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Game ∙ Set ∙ Advice

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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Join the growing community of over 1,500 individuals who have partnered with Wimbledon Wealth to unlock tailored asset strategies that maximize their financial potential. Experience proven methods that empower you to live life to the fullest.
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What Matters

Why estate planning matters for UAE expats

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.

my story

“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.”

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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Services Offered

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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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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.

    testimonials

    Hear what our clients have to say about Wimbledon Wealth

    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.

    Keith Sykes

    British Section, Lycée International
    I've known Sophia since 2019. I've had the pleasure of delivering training sessions for various advanced Financial Planning units and qualifications on her route to Chartered status, and she's demonstrated to me on several occasions that her clients are at the very heart of everything she does. An ethical, highly competent financial professional, and I can't recommend her enough. If you're based out in Dubai (or anywhere else in the world, come to think of it) and you need sound, ethical financial advice, look no further. Get in touch with Sophia today.

    Michaela Pashley

    Managing Director of PFE | Financial Adviser
    My experience working with Investment / Wealth Advisors in the past was not the best one. There would always be pressure to make a rapid decision, and not always transparency was provided. Sophia is different! She brings standards up and is a real expert! Sophia walked me through the decision journey while providing me with the required information, time, and extreme professionalism. She was empathetic and patient and as a woman working with a woman, I could feel she cared about me. This was invaluable. I can strongly recommend Sophia. Thank you, Sophia!

    Krystyna Litwa

    Partnering with leaders and their teams to LEVEL UP
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    Latest social media updates

    With our extensive experience in the field, we believe that a clear and open approach to social media updates is essential. This strategy not only enhances communication but also fosters trust and engagement. By providing straightforward updates, we help our clients make informed decisions and feel confident in their interactions with us.
    Connect

    Free consultation

    Phone
    +971 50 102 7966

    Mail
    info@wimbledonwealth.com

    Address
    Office 702 Al Habtoor Business
    Tower Dubai Marina Dubai, UAE

    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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