BALVINDER SOHI
Independent Financial Planner
JOINED BURLINGTON IN 2010
Balvinder has provided independent, fee-based financial planning advice to private and corporate clients since 2006. He has built long-standing relationships through trust, integrity and advice centred on each client’s objectives.
After completing a degree in Economics and a Master’s degree in Business Finance at Brunel University, Balvinder began his career in NatWest’s Wealth Management division. He later moved into independent advice and joined Burlington in 2010.
Balvinder helps clients create robust long-term plans that bring clarity and confidence to retirement, wealth preservation, family support and other complex financial decisions. He also has extensive experience advising corporate clients and employees at every level. He has completed a number of advanced qualifications and continues to work towards Chartered Financial Planner status
Personal profile
Outside work, you’ll usually find me…
Working my second full-time job as chief supporter, coach and taxi driver to my two teenage sons, ferrying them between football and rugby. Otherwise, I am probably following Arsenal.
Something people may not know about me…
Despite being 6 ft 5 in tall, I have a genuine fear of heights!
My ideal weekend would be…
Watching Arsenal at the Emirates, followed by good food and a few drinks with family or friends — ideally at Permit Room on Portobello Road.
Favourite film, book or podcast…
Nudge by Richard Thaler and Cass Sunstein. Its insights into behavioural economics are highly relevant to helping clients make confident long-term decisions.
Best piece of advice I’ve ever received…
“Stay true to your principles, whatever challenges life puts in front of you.”
What I enjoy most about working with clients…
Helping clients answer: “What is all of this wealth actually for?” I enjoy turning uncertainty into a robust, meaningful plan that helps people use their resources with purpose.
Our Team
Senior Management
Financial Planners
Mortgage Advisers
Client Service Support