Meet Sophia Bhatti
Don’t leave your legacy behind. Live it!
“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.”
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.
Sophia Bhatti has proven to be one of the most sought-after financial leaders in the UAE, particularly throughout the expat community. She and her team of experts continue to encourage and advance clear and attainable financial goals, all whilst maintaining complete transparency.
Attentive and analytic, with an exceptional understanding of the full spectrum of financial markets, Sophia has received several industry recognitions.
With a postgraduate qualification from Brunel University in Finance & Investment and UK regulated operations, Sophia brings practical understanding and acumen to her sound investment and insurance advice that is 100% compliant with British industry standards. Along with her multiple Certifications and awards, she brings knowledge, expertise, and ethics, sometimes rare in the UAE’s financial advisory industry.
Sophia is passionate about giving back to her community and the world and is active in many local and global organisations. She currently serves as Chapter Vice-President of BNI, working to lead and develop member relations and establish an intensive network of senior professionals and business owners in Dubai. Previously, Sophia was Ambassador and President of the Wimbledon Chapter of BNI in the UK. She is also a member of the Rotary in Dubai and founder of Business Woman Network which is set up to provide a platform to help and support Senior women professionals and women business owners.
Sophia’s spotless reputation is the cornerstone of her business, built purely on referrals from her existing clients. Sophia ensures that her clients feel assured, offering around-the-clock online access to their accounts and a six-monthly valuation of their net worth. Hence, they are never uninformed about their finances.
Attentive and analytic, with an exceptional understanding of the full spectrum of financial markets, Sophia has received several industry recognitions.
With a postgraduate qualification from Brunel University in Finance & Investment and UK regulated operations, Sophia brings practical understanding and acumen to her sound investment and insurance advice that is 100% compliant with British industry standards. Along with her multiple Certifications and awards, she brings knowledge, expertise, and ethics, sometimes rare in the UAE’s financial advisory industry.
Sophia is passionate about giving back to her community and the world and is active in many local and global organisations. She currently serves as Chapter Vice-President of BNI, working to lead and develop member relations and establish an intensive network of senior professionals and business owners in Dubai. Previously, Sophia was Ambassador and President of the Wimbledon Chapter of BNI in the UK. She is also a member of the Rotary in Dubai and founder of Business Woman Network which is set up to provide a platform to help and support Senior women professionals and women business owners.
Sophia’s spotless reputation is the cornerstone of her business, built purely on referrals from her existing clients. Sophia ensures that her clients feel assured, offering around-the-clock online access to their accounts and a six-monthly valuation of their net worth. Hence, they are never uninformed about their finances.
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Education, Awards and Recognition
01
Education
Executive Education, Women’s Leadership Program
2020 – Present
Brunel University
BSc (Hons) Economics
Brunel University
Postgraduate Diploma in Finance and Investment, MSc Master’s degree
02
Volunteer Experience
Ambassador & President Wimbledon chapter
BNI UK & Ireland
Vice President
BNI United Arab Emirates
03
Licenses & Certifications
Asentiv Worldwide
Asentiv Pro Certified Networker III
Asentiv UAE
Asentiv Certified Coach & Trainer
Certified Freelance Trainer
London Institute of Banking & Finance (LIBF) MENA
04
Honors & Awards
Honoured Member
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WhichFinancialAdviser.com
Featured Financial Adviser, UAE
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What is a visual lifestyle cashflow plan and how does it help?
In its simplest form, our Visual Lifestyle Cashflow Plan illustrates how much money our clients will have available to spend at anyone time throughout their lives.
Meet My Team
Leandri Kapp
Legal Advisor
Leandri Is the Department head of legal, having a Master’s degree specializing in UAE estate planning she is a certified Wills Draftsman with expertise in DIFC and ADJD wills. Leandri’s dedication to her clients and a belief that going the extra mile should be the default has made her an Invaluable resource to the Wimbledon Wealth Team
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.
Jack Tupper
He joined the Wimbledon Wealth team to provide specialist Cyber Security Solutions designed to protect financial data.
Renata Sapazinskaite
Marketing and Operations Executive
Renata joined Wimbledon Wealth as an Operations and Marketing Executive with an impressive nine years of experience specializing in marketing and events planning within the financial industry. Her expertise extends across a range of strategic initiatives, showcasing her ability to navigate the dynamic landscape of financial institutions with finesse.
Testimonials