BALVINDER SOHI
INDEPENDENT FINANCIAL PLANNER
JOINED BURLINGTON IN 2010
Balvinder has over 10 years of experience in providing impartial Fee-Based Financial Planning advice both in the private client and corporate arena. His client-centric approach has allowed him to attain the privilege of being regarded as a “trusted adviser” for many of his clients over this period.
He graduated with a degree in Economics and then decided to extend his academic career by studying for a Master’s of Science in Business Finance at Brunel University. Fresh out of university he took up his career in financial services, within the wealth management division of The National Westminster Bank, as a trainee financial planning manager. Gaining an “educational experience” as to the workings of a tied banking environment, Balvinder then decided to progress his career by becoming an Independent Financial Adviser (IFA) with a well-established city-based IFA firm.
His main area of expertise is helping clients construct a robust strategic financial plan that allows them to fulfill their lifetime time planning objectives and provides a mechanism for clients to structure, manage and review their financial affairs in an informed manner. Balvinder also has extensive knowledge/experience of dealing with corporate clients and their constituent staff – at all levels. Balvinder has also obtained a number of examinations at an advanced level in Financial Services disciplines since embarking on his career and is working towards gaining a Chartered Financial Planner status.
Balvinder is married with two young sons and lives with his family in a small village in south Buckinghamshire. Outside of work he describes himself as an “armchair” football fan and has been following his beloved Arsenal FC for over 20 years and has collected an interesting array of Arsenal memorabilia over the years including a match day program when Brazil played the mighty Arsenal in 1961!
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