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.

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Education, Awards and Recognition

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

Volunteer Experience

Ambassador & President Wimbledon chapter
BNI UK & Ireland

Vice President
BNI United Arab Emirates

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

Honors & Awards

International Society of Female Professionals
Honoured Member
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WhichFinancialAdviser.com
Featured Financial Adviser, UAE
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Global CEO Excellence Awards
Private Client Advisory Founder of the Year 2024
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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!’

Who We Are

Meet My Team

Sanjay Dabur

Chief Operating Officer

Sanjay Dabur is a seasoned leader with extensive experience in senior management roles across large companies and startups. As the Founder of Sharaf DG Energy, he spearheaded financing for solar projects in the Middle East, with a focus on financial planning for both commercial and residential energy initiatives.

His influential positions at organizations such as The Greater Change, Enact Systems USA, GS LLC, and SSGM have led to transformative projects that reshaped the energy and consumer electronics landscapes. With a strong emphasis on innovation and operational excellence, Sanjay is committed to driving sustainable growth and delivering impactful results in financial practices.

Cailum Leech

Executive Assistant to CEO

Cailum brings extensive administration and operational experience to Wimbledon Wealth having held positions in finance, professional sport and medical environments, spanning two decades.

His role at Wimbledon Wealth revolves around providing support to Founder and CEO Sophia Bhatti, being a reliable point of contact for clients and ensuring a smooth operation.

With his administration and operational background in the UK and UAE, he has comprehensive knowledge and experience to ensure the team at Wimbledon Wealth can focus on employing their expertise to provide the highest quality service to our highly valued clients.

John Whitehead

Cashflow Modelling Specialist

John’s passion for Cashflow Modelling is both inspiring and transformative. John excels at simplifying complex financial data into visual insights, helping clients see possibilities they hadn’t considered—whether it’s achieving dreams like a luxury trip or navigating life changes.

His ability to reframe financial challenges into opportunities has made him an advocate for integrating Cashflow Modelling into annual reviews, ensuring plans adapt seamlessly to changing circumstances. With John’s expertise, financial clarity becomes accessible to everyone, regardless of background.

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.

Matthew Hunt

Chartered MCSI Wealth Manager

Matt is a Chartered Wealth Manager who has over a decade of experience working for two of the UK’s largest banks in Natwest and Rathbones prior to relocating to Dubai.

As a financial advisor, Matt believes in building strong, lasting relationships with clients, getting to know what really matters to them, and supporting their long-term financial goals. His approach is all about trust, transparency, and working together to make sure their financial future is secure and aligned with their values.

Matt is recognised as a Member of the Chartered Institute for Securities & Investment (CISI), having completed the Chartered Wealth Manager qualification. His knowledge of investment products is further supported through the completion of the Investment Advice Diploma and the Investment Operations Certificate, both administered by the CISI.

Valish Aliyev

Associate Wealth Manager

For Valish, wealth management isn’t just about protecting assets; it’s about building opportunities that change the game for his clients.

By working alongside senior partners, he learned to navigate the nuances of high-level decision-making with precision and care. In an industry where big promises often take centre stage, Valish stands apart by offering clarity, trust, and results that matter. His mission is simple: balance calculated risk with long term security to help clients build a legacy that goes beyond wealth and inspires confidence at every step.

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.

Her background in insurance equips her with a deep understanding of market dynamics, regulatory frameworks, and client needs. She is passionate about leveraging this knowledge to contribute meaningfully to Wimbledon Wealth’s mission of providing comprehensive financial solutions tailored to each client’s unique requirements.

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.

Ashley Spittal

Regional Manager, Travel Retail EMEA & APAC

When looking for an advisor in Dubai, Sophia was not only highly recommended by others but also ticked all the boxes in terms of what I needed. She took into consideration my past experience and ensured I was comfortable with what she felt was right for me. Would absolutely recommend a chat with her for any of your financial needs.

Shruti Brockett

Head of Risk - MEA at Clyde & Co | Risk Management

Sophia has been a Godsend. Her expertise, knowledge, attention to detail and organised, methodical approach has meant we are in better financial shape than ever before. Her advice is always tailored, and she does not take a cookie-cutter approach, always ensuring she is considering and recommending the best options out there. I have recommended her to friends and family without hesitation.

Parik Shah

Relationship Manager at Moody's

Sophia is a dream to work with. She explained everything very well after looking at my finances and gave me options to choose from to make the most out of my savings. I feel confident and comfortable with her advice when making decisions and this is very much appreciated. Would highly recommend her to anyone looking for a Financial Advisor!

Jeffrey Avinu

Managing Director

I had a meeting with Sophia after I became a member of an organisation which she was a member. During my first face to face meeting with her, she took me through the nature of her work and carefully explained things to me. Even though, I have had several conversations with other professionals in her field, she was exceptional in what she does. After telling her my plans, she was able to recommend an investment plan which I signed up to during our 2 hours meeting. Honestly, this is the first time I have taking an investment decision on the spot without having to ponder much about it. The returns will be half of the tuition fees for my son's secondary school education in 2026. I will highly recommend Sophia and her services for people who are in a dilemma with regards to investment or financial planning.

