Services Offered
Wimbledon Wealth will help you invest today for your tomorrow.
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What We Offer

Private Client Advisory
Sophia’s private client enjoys discrete, confidential, and personalised investment and insurance services. Whether they wish to accumulate wealth or enjoy it after retirement, private clients receive accurate advice to help administer and protect everything they’ve been working for.

Inheritance Tax Planning
During the planning process, Sophia assesses clients’ personal and financial goals and analyses the impact of tax laws. She then designs and delivers a bespoke strategy that will ensure the successful implementation of client goals.

Pensions
Sophia can help design, implement, and maintain a UK compliant and first-rate retirement program for any organisation. Why not work with Sophia, and together we’ll help meet the needs of your employees?

Trust Planning & Advice
Sophia administers and manages trust accounts, each individually invested to maximise the benefits for trust beneficiaries, all whilst observing and adhering to the trust’s objectives and applicable laws.

Investment Portfolio Management

Pension Transfers

Financial Advice

Insurance
