In 2015, after many years working as a trader in the financial districts of London and New York as well as at the United Nations as a financial advisor, CERTIFIED FINANCIAL PLANNER™ professional Simon Brady decided to create a unique personal finance consulting and investment management firm in the heart of New York City.
His vision was create a fee-for-service, fiduciary personal finance consulting and investment management service specifically aimed at the under-served demographic of younger professionals in their 20s, 30s and early 40s who in fact have a greater frequency of life events generating personal finance advice needs than the traditionally more heavily-served generation of the pre-retiree and retiring/retired Baby Boomers.
He also decided to work closely with foreign nationals living and working in the US on visas and green cards who need specialized attention, knowledge and resources from their financial advisors in order to better understand and explain the particular personal finance issues faced by non-citizens.
The end result is Anglia Advisors, a Registered Investment Advisory firm (RIA) which works with clients on a fee-only basis on a number of levels but always under the fiduciary standard meaning that, by law, the client's best interests must always be served first and no conflicts of interest are baked into the business model.
Simon personally works with clients advising on their investment and saving strategies, setting up investments infrastructures, workplace benefits and retirement planning, student loans and other debt management, education funding, estate planning, all types of insurance, immigration and real estate needs - focusing on clients’ financial behavior and goal-setting objectives and providing an extensive personal finance education with various professional investment management and advisory solutions available to anyone, all with no minimum balance required.
Partnering with quality third-party providers for the benefit of our clients is an integral part of our strategy. For example, we are proud and excited that Anglia Advisors is now a DIMENSIONAL FUNDS ADVISORS (DFA) - approved provider of their DFA funds as an option in client investment portfolios and the firm has also partnered with Helios Integrated Planning to provide direct estate planning services to our clients.
Simon also consults with non-US citizens, particularly those who have recently arrived, helping them navigate the sometimes complicated US personal finance system and highlighting those specific items that foreign nationals living in the US need to be aware of and shows them the best means (and introduce them to some of the best professionals) to confront them as effectively as possible.
Simon is also a Certified Divorce Financial Analyst (CDFA®), qualified to help, advise and work with individuals undergoing and coming out of (or are about to come out of) what is often the most overwhelming and difficult period of their lives and a time when multiple life transitions are going on and need serious professional attention (savings, lump sum investments, retirement planning, estate planning, budgeting and goal setting, real estate, education funding, life insurance, disability insurance, long term care, health insurance and more) from both a qualified CERTIFIED FINANCIAL PLANNER™ and outside specialist financial and legal professionals.
Founder, Principal - ANGLIA ADVISORS
Simon Brady CFP®, CDFA®
Simon grew up and studied in London, UK before being transferred to New York to take on a senior management role and developed broker training programs within a currency and equity derivatives trading firm. After more than twenty years experience on Wall Street during which time he saw 'behind the curtain' of financial markets (including being right there during the whole arc of the financial crisis and its aftermath in 2007, 2008 and 2009), Simon left the institutional world and underwent the extensive three-year education at New York University and successfully passing the challenging designation exam to become qualified as a CERTIFIED FINANCIAL PLANNER™ personal finance professional.
He subsequently worked for the United Nations in Manhattan as a financial advisor and ETF specialist before founding Anglia Advisors, a fee-for-service advisory firm specifically aimed at offering personal finance consulting services to younger professionals and foreign nationals living and working in the US without the conflicts of interest caused by the use of commissions taken from providers. Simon is also a qualified Certified Divorce Financial Analyst (CDFA®) and helps, advises and works with individuals coming out of what can be a devastating period of their lives. Engagements are always fee-only and can be based on an hourly, single session or monthly subscription model with optional no-minimum professional portfolio management.
Simon is a regular media contributor as well as a speaker on personal finance topics at a number of conferences, universities, libraries, seminars, workshops and various private events in the New York area and beyond. He has been quoted and published on national, regional and local news outlets, articles, blogs and websites and hosts his own personal finance podcast. He has held directorships and board positions in the past at The Financial Planning Association of New York and New York Toastmasters.