Tom Lewis

Founder & CEO @ Metastat

Wouldn't work with anyone else for wealth management. Sophia and her team are the best in the business in Dubai offering very clear and concise advice with your personal situation and financial goals in mind. If you are looking for someone to help with financial planning Wimbledon Wealth is your place to go! 🙂

Dr. Anup

Specialist Plastic Surgeon

I have been using Sophia’s wealth management services for more than a year now and am extremely satisfied with her planning & wealth management. She does regular check ins about what is being done. I would highly recommend Sophia and Wimbledon wealth to anyone looking for investments, be it small or big amount, short term or long term.

Cathal Gallagher

Coach & Head of Software Development @ AiFlux | Delivering Digital Transformation

Initially I heard Sophia at talk, and she showed a strong expertise on the topic. We then had a number of conversations where she understood my situation and devised a solution to suit my needs. It has been great working with her and hope to continue to do so.

Noura

Finance Business Partner| Corporate Finance | Investment & Strategy | Drive finance & Business performance into competitive advantages through vision and leadership

I highly recommend working with Sophia as your wealth management consultant. She has a deep understanding of financial wellness and empowerment, and her expertise in this area is truly remarkable. Her dedication, knowledge, and personalized approach make her an invaluable asset. With Sophia by your side, you can trust that your financial well-being is in safe hands. I can't recommend her enough!

Anthony Ellis MRICS

Precinct Development | Infrastructure | Major Projects

Sophia and the Wimbledon Wealth team helps guide the investor through the myriad of financial platforms available to de-risk and maximise your financial performance.

Ross Gilmour

Dubai’s Original Physique Coach

Sophia helped my wife and I get crystal clear on our long-term investment strategy. She made the process hassle-free and easy to execute any essential tasks. She checks in far more often than any other previous financial advisors and stays on top of market movements & trends. She's helping our money to go so much further than we had anticipated. Whether it's a short or long-term strategy for prudent investing, Sophia will ensure you feel confident with the direction you choose to take. I've already recommended friends and clients her way. If you're at all interested in getting the most from your investments, I suggest you do the same.

Dr. Heike Lieb-Wilson

CEO & Founder | Senior Consultant (C-Suite) | Startup & Business Advisor | President of Rotary Club Eco Dubai

I recently had the pleasure of meeting with Sophia Bhatti MSc, DipPFS®, Chartered MCSI® from Wimbledon Wealth and I can't express enough how thrilled I am about the experience. Sophia is an incredible #wealthmanagement expert with an impressive knowledge of #sustainableinvesting, but what really made the difference for me was her kind and attentive personality. Sophia took the time to get to know me and my unique situation, including my goals and concerns, and crafted a bespoke wealth management solution that not only protects and grows my wealth, but also considers my long-term aspirations. As a single mother, I was especially grateful for Sophia's advice on how to secure my estate for my children's future and minimize taxation costs. What really impressed me about Sophia was her thoughtful approach to risk management. While providing excellent investment ideas, she also prioritized the security of my finances and ensured that I wouldn't take on too much risk. Her level of care and attention is truly exceptional, and I feel much more confident about my financial future after meeting with her. I highly recommend Sophia and Wimbledon Wealth for anyone looking for a personalized, effective wealth management solution. Thank you, Sophia, for an incredible meeting and for your dedication to helping people achieve their financial goals!

Craig Barnard

CEO

Sophia has changed my investment life; I now have a clear direction and see fantastic returns on income. Sophia always has a structured plan in place whenever I see her with a potential investment (first-class operator).

Michelle France

Co-founder of Strategic Business Connect

My husband and I have successfully worked with Sophia for two years now. Sophia combines her incredible industry knowledge with outstanding listening skills which means her financial advice to us was carefully considered and expertly tailored to our specific needs. We are delighted with her service and remain very happy clients!

Noor Maki

Award-Winning General Counsel

Professional and trustworthy, understood and arranged exactly what I as a client needed in terms of investment and future planning.

Lee Johnston

Real Estate | Relationship Builder

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 advice, support and found fantastic options for my family and I relating to investments, savings, and insurance. Would and have recommended Sophia to anyone who is looking for assistance in this space.

Krystyna Litwa

Partnering with leaders and their teams to LEVEL UP

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!

Kelly Jenkins

Placing Middle East entities front and centre on the global stage

I've known Sophia for a few years now. As an independent advisor, what always strikes me is not only her professionalism and huge personability, but her advice is 100% centered around what’s best for the individual - not what product 'she's been told to push' - very rare here and a breath of fresh air. Trust is a huge thing, and I’ve trusted Sofia not only with my matters but also recommended her to others – which I’d be more than happy to continue to do.

Michaela Pashley

Managing Director of PFE | Financial Adviser

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.

Phil Bedford

Master Franchisee UAE and GCC, Business Consultant, Coach and Master Trainer

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.

