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 financial planning and investment advisory 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 service model that made use of both his experience and qualified knowledge of personal finance and investment and of the latest in powerful financial technology to focus on financial organization, wealth creation/protection and education that did not depend on pushing particular investments or insurance products on clients to generate commissions and kickbacks in a world littered with conflicts of interest, 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 also personally works with clients 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.
Whether it is an ongoing, retainer-based financial planning engagement, one-time hourly sessions on specific topics of your choice or simply 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 finance for two years each in both London and Reims in France. After a spell 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 (including being right there during the whole arc of the Financial Crisis of 2007, 2008 and early 2009), Simon underwent the extensive education and challenging exam to become qualified as a CERTIFIED FINANCIAL PLANNER™ professional and worked for the United Nations as a financial advisor. He then founded Anglia Advisors, specifically aimed at 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.