Testimonials

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.

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.

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.

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.

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.

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! 🙂

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.

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.

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!

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.

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.

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!

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).

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!

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

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.

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!

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.

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.

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.

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

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.

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.

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!

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.

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.

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.

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.

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.

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!

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!

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.

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.

Sophia is a consummate professional. Her knowledge of wealth management is second to none; she is proactive and accessible. I have and will continue to recommend Wimbledon Wealth to my clients.

I’ve enjoyed working with Wimbledon Wealth as they are very diligent and thorough. They are always patient in reviewing my situation and provided clear suggestions that supported my goals. I would highly recommend Wimbledon Wealth to others.

Sophia and her team at Wimbledon Wealth have been advising me on various financial products, and I’ve been really impressed. Sophia is approachable and keeps things simple. I highly recommend Sophia and Wimbledon Wealth.

Sophia & Wimbledon Wealth is the real deal. Knowledge, authenticity and empathy in a wealth advisor is priceless. In a crowded market she & her team stands out and I recommend booking Wimbledon Wealth in before it becomes impossible.

Wimbledon Wealth is professional, responsive, and committed to ensuring their clients are confident in their investment decisions. They go above and beyond, even offering a ‘Finance Crash Course 101’ to break down complex financial concepts and confusing administration details into clear and easy terms.

Wimbledon Wealth have helped me with a few investments and insurance plans. I found Sophia and her team at Wimbledon Wealth to be extremely helpful, informative, and professional. Thanks Sophia & Wimbledon Wealth for your help.

I have met a number of Sophia’s clients to prepare their Wills and other estate planning and as a result have an in-depth knowledge of the care and attention that she makes in her recommendations. It is obvious that Sophia is taking a holistic view of each family situation and then recommending an investment, or a course of action individually tailored to that situation. Sophia & her team at Wimbledon Wealth is very up to date with new legislation and is thoroughly recommended.