Timothy Fare-Matthews

British UAE Film Maker | Partner & Managing Director at First and Ten Productions

Excellent advisor; got a lot of value from our consultation. Super friendly and really refreshing to meet someone who obviously cares about her clients.

Mithun Menon

Underwriter at National General Insurance

It was a gratifying experience working with Sophia and to get to know her. Intelligent, friendly, competitive, and someone who consistently strives for perfection. I highly recommend Sophia and wish her all the best.

Michelle Strydom

CEO - The SMG Group

I had the pleasure of working with Sophia in concluding my financial requirements. I found Sophia to be extremely professional in her dealings. She has a sense of urgency to know when to accelerate closing things out that matter and reliable to get the job done. I would recommend her to other business professionals who are looking for a reliable financial partner.

Dr. Eva W.

Southampton Business School Advisory Board Chair

Sophia is a well-experienced Finance professional equipped with business acumen. From the first moment there was trust between us, hence I was sure she is the perfect choice for dealing with my finances. I do recommend to anyone who wants to have a peace of mind money wise!

Jane Norfolk

Bodycare Specialist at Publix Super Markets

I have not only had the pleasure of working with Sophia, but I am also one of her grateful clients. She took over the investment of my pension that had been handled very badly and turned it around. Her experience and expertise are excellent. She knows exactly what to do. Not only does she look at it from a business point of view, but she also looks at your investments as if they were her own. I would highly recommend.

David Stephens

Head Of Airport Operations Control Centre (AOCC)

Sophia is extremely professional in what she does and ensures her clients are kept up to date at all times with constructive, effective feedback and advice. I thoroughly recommend her and her company to assist and guide you through financial advice and place significant trust in them to get the best for you.

Landysh Yanborisova

Head of Pre-Sales and Implementation at Ryedale | FinTech | Product Marketing

Sophia came across as a brilliant specialist in her field. She is always thorough in all the projects she is working on, very professional, and makes sure everything is clear and the smallest details are taken care of.

Vivek Chaphekar

Independent Contractor

Sophia has provided invaluable advice on the consolidation of my pension plans and great insight on the correct approach to sensible investment planning. I would highly recommend her and have found the relationship very valuable.

Peter Brown

Senior Director of Engineering, Splunk - Data Platform

I've been a client of Wimbledon Wealth’s for many years now. They are an absolute pleasure to work with, providing very prompt support and guidance. Most importantly, their recommendations have been very successful and I'm very pleased with all the investments we have made. For example, turning a couple of my old pension pots that had been stagnating into something that is really producing some great returns. Looking forward to working with them for many years to come.

Kelpesh Patel

Country Manager UK, Oman Air

Wimbledon Wealth took the time to look into my personal finances and circumstances and provided a solution. I would definitely recommend them to anyone looking for investment and pension assistance!

Ben Wilson

Personal Trainer, Battersea, London

Wimbledon Wealth is a top-tier financial advisory firm. They have made excellent investments for me and my family. They explain wealth management very well and created a portfolio that fits my needs and personality. I will continue using their services and feel confident having them manage my financial security. Thanks, Sophia & Wimbledon Wealth!

Rowan Thompson

Director, Kair Sorbus Ltd

Wimbledon Wealth takes the time to consider individual circumstances and needs, providing suggestions for products that are helpful rather than offering a "one size fits all" approach. I would recommend them to anyone seeking financial advice.

Eyeedul Haque

Founder, My Property Consultant

I’ve worked with Wimbledon wealth for over the last couple of years and have referred mutual clients to them. They are very thorough, polite, professional, and a pleasure to work with.

Rosa Bullock

Founder & CEO at SOCIATE Communications

I highly recommend Sophia and her company Wimbledon Wealth for their excellent service in purchasing critical illness and life insurance. Her team provided swift communication and expert guidance, ensuring I fully understood my coverage options. I was filled with confidence in my decisions. The thoroughness of their policies impressed me, offering comprehensive coverage for critical illnesses and financial security for my little one. Throughout the process, Wimbledon Wealth kept me informed and promptly addressed any concerns. I am incredibly satisfied with their services and wholeheartedly recommend them to anyone in need of reliable and trustworthy solutions.

Malcolm Taylor

Engineer

Sophia is a godsend! I have been working with Wimbledon Wealth for 2 years now, and they have always been professional, knowledgeable, and hard-working. But more than that they take the time to explain what they’re doing and why. As a father of two small children, it’s invaluable that they take the time to explain what they’re doing and why. They helped consolidate my various pensions into a clear and concise plan without confusing the issue with jargon. I would totally recommend Wimbledon Wealth to anyone.

Lumardt Groeneveld

PLM Business Solutions Consultant

Wimbledon Wealth has been instrumental in helping me understand and become aware of the options available to me as an expat. Since moving to the UAE, taking advantage of my 'tax-free' environment was a major priority. Wimbledon Wealth has not only helped me decide where and how to invest, but also how much and for how long. Having a financial advisor, I can trust is very important to me, these are important decisions to make, and we don't always have all the info. With Wimbledon Wealth guiding me, I felt comfortable that I am making the best decision for my family’s future!