Anglia Advisors
Financial Planning. Re-imagined
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Personal Finance Advice.

Re-imagined.

 

What We Do

Anglia Advisors offers personal finance consulting services and professional investment management to younger professionals and couples and separately provides financial consultations to those living and working in the US as foreign nationals. Completely independent, we work on a flat-fee basis taking absolutely no sales commissions, kickbacks or compensation of any kind from anyone except our client and so are able to provide unbiased clarity and advice in plain, understandable language on the personal finance concepts, actions and behaviors that affect younger people or non-citizens, and then give advice and recommendations that empower them to take control of their own financial futures.

A Registered Investment Advisor and flat-fee-only fiduciary personal finance consulting and investment management firm based in the heart of New York City, the firm was founded and managed by Simon Brady CFP®, CDFA®, a qualified CERTIFIED FINANCIAL PLANNER™ professional personal finance consultant with extensive global financial market and investment management experience.

 

Why Anglia?

 

High quality financial planning and professional investment management is no longer the exclusive domain of wealthy pre-retirees, successful veteran business owners, trust-funders or retired executives. Professional individuals and couples who may be at the early or middle stages of the growth and accumulation phase of their financial life journeys can now affordably have their situation and financial behaviors and habits assessed, receive customized and entirely objective agenda-free recommendations and the expert guidance and financial stewardship they need towards achieving their goals of secure financial futures and peaceful prosperity.

With decades of experience of financial markets, we have made it our business to understand the particular personal finance needs, goals, motivations and concerns of younger professionals as well as those of non-citizens recently-arrived in the US and have adapted our service offerings specifically to make working with these groups compelling and cost-effective.

Whether it is explaining sometimes complex financial concepts in understandable language, problem-solving what is concerning you or bringing in a specialist third party professional from the vast Anglia Advisors Professional Network, you can be comfortable in the knowledge your CERTIFIED FINANCIAL PLANNER™ personal finance consultant will develop a trusting, genuine and fiduciary relationship with you, possesses the intuitive understanding of what aspects of personal finance are important to you and the expertise and experience to address these issues and who pledges in writing to act in your best interests at all times.

 
 
 
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Our Services

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Move at your speed.

Address your personal finance concerns, get a plan put in place and objective recommendations from a CERTIFIED FINANCIAL PLANNER™ using cost-effective sessions of two or three hours at a time. You set the agenda. We provide the guidance.

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Affordable asset management. Available to all. No minimum.

For those looking for an experienced CERTIFIED FINANCIAL PLANNER™ investment professional exclusively to analyze, allocate, manage and monitor their investments in an affordable yet strategic manner that leverages the latest in financial technology without any engagement for any broader financial planning. No minimum investment required.

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Professional investment advice and customized recommendations for a flat fee.

Investment advice and actionable recommendations from a CERTIFIED FINANCIAL PLANNER™ investment professional for all the portfolios of members of your household for one affordable flat fee with no need for you to change your investment platform provider.

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A one-time comprehensive plan. Analysis. Recommendations.

Are you on track for all your financial goals? A secure retirement? Optimized investments? A home of your own? Kids college? Debt elimination? Effective protection against risk? Creating the legacy you want for your loved ones? Our fully comprehensive analysis of your complete financial picture will address all these questions and much more, allowing you to move ahead in a financially informed way.

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Ongoing access. A financial professional at your side, always.

Enjoy continuous access to your own dedicated CERTIFIED FINANCIAL PLANNER™ professional as you navigate life events. Your Anglia Advisors personal finance consultant will address all the issues outlined in the Classic Financial Plan but on an ongoing basis with the ability to shift recommendations as and when your circumstances evolve.

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Welcome To America. Here's What You Need To Know.

Welcome to America! At Anglia Advisors, your CERTIFIED FINANCIAL PLANNER™ professional has developed a specialty in understanding in the financial and legal issues that particularly affect those living and working in the US on visas and green cards.

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Get debt-free quicker. And pay less.

Repaying student loan debt the correct way can get you debt-free much earlier and save thousands in interest payments. A CERTIFIED FINANCIAL PLANNER™ professional will create the optimized repayment plan, customized just for you.

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Prep financially for college now.

How much will college cost when the kids are 18? What’s the best vehicle to save for college and how much should we put away each month? Demystify 529, EFC, FAFSA,CSS. A report customized to your circumstances and from a CERTIFIED FINANCIAL PLANNER™ professional.

Simon can conduct public or private presentations, workshops and speaking engagements on a wide variety of personal finance topics to any audience type.

Anglia Advisors can also take on projects on a pay-by-the-hour basis (for example, an analysis of an existing investment portfolio or 401k plan)