Anglia Advisors is an independent, fee-only, Registered Investment Advisor (RIA), that provides investment advice on personal financial and investment management strategies, 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 strategies, with no minimums.
Anglia Advisors, addresses the personal financial planning and organizational needs of young professionals in their 20s, 30s and 40s, as well as foreign nationals, living and working in the US on visas and green cards.
Although we are a New York-based firm, our clients can be located anywhere in the USA.
PERSONAL FINANCIAL PLANNING
Anglia 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 strategies 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 diversified 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.