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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

Priyanka Obediah

Finance and HR Executive
Priyanka is the Finance and HR Executive at Wimbledon Wealth. With over 13 years in the UAE, Priyanka served as Accounts and Admin Manager for 11 years, overseeing financial operations and ensuring compliance. She managed key accounting functions, prepared annual financial statements, and coordinated audits. She led diverse teams encompassing finance, HR, and administration.
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Daniel Lee

Wealth Manager
Daniel has been in the wealth management industry for nearly 7 years. He studied Industrial Economics at the University of Nottingham achieving a BSc. Having previously worked at the largest wealth management company in the UK, St. James’s Place. Dan fell in love with the world of wealth management as he saw it as a way of helping people achieve their dreams and financial freedom. His skills are in bespoke investment planning, risk mitigation and cash flow modelling.

Jack Tupper

Financial Security Adviser

Jack is an experienced IT Specialist with a demonstrated history of working in Cyber Security.

He joined the Wimbledon Wealth team to provide specialist Cyber Security Solutions designed to protect financial data.

Anna Monica Lingat

Administration Executive
Anna joined Wimbledon Wealth as an Administration Executive, bringing with her a wealth of knowledge and expertise in the insurance industry as a professional with over five years of experience in insurance specializing in the dynamic landscape of the UAE. Her role revolves around ensuring seamless operations and providing vital support to our team, enabling us to deliver unparalleled service to our esteemed clients.
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Discover

Services Offered

01

Investment Strategies

We understand that your financial journey is as unique as you are. This is why we take the time to create an investment strategy to align with your specific financial goals, risk tolerance, and time horizon.

02

Retirement Planning

Our expert retirement planning services help you envision, plan for, and achieve your retirement dreams. From estimating future income needs to crafting a sustainable withdrawal strategy, we ensure you’re well-prepared for the future.

03

Pension Consolidation

Managing multiple pension schemes can be complex and time-consuming. We aim to simplify this process by offering a pension consolidation services that streamline your retirement savings into a single, cohesive plan.

04

Insurance Planning

Protecting your financial future requires more than just savings and investments; it necessitates comprehensive insurance planning. Whether you are an individual or a business owner we have the right solutions for you.

05

Alternative Investment Strategies

For those seeking to diversify their portfolios and explore non-traditional investment opportunities, we offer expert guidance in alternative investment strategies.

06

Cash Flow Modelling

Understanding and managing your cash flow is crucial for long-term financial success. At Wimbledon Wealth, we offer advanced cash flow modelling services that provides you clarity and transparency on your financial future.
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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.

Insight

Wimbledon Wealth Report

Wimbledon Wealth, led by founder Sophia Bhatti, stands as an exemplar in the realm of wealth and asset management. With a suite of comprehensive services aimed at individual and corporate clients, the firm’s bespoke, process-driven approach to financial planning and investment has distinguished it as a leading authority in its industry.

A cornerstone of Wimbledon Wealth’s operational philosophy is transparency and simplicity. Stemming from decades of collective experience, the firm’s honest, straightforward approach not only clarifies the often esoteric concepts in the financial realm but also engenders client trust. The team at Wimbledon Wealth champions a set of core values—honesty, personal responsibility, transparency, reliability, respect, community, and cheerful rigour—that resonate in their high-quality counsel and unwavering responsiveness.

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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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