CEO MONTHLY Ι GLOBAL CEO EXCELLENCE AWARDS 2024 37 Private Client Advisory Founder of the Year 2024: Sophia Bhatti Wimbledon Wealth brings together cumulative decades of financial advisory experience. With the utmost transparency and a client-centric focus, the company provides bespoke financial advice for investment strategies, pension consolidation and retirement planning, insurance planning, and more. According to Sophia Bhatti’s vision for the company, this focuses not just on financial gain or accumulating wealth but on coming together to realise clients’ dreams. “At Wimbledon Wealth, we believe that financial planning is more than just numbers – it’s about understanding your dreams, dears, 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.” Sophia has grown the company with an emphasis on long-term relationships between clients and their advisors. Financial planning is about laying out a roadmap for the future, so she encourages them to share their goals, whether these are simply growing wealth, making strategic investment decisions, or even planning to leave money for future generations. Clients’ preferences and priorities are paramount, and in all it does, Wimbledon Wealth aims to cater to them, aligning itself with them every step of the way. As an honoured member of the International Society of Female Professionals, Sophia is a beacon of professionalism within her industry. She is highly qualified, holding a postgraduate diploma in finance and investment from Brunel University, with experience to match. Having volunteered in senior positions for BNI – in both the UK & Ireland and United Arab Emirates – Wimbledon Wealth is the latest in a history of praiseworthy experience throughout Sophia’s time in prominent positions across industries. Sophia is an example of a leader whose heart is truly in the work that she does, and her unwavering focus on client outcomes shines through in the positive feedback she receives regularly. One client enthuses, “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. She has great experience and knowledge that is incredibly reassuring. More importantly, her friendly and personal approach and continued support has helped us to become confident and profitable investors.” Financial advisory services are built on trust, and that trust in turn is built on reputation. It is no surprise, then, that Sophia and her team inspire clients to place their financial futures in Wimbledon Wealth’s hands. The company’s methods involve total accounts accessibility and transparent service underscored by regular financial reviews. “Sophia ensures that her clients feel assured, offering around-the-clock online access to their accounts and a six-monthly review of their net worth. Hence, they are never uninformed about their finances.” Wimbledon Wealth clearly reflects the client-oriented values upon which Sophia Bhatti founded it. With the benefit of an experienced, compassionate team, and her stewardship, it is a beacon of quality financial advice. It is hard to imagine a better lifelong financial partner than Sophia or her team, and she has more than earnt her place as 2024’s Private Client Advisory Founder of the Year. Contact: Sophia Bhatti Company: Wimbledon Wealth Web Address: www. wimbledonwealth.com Jul24238 Seeking expert financial advice plays a key role in optimising major financial decisions. Getting the best out of investments, insurance decisions, and retirement planning relies on knowledge of complex industries, so it is important to find the right help navigating them. Sophia Bhatti founded Wimbledon Wealth with a belief in maintaining lifelong relationships with clients to provide that help for multigenerational benefit, and it stands as a best-in-class provider of bespoke wealth management advice.
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