Simon is a CERTIFIED FINANCIAL PLANNER™, originally from the UK. He has extensive experience on Wall Street and worked as a financial advisor at the United Nations, but is now the founder and principal of Anglia Advisors, a New York Registered Investment Advisor (RIA) firm in Manhattan that provides personal finance and investment management solutions by means of a unique, interactive financial planning process.
His particular specialty areas are younger individuals looking to build, secure and protect their personal financial futures as well as foreign nationals either already located in the US or preparing to relocate here and the particular planning and relocation issues they face. The firm also offers professional investment management with no minimum asset level.
