Simon Brady

CFP®, CDFA®

Anglia Advisors

Founder & Principal

Simon Brady

CFP®, CDFA®

Anglia Advisors

Founder & Principal

My fiduciary, hourly fee-only structure gives my clients the confidence they need, knowing that my evidence-based advice and recommendations are always in what I consider to be their best interests and never as a means to generate product sales for my own benefit. - Simon Brady, CFP®, CDFA®

Fee-only financial planner located in midtown Manhattan, serving younger professionals in their 20s, 30s and early 40s, foreign nationals living and working in the US and those faced with suddenly-single situations. Our clients are located in New York and throughout the US.

Simon Brady is the founder of Anglia Advisors, a fee-only financial planning and investment management firm located in the heart of New York City, working with clients locally and across the country.

Anglia Advisors provides comprehensive financial planning with Per-Hour, Single Session or Monthly Membership options, as well as investment management with no minimum asset level required.

As a fee-only, fiduciary, and independent financial advisor, Simon is never paid a commission or referral fee of any kind. Consequently, his only obligation is to the client and requires him to provide unbiased and trustworthy financial advice and recommendations without the conflicts of interest that are always present with commission-compensated brokers and advisors.

Simon Brady grew up in London and studied in the UK and France before being transferred to New York to trade currency and equity derivatives and take on a 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 markets operate (including during the financial crisis of 2007-2009), Simon left the institutional trading world and underwent the extensive three-year education 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 fiduciary advisory firm specifically aimed at offering evidence-based personal finance consulting services to: 

- younger professional individuals, couples and families in their 20s, 30s and early 40s

- individuals and families who are living and working in the US as foreign nationals

- individuals below the age of 50 who are emerging into a "suddenly-single" situation following recent divorce or widowhood

- individuals and couples seeking non-complex estate planning services

- employers seeking workplace financial planning services that provide personal finance education to their employees

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 websites and hosts his own personal finance podcast. He has held directorships and board positions in the past at The Financial Planning Association of New York and at New York Toastmasters.

Simon Brady is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning

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 completely evidence-based, 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 advisory needs than the traditionally more heavily-served generation of the pre-retiree and retiring/retired Baby Boomers.

The first thing to do was get get the pass the exams to become qualified as a CERTIFIED FINANCIAL PLANNER™ professional (CFP®). Then create a Registered Investment Advisory firm (RIA) called Anglia Advisors, designed specifically to work 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.

Now Simon personally works with these younger professional clients advising not only on their investment and savings strategies and setting up investment infrastructures, but also on workplace benefits and retirement planning, student loans and other debt management, education funding, estate planning, all types of insurance and real estate needs - focusing on clients’ financial behavior and goal-setting objectives and providing an extensive personal finance education with various professional investment management and advisory solutions available to anyone, all with no minimum balance required.

In addition, Anglia Advisors 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 is also a Certified Divorce Financial Analyst (CDFA®), and Anglia Advisors offers help, advice and project work on post-divorce planning for individuals just coming out of the process and who may 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.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Personal finance consulting
  • Investment management
  • Foreign nationals in the US
  • Post-divorce planning
  • Saving and investing for retirement
  • Estate planning
  • Evidence-based philosophy

Ideal Clients

  • Younger professional individuals and couples
  • Growing families, new parents, single parents
  • Suddenly single individuals aged below 45
  • Foreign nationals living and working in the US
  • Employers with a high foreign national headcount
  • Employers wishing to offer personal finance consulting services to their employees

Working Together

  • Available Per Hour project engagements
  • Available low-cost , high quality investment management with no minimum
  • Dimensional Fund Advisors (DFA) investments
  • Available one-time, Single Session consultations
  • Special Foreign National Consultation
  • Available Monthly Membership (subscription)
  • No commitment, no fee initial discovery consultation

Professional Designations & Affiliations

  • Certified Financial Planner (CFP)
    Simon Brady is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

  • National Association of Personal Financial Advisors (NAPFA)
    Simon Brady is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • Dimensional Funds
    Anglia Advisors is an Approved Dimensional Funds Advisor

    Dimensional Fund Advisors is a leading global investment firm that has been translating academic research into practical investment solutions since 1981. Guided by a strong belief in markets, the firm builds and implements strategies to help clients pursue higher expected returns. An enduring philosophy, strong client commitment, and deep working relationships with the academic community underpin Dimensional’s approach to investing and form the foundation for new strategies.

  • Divorce Financial Analyst
    Simon Brady is a Certified Divorce Financial Analyst® (CDFA®)

    A CDFA® professional is a financial professional skilled at analyzing data and providing expertise on the financial issues of divorce. The role of the CDFA® professional is to assist the client and his or her attorney to understand how the decisions he or she makes today will impact the client’s financial future. A CDFA® can take on many roles in the divorce process: Financial Expertise and Strategy, Data Collection and Analysis, Expert Presenter and Litigation Support. In some cases, CDFA® professionals are called upon to act as expert witnesses in court or in mediation proceedings.

Contact Simon Brady

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Office Locations:

  • 360 W 31st St
    New York, NY 10001

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