Client Portal Login
Go to Questionnaire

Services Offered

At Wimbledon Wealth, we believe that financial planning is more than just numbers – it’s about understanding your dreams, fears, and aspirations. We’re not just advisors; we’re your financial partners, committed to helping you navigate the complex world of finance with confidence and peace of mind.

Discover

What We Offer

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.

Whether you are looking to grow your wealth, generate income, or preserve your capital, we provide comprehensive solutions that are customised to meet your needs.

Our approach isn’t one-size-fits-all; it’s tailor-made for you. We leverage a diverse range of asset classes and investment vehicles, combining our in-depth market analysis with a keen understanding of your individual circumstances. The result? A dynamic portfolio that adapts to changing market conditions and your evolving goals.

Read More

Retirement Planning

We believe retirement should be a celebration of your life’s work, not a source of stress.

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.

Our holistic approach goes beyond simple savings advice. We provide comprehensive strategies that integrate pension plans, investment accounts, and existing state benefits, ensuring a seamless transition from your working years to retirement. And remember, our retirement planning isn’t a one-and-done deal; we’re with you every step of the way. We’ll review your plan at least annually, making adjustments as needed to navigate life’s financial transitions together.

Read More

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. A plan that aligns with your goals, your time horizon and attitude to risk.

Our pension consolidation services offer more than just simplicity; they provide enhanced control and flexibility over your retirement funds. By reviewing your previous workplace pension schemes with us, you benefit from a personalised strategy that maximizes growth potential, minimises fees, and aligns with your long-term retirement objectives.

Read More

Insurance Planning

Protecting your financial future requires more than just savings and investments; it necessitates comprehensive insurance planning. At Wimbledon Wealth, we provide bespoke insurance solutions that safeguard your assets, income, and loved ones against unforeseen events.

Whether you are an individual or a business owner we have the right solutions for you.

Our tailored insurance plans cover a wide range of needs, from life and health insurance to critical illness and income protection.

We take the time to understand who you are and who the important people in your life are, ensuring that you have the right coverage in place to protect your financial wellbeing.

Read More

Alternative Investment Strategies

For those seeking to diversify their portfolios and explore non-traditional investment opportunities, we offer expert guidance in alternative investment strategies. From real estate and private equity to hedge funds and commodities, we provide access to a broad spectrum of alternative assets that can enhance your portfolio’s performance and reduce your concentration risk.

Our alternative investment strategies are designed for discerning investors who seek to leverage unique market opportunities. We offer fixed-interest alternative investment strategies with some paying out 11% per annum of your original investment, providing a reliable income stream.

We provide thorough due diligence and access to investment opportunities that are typically not available to the average investor. This approach not only broadens your investment horizon but also aims to deliver diversified returns.

Read More

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. After analysing your income, expenses, and savings patterns, we help you make informed decisions and actions needed to be taken to avoid a shortfall in your later years.

Our sophisticated cash flow models go beyond basic budgeting. Our qualified financial advisers will provide you with a detailed actionable insight that allow you to plan for major life events, manage debt effectively, and optimize your savings strategy. Numbers may tell a story, but we help you write the narrative of your financial future.

Read More

Mortgage Services

Buying property in the UAE can be complex, especially for expats. Our mortgage service is designed to simplify the process, whether you’re buying a new home to live in or looking to refinance an existing property. We handle every step, from initial application to final approval, making it easier for you to secure a mortgage that fits your needs.
Read More