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Baljeet Lota

Regional Director


Baljeet holds the Diploma in Financial Planning from the Chartered Insurance of Institute.


Baljeet has worked in financial services since 1987, previously working in banking. Baljeet joined the Throgmorton team in 2012.


Baljeet specialises in wealth management, mainly concentrating on clients who are near to retirement or who have already retired. He enables clients to generate income through pensions and investments and helps them with tax planning. Baljeet prides himself on the care and service that he provides to his clients and understands that once clients have built up wealth they may not have the capacity to do so again, so it is very important to ensure they have a sound financial plan for the future.


In his spare time Baljeet enjoys watching Formula 1 and also dabbles in the odd bit of carpentry. Baljeet is married with children.

Contact Baljeet at Hounslow Office


Phone: 0800 0321419