys a varied personal life with friends and family as
well as a real passion for working life and looking after her clients’
best interests.
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