THE ANGLIA STORY
In 2015, after many years working as a currency and equity trader in the financial districts of London and New York as well as at the United Nations as a financial advisor, Simon Brady decided to create a unique personal finance consulting and investment management firm in the heart of New York City.
His vision was create a fee-for-service, fiduciary personal finance consulting and investment management service specifically aimed at the under-served demographic of younger professionals in their 20s, 30s and early 40s who he realized in fact have a greater frequency of life events generating personal finance advice needs than the traditionally more heavily-served generation of the pre-retiree and retiring/retired Baby Boomers.
The firm has also partnered with HELIOS INTEGRATED PLANNING to provide high quality direct estate planning services to our clients at extremely competitive prices.
In addition, Simon consults with non-US citizens living and working in the US, particularly those who have recently arrived, helping them navigate the sometimes complicated US personal finance system and highlighting those specific items that foreign nationals living in the US need to be aware of and shows them the best means (and introduce them to some of the best professionals) to confront them as effectively as possible.
Simon also specializes in helping with planning and addressing the particular challenges of "suddenly single" individuals just coming out of recent divorce or widowhood and likely in need serious professional attention (savings, lump sum investments, retirement planning, revised estate planning, revised budgeting and goal setting, real estate changes, continued education funding, revised life insurance, disability insurance and long term care needs, changed health insurance and more) from both a qualified CERTIFIED FINANCIAL PLANNER™ and outside specialist financial and legal professionals.
Founder, Principal - ANGLIA ADVISORS
Simon Brady CFP®
Simon grew up in London and studied business and finance at universities in the UK and France before being transferred to New York to work in the financial derivatives markets and take on both trading and senior management roles at a major Wall Street trading firm. After more than twenty-five years of financial market experience during which time he saw 'behind the curtain' of how equity and currency markets operate (including during the financial crisis of 2007-2009), Simon eventually left the institutional trading world and underwent the extensive three-year program at New York University and then successfully passed the challenging designation exam and experience requirement to become fully qualified as a CERTIFIED FINANCIAL PLANNER™ (CFP®) personal finance professional.
He subsequently worked for the United Nations in Manhattan as a financial advisor and ETF specialist before going on to found Anglia Advisors, a fee-for-service-only advisory firm specifically aimed at offering affordable and accessible personal finance consulting services to younger individuals, couples and families as well as foreign nationals living and working in the US and "suddenly single" individuals coming out of divorce and widowhood. He structured the firm such that the fee-only fiduciary business model avoided the inevitable conflicts of interest associated with the commission-compensated product salespeople that make up the bulk of the so-called personal financial "advice" industry.
All engagements are always fee-only and can be based on an hourly, single session or monthly subscription model with optional no-minimum professional portfolio management. In 2019, Simon and Anglia Advisors were honored to have been approved by Dimensional Fund Advisors (DFA) to be able to offer their funds to our clients with portfolios under our management.
Simon is a regular media contributor as well as a speaker on personal finance topics at conferences, universities, libraries, seminars, workshops and various private events in the New York area and beyond. He has been quoted and published on national, regional and local news outlets, articles, blogs and major websites and has hosted his own personal finance podcast as well as appearing as an invited guest on a good number of other financial and entrepreneurial podcasts. He has held directorships and board positions in the past at The Financial Planning Association of New York and at New York Toastmasters.