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 personal finance.
He resolved to leverage the latest in powerful financial technology to focus on financial organization, problem-solving, 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 their personal finance consultant, Simon personally works with clients advising on their workplace benefits and retirement plans, estate planning, debt management, all types of insurance, college planning, immigration and real estate needs focusing on their financial behavior and goal setting and providing an extensive personal finance education as well as providing professional investment management solutions to anyone, no minimum balance required.
Whether it is a full-blown financial plan, hourly-based personal finance consultations on topics of your choice, an ongoing membership model, low cost professional portfolio management, customized reports to help you navigate the worlds of college funding and/or student loan debt repayment or any other personal finance project you want to set us, 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 facing or undergoing significant life changes or recently-arrived foreign nationals who have a whole set of particular personal financial planning issues that may 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 transferred internally from London to New York and has lived in the US 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 exams to become qualified as a CERTIFIED FINANCIAL PLANNER™ personal finance professional.
He subsequently worked for the United Nations in Manhattan as a financial advisor before founding Anglia Advisors, specifically aimed at offering a personal finance consulting service to younger professionals 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 and been quoted on national, regional and local news outlets, articles, blogs and websites, contributing regularly to Investopedia. He has written a book and currently hosts his own personal finance podcast.
He has held directorships and board positions in the past at both The Financial Planning Association of New York and New York Toastmasters.