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Meet Sophia Bhatti

Don’t leave your legacy behind. Live it!

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.”

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.

The International Society of Female Professionals featured Sophia and recognised her as an Honoured Member in May 2020. In May 2019, Sophia was featured in Which Financial Adviser UAE, a website dedicated to qualified financial advisors from regulated businesses within the United Arab Emirates.

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.

The International Society of Female Professionals featured Sophia and recognised her as an Honoured Member in May 2020. In May 2019, Sophia was featured in Which Financial Adviser UAE, a website dedicated to qualified financial advisors from regulated businesses within the United Arab Emirates.

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.

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.

Discover

Education, Awards and Recognition

01

Education

Yale School of Management
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

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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

International Society of Female Professionals
Honoured Member
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WhichFinancialAdviser.com
Featured Financial Adviser, UAE
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Visual Lifestyle Cashflow Planner

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.

As the accumulation of wealth has no real value unless we exchange it for something, a lifestyle cashflow plan allows us to take a deep dive into our long term financial future. Such careful planning can help ensure we will have adequate money to meet our lifestyle needs – or as John Whitehead of Wimbledon Wealth says: ‘It enables us to get busy living!’
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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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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.