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What Matters

An Honest Approach
Our combined decades’ experience tells us that a simple, straightforward, and transparent approach works best. The merit and effectiveness of clear direction and control are immense. Together, they shape good judgement and confident decision-making. Most importantly, it empowers our clients.

Lifelong Connections and Relationships

Living Life to the Fullest


My Story
Meet Sophia Bhatti
Real-world insights gleaned from years in management positions at major financial institutions, including Barclays, HSBC, and Lloyds Private Bank, have been instrumental in refining her strategic, process-driven approach to investment tailored to each client’s unique preferences and priorities. Sophia also founded and served as Director of Wimbledon Wealth, a wealth management firm headquartered in London that provided bespoke wealth management advice to private and corporate clients.
My Story
Meet Sophia Bhatti
Real-world insights gleaned from years in management positions at major financial institutions, including Barclays, HSBC, and Lloyds Private Bank, have been instrumental in refining her strategic, process-driven approach to investment tailored to each client’s unique preferences and priorities. Sophia also founded and served as Director of Wimbledon Wealth, a wealth management firm headquartered in London that provided bespoke wealth management advice to private and corporate clients.


Meet My Team

Jocelyn Encinares

John Whitehead

Helen Grant
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Services Offered
01
Private Client Advisory
Sophia’s private client enjoys discrete, confidential, and personalised investment and insurance services. Whether they wish to accumulate wealth or enjoy it after retirement, private clients receive accurate advice to help administer and protect everything they’ve been working for.
02
Inheritance Tax Planning
During the planning process, Sophia assesses clients’ personal and financial goals and analyses the impact of tax laws. She then designs and delivers a bespoke strategy that will ensure the successful implementation of client goals.
03
Trust Planning & Advice
Sophia administers and manages trust accounts, each individually invested to maximise the benefits for trust beneficiaries, all whilst observing and adhering to the trust’s objectives and applicable laws.
04
Medical Insurance for Corporations
All employees look forward to generous medical coverage as part of the benefits package provided by their organisations. Many medical insurance solutions are available to fit your organisation’s budget and keep your staff satisfied, and Sophia can assist you in selecting the right one for your requirements.

Testimonials
Hear what our clients have to say about Wimbledon Wealth
Let’s Get in Touch!
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