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 individuals and families who are living and working in the US as foreign nationals. Completely independent, our fee-for-service model takes no sales commissions, kickbacks or compensation of any kind from any third party for making sales or recommendations to you. Our compensation comes exclusively from our clients. We are therefore able to provide unbiased clarity in the realm of personal finance and investing in the lives of younger professionals or non-citizens, and thereby give the kind of un-conflicted expert advice and recommendations that empower them to take control of their own financial futures.
Access to high quality fiduciary financial planning and professional investment management is no longer the exclusive domain of wealthy pre-retirees, successful veteran business owners, trust-funders or retired corporate executives. By working with us using one of our multiple different service offerings,professional individuals and couples who are at the early or middle stages of the growth and accumulation phase of their financial life journeys can now affordably receive customized advice, objective recommendations and the expert guidance and financial stewardship they need towards achieving their goals of secure financial futures and peaceful prosperity.
PRESENTATIONS AND WORKSHOPS
Simon speaks on panels and conducts public or private presentations, workshops and speaking engagements on a wide variety of personal finance topics to any audience type, including at conferences, universities, private or public corporations, affinity groups, trade associations or an audience that you put together yourself.
Contact us to discuss hiring Simon to present at your organization or event.