Simon is a CERTIFIED FINANCIAL PLANNER™, originally from the UK. He has extensive experience as a financial professional in London and on Wall Street and also worked as a financial advisor at the United Nations. He is 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. He specializes in working with families and professionals who are looking to build, secure and protect their financial futures. He is also passionate about financial literacy and education. Simon and Anglia Advisors are proud to partner with University College Advisors and help clients avoid common pitfalls and navigate the sometimes complex world of college planning/financing strategies, asset allocation, financial aid, management of student loan debt and more.
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