In 2015, after many years working in the financial districts of London and New York as well as at the United Nations as a financial advisor, CERTIFIED FINANCIAL PLANNER™ Simon Brady decided to create a unique financial planning and investment advisory firm in the heart of New York City which he opened for business early in 2016. His vision was to serve younger professionals and foreign nationals in the US with a fee-only service model that made use of both his experience and knowledge of personal finance and of the latest in powerful financial technology to focus on financial organization, wealth creation/protection and education that did not depend on simply sellinginappropriate products to clients to generate commissions and kickbacks, which is how most financial advisors operate in the US.
The end result is Anglia Advisors, a Registered Investment Advisor (RIA) which works with clients on a flat-fee 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. The client experience at Anglia Advisors goes way beyond just investment management. Simon will also personally work with clients on their estate planning, debt management, workplace benefits, insurance, college planning and real estate as well as providing education on how all these parts of your financial puzzle can best work together and the behavioral side of personal finance.
Whether it is an ongoing, retainer-based financial planning engagement, one-time hourly sessions or simply professional portfolio management, the Anglia Advisors client experience is an interactive one with access to the latest in personal finance technology, whereby the clients become more confident, knowledgeable and better organized, whether they be younger professionals undergoing (or about to undergo) significant life changes or recently-arrived foreign nationals who have a whole set of particular personal financial planning issues that need addressing.
Simon Brady, CFP ®
Simon grew up and went to school in London, UK before attending an international university program that included studying finance for two years each in both London and Reims in France. After spells working in Paris, he moved into the financial trading arena first at a French bank in London then at a major inter-dealer brokerage firm in foreign exchange then equities, that eventually saw him transferred to New York where he has remained ever since. After more than twenty years experience on Wall Street during which time he saw 'behind the curtain' of financial markets, Simon underwent the extensive education and challenging exam to become qualified as a CERTIFIED FINANCIAL PLANNER™ and worked at the United Nations as a financial advisor. He then created and began to work full-time on Anglia Advisors, which became officially registered as a RIA in early 2016.
Simon is a regular media contributor as well as a speaker on personal finance topics at various conferences, workshops, universities, libraries and other private events in the New York area. He has written a book and currently hosts his own personal finance podcast. He has held board positions in the past at both the Financial Planning Association of New York and New York Toastmasters.