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 New York.

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 early 20s to mid-40s who he realized in fact have a greater frequency of life events generating a need for even more personal finance advice than that of the traditionally more heavily-served generation of the pre-retiree and retiring/retired Baby Boomers.

The first thing to do was to complete the exhaustive education and pass the challenging designation exams to become qualified as a CERTIFIED FINANCIAL PLANNER™ professional (CFP®). Next, 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.

The mission of the firm was to make affordable, fiduciary, high quality personal finance consulting and investment management services available, regardless of asset level, to that under-served community of younger professionals in their early 20s to mid 40s, including "suddenly single" individuals recently emerging from divorce/widowhood and foreign nationals living and working in the US on visas or green cards.

Now Simon personally works with these younger professional clients advising not only on their investment and saving 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.

The firm has also partnered with TRUST & WILL to provide high quality direct estate planning services to our clients at extremely competitive prices. It also works with small companies to give presentations or providing ongoing personal finance expertise to employees.

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 premature widowhood and likely in need of serious professional attention with their finances (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.

All planning is conducted on an hourly or single session basis.