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.

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.

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.