Proud to be a presenter at the 15th annual Financial Fitness Workshop .. October 14th, NYU School of Law, Washington Square, New York City. Click on logo for details and to register.

Proud to be a presenter at the 15th annual Financial Fitness Workshop .. October 14th, NYU School of Law, Washington Square, New York City. Click on logo for details and to register.

Anglia Advisors is an independent, fee-only, Registered Investment Advisor (RIA), that provides investment advice on personal financial and investment management solutions, using a unique, interactive and fiduciary financial planning process.

Founder and principal, Simon Brady, CFP®, is a UK-native and CERTIFIED FINANCIAL PLANNER™ professional, who recognizes the difficulty that both US citizens and non-citizens face in finding un-conflicted, affordable fiduciary personal financial advice and investment management solutions, with no minimums.

Anglia Advisors, addresses the personal financial planning and organizational needs of young professionals (aged 22-45), and foreign nationals, living and working in the US on visas and green cards. New York based, his clients are all over the USA.

PERSONAL FINANCIAL PLANNING

nglia Advisors’ financial planning process is interactive and makes use of the latest, most intuitive technology. Our process is rooted in the trusted, fiduciary relationship between the client and the CERTIFIED FINANCIAL PLANNER™ professional. There is no minimum amount, if you wish to have your investments professionally managed and there are a broad range of financial planning offerings available.

 

ADVICE FOR FOREIGN NATIONALS

Those living, or soon-to-be-living in the US, on a visa or a green card, face a number of particular financial, tax, and legal issues that American citizens do not. Anglia Advisors role is to raise awareness within the foreign national community, allowing us to offer solutions both directly and indirectly, by means of enabling client access to an extensive network of specially qualified professionals, who can be called upon to help non-citizens address these issues.

 

EDUCATION FOR ALL CLIENTS

Anglia Advisors's financial planning process is interactive and makes use of the latest, most intuitive technology available today. Our process is rooted in the trusted, fiduciary relationship between the client and the CERTIFIED FINANCIAL PLANNER™ professional. There is no minimum amount, if you wish to have your investments professionally managed and monitored and there are a broad range of financial planning offerings available.

Based in the heart of Manhattan, the firm specifically caters to young professionals of any nationality, who are proactive enough to want to build, secure, and protect their personal financial futures. Anglia Advisors also specializes in financial planning for foreign nationals, who are either already located in the US or are preparing to relocate here.

Unlike most financial advisors in the US, Anglia Advisors has no minimum asset levels for our clients and always operates under the Fiduciary Standard. This means our firm is required to act in our clients' best interests at all times, and deliver the best possible service we can with every engagement, with no conflicts of interest. This is always the fundamental principle that drives all our recommendations.

As a Registered Investment Advisor, Anglia Advisors is NOT permitted to offer direct tax advice, legal advice or medical advice and no firm communications of any kind (written, media, electronic or verbal) should be construed as such.