YOUR GOALS AND DREAMS.
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 to serve younger professionals in their 20s, 30s and early 40s, so-called HENRYs (High Earners, Not Rich Yet) and foreign nationals living and working in the US on visas and green cards with a fee-only, fiduciary personal finance consulting service model that not only offered professional investment management to everyone but also drew on both his experience and qualified knowledge of financial planning. He resolved to make use of the latest in powerful financial technology to focus on financial organization, wealth creation/protection and education that does not depend on pushing particular investments or insurance products on clients to generate commissions and kickbacks, which is how most of the conflict-ridden financial advisors operate in the US.
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. The client experience at Anglia Advisors can go way beyond just investment management. As a CERTIFIED FINANCIAL PLANNER™, Simon personally works with clients, advising on their estate planning, debt management, workplace benefits, insurance, college planning and real estate needs as well as their financial behavior and goal setting and providing an extensive personal finance education as well as investment management solutions.
Whether it is hourly-based financial planning on topics of your choice, a financial plan or simply low cost professional portfolio management, the Anglia Advisors client experience is an interactive one with access to the latest in personal finance technology, whereby 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 to be addressed.
Founder, Principal - ANGLIA ADVISORS
Simon Brady, CFP ®
Simon grew up and went to school in London, UK before attending an international university program that included studying business and finance in both London and Reims, France. After a spell working in Paris, he moved to a French bank in London as a foreign exchange dealer then to a major inter-dealer firm in currency options, before transitioning into equity derivatives. He was transferred internally from London to New York in 1988 and has remained here ever since.
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 and challenging exam to become qualified as a CERTIFIED FINANCIAL PLANNER™ personal finance professional and subsequently worked for the United Nations in Manhattan as a financial advisor. He then founded Anglia Advisors, specifically aimed at offering a personal finance consulting service to younger professional clients and foreign nationals living and working in the US.
Simon is a regular media contributor as well as a speaker on personal finance topics at various conferences, universities, libraries, seminars, workshops and various private events in the New York area and beyond. He has had many financial articles published in national, regional and local news outlets, blogs and websites, contributing regularly to Investopedia, for instance. 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.