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Simple. Comprehensive. Sound.

With Wimbledon Wealth, discover bespoke asset strategies designed to help your wealth reach its full potential. We concentrate on proven methods with outcomes that ensure you can live life to its fullest.
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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

The Wimbledon Wealth team champions honesty, personal responsibility, transparency, reliability, respect, community, and cheerful rigour. Our high-quality counsel, investment management, and unwavering responsiveness mean clients never feel unheeded. We aspire to change our clients’ quality of life, which drives what we do and how we do it.

Living Life to the Fullest

Our team understands how daunting and overwhelming wealth and asset management services can feel. At Wimbledon Wealth, we insist on simple yet comprehensive solutions, continuing education, and transparency in our practice. This empowers our clients and allows them to prosper, thrive, and live life to the fullest.
“With years of deep and diverse experience in insurance and investment management, Wimbledon Wealth is the place people look to for financial advice and guidance.”

My Story

Meet Sophia Bhatti

As founder of Wimbledon Wealth, Sophia Bhatti believes her clients deserve a long-term relationship with a capable, proven, and trusted advisor.

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.

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My Story

Meet Sophia Bhatti

As founder of Wimbledon Wealth, Sophia Bhatti believes her clients deserve a long-term relationship with a capable, proven, and trusted advisor.

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.

“With years of deep and diverse experience in insurance and investment management, Wimbledon Wealth is the place people look to for financial advice and guidance.”
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Who We Are

Meet My Team

Jocelyn Encinares

Administration Manager
Dedicated and focused secretary / Administrative officer who excel at prioritizing, completing multiple tasks simultaneously and following through to achieve project goals.

John Whitehead

Specialist Cashflow Manager
Former Head of Cashflow delivery at one of the largest, privately owned IFAs in the UK, John now helps our clients identify, track and ultimately illustrate key lifestyle and financial decisions to illustrate what impact those decisions may have on their future plans and aspirations.

Helen Grant

Executive Assistant
Highly experienced Executive Assistant and Office Manager, originally from Cardiff but based in Dubai for the last 7 and a half years with her husband and daughter. A born organiser with a great eye for detail.

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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.

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Testimonials

Hear what our clients have to say about Wimbledon Wealth

Keith Sykes | British Section, Lycée International

Sophia has helped us navigate the world of financial investment for the first time. We had no experience, knowledge or understanding of financial investments over and above a savings account. Sophia has been incredibly helpful and patient. Her explanations have been clear, open and honest. She has great experience and knowledge that is incredibly reassuring. More importantly, her friendly and personable approach, her accessibility and responsiveness and her continued support has helped us to become confident and profitable investors. I would recommend her to anyone in a similar position.

Lee Johnston | Omère Longevity Institute

With trust being a huge part of the work Sophia does, it is a huge relief to find and work with someone like Sophia who you can trust. She has provided honest advise, support and found fantastic options for my family and I relating to investments, savings and insurance. Would and have recommend Sophia to anyone who is looking for assistance in this space.

Phil Bedford | Asentiv Worldwide

After 21 years in the MIddle East I have finally found someone who can help me across my full portfolio, a true Wealth Advisor. The challenge for most of us, is that advice in this sector is vital but we just don't know who to trust. If like me, you are a bit lost in your financial future then Sophia is a safe port in a storm.

Contact

Let’s Get in Touch!

Thank you for your interest in Wimbledon Wealth. Please submit the completed form so we can direct you to the right person.

For a free consultation, kindly complete our questionnaire, and a representative from Wimbledon Wealth will contact you.

All fields must be completed to enable us to prepare adequately. Thank you for your time and consideration.

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