Sophia BhattiPARTNER
Contact Details
Areas of Expertise
- Private client advisory
- Inheritance tax planning
- Pensions
- Trust planning & advice
- Investment portfolio management
- Pension transfers
- Financial Advise
Qualifications
- MSc Finance & Investment
- BSC(Hons) Business Economics
CII:
- Level 4 Diploma in Financial Planning (DipPFS)
- Certificate in Financial Planning
- Certificate in Mortgage Advice
- Certificate in Financial Planning and Long Term Care Insurance
- Certificate in Life & Pensions
- Award in Long Term Care Insurance
CISI:
- Level 4 ACSI
Sophia is an experienced Senior Executive with a BSc in Economics and an MSc Finance and Investment; she is also a Qualified Level 4 (CII) & Diploma Level 4 (CISI) wealth manager. She joined Hoxton Capital Management’s Leadership Team in 2021 as a Partner.
Since starting her career, Sophia has worked with leading financial institutions including Barclays Bank, HSBC, Lloyds Private Bank, and St. James’s Place among others. Sophia also founded and managed a successful Wealth Management firm in London prior to moving to the UAE.
Outside of business, Sophia enjoys playing tennis, travelling and spending time with her family.
Sophia's Team
Max Allcock Business Development Manager
Max has been working with Sophia at multiple companies including Hoxton Capital Management and is looking to progress and work in her team as a Financial Adviser himself in the future.
Nathan D'Cruz Business Analyst
Nathan played Badminton professionally for the UK English national team before graduating from Brunel University with a first in Finance. He then worked for a number of financial companies as a Business Analyst and a Financial Analyst. He is a UK level 4 qualified financial adviser but started his career as an adviser when he moved to Dubai in 2017.
