See services tailored to your location:

 

In particular, we offer the following services:

Financial planning

Our regulated financial advisors can advise on your investments in both the UK and South Africa. We also operate in the offshore market, therefore we can offer truly holistic international financial planning advice.

Retirement advice

Pensions remain one of the most important financial planning tools available to higher-rate taxpayers and are a core element to any financial plan. We create an effective, tax-efficient retirement plan for your finances.

Mortgage advice

Our mortgage brokers are ideally placed to ensure your UK property debt is efficiently managed, whether you are a UK resident or non-resident investor. We ensure you understand all of your options and then select the most appropriate one for your particular circumstances.

Insurance advice

We offer whole of market advice for UK and South African residents or clients in expat locations requiring specialist offshore cover. We advise on all major insurance areas, including life cover, disability cover, private medical cover, income protection, critical illness and specialist international life cover.

Explore Analysis and Report
Explore Report

The Explore Report gives you an in-depth overview of your options so that you’re able to make the best decisions for your family’s future. From relocating to investing offshore to diversify your portfolio, we can advise you on your optimal course of action.

Auto enrolment

Our wealth team can proactively manage your auto enrolment project and drive the engagement with you. Our service is an ongoing relationship that covers full set-up, implementation, communication, and ongoing compliance oversight.

The key benefits of our wealth planning and advisory service include:

  1. Specialist skills

    We have specialist skills related to our clients' interests and needs.

  2. Regulated

    We are regulated by the UK, EU and SA financial authorities.

  3. Independent

    We are completely independent and offer "whole of market" advice.

Key benefits of our service

Meet your wealth team:

  • Niel Pretorius
    Niel Pretorius
    Wealth Adviser - Head of Cross-border and Technical
  • Ian Henning
    Ian Henning
    Independent Financial Planner and Mortgage Adviser
  • Bill Monty
    Bill Monty
    Independent Financial Planner and Mortgage Adviser
  • Julian Adshade
    Julian Adshade
    Wealth Adviser
  • Mullisa Baatjes
    Mortgage Liaison Officer
  • Ané-Brink
    Ané Cardis
    Paraplanner Team Leader
  • Stephane Botha
    Stephane Botha
    Wealth Administrator
  • Rayarn Barnes
    Paraplanner
  • Duncan Butler-Wheelhouse
    Duncan Butler-Wheelhouse
    Wealth Adviser
  • Ruben Kannemeyer
    Junior Systems Analyst
  • Monique Chapman
    Client Relations Specialist
  • Brady Ogle
    Wealth Administrator
  • Connor Mack
    Junior Investment Analyst
  • Natasha Forbauer
    Wealth Administrator
  • anna-mari-schoultz-bw
    Anna-Mari Schoultz
    Independent Wealth Planner
  • Claudia Mendes
    Cláudia Mendes
    International Financial Planner
  • Lauren Meeser
    Lauren Meeser
    Wealth Practice Manager
  • Niel Pretorius
    Wealth Adviser - Head of Cross-border and Technical

    Niel grew up in Plettenberg Bay, South Africa. After being admitted as an attorney in 1999, he spent nine years practising in family law, estate planning as well as litigation.

    His career in finance began in 2008 after qualifying and specialising in offshore financial services. Prior to joining Sable International, he worked in Cape Town and Zambia as consultant and country manager for a large international financial consultancy.

    Niel specialises in offshore structuring and planning, with cross-border trust, tax and succession planning being his speciality.

    He enjoys being outdoors in the African bush and in the ocean.

    Read Niel's latest articles and insights.

  • Ian Henning
    Independent Financial Planner and Mortgage Adviser

    Ian grew up in South Africa and moved to the UK in 2004. He kick-started his financial career with Sable International as a mortgage advisor.

    After this, he moved to Kinleigh Financial Services where he worked as a mortgage broker for four years.

    Ian then returned to Sable International. In 2013, he obtained his Level 4 Diploma in Financial Planning and has been helping his clients with all their investment and mortgage needs ever since. Ian also runs the mortgage team at Sable and is part of the investment committee.

    He enjoys playing golf and spending time with his family.

    Read Ian's latest articles and insights

  • Bill Monty
    Independent Financial Planner and Mortgage Adviser

    Bill grew up in Durban, on the East Coast of South Africa, where he attended Durban High School.

    He previously worked as a claims, service and retention manager with Neilson Financial Services, before joining Sable International's wealth team. Bill focuses on individual and corporate financial planning, mortgage advice and company employee benefits such as auto enrolment and insurance.

    He is energetic, driven, loyal and enjoys spending time with his two children. When he has a spare moment, he manages to squeeze in a bit of fly fishing, snooker and golf.

    Read Bill's latest articles and insights.

  • Julian Adshade
    Wealth Adviser

    Julian grew up in South Africa and the UK and previously worked in wealth management for some of South Africa’s largest banks.

    He holds several financial planning qualifications including a postgraduate diploma in financial planning from Stellenbosch University. He is a Certified Financial Planner® and a member of the Financial Planning Institute of South Africa.  He is also a member of the Chartered Insurance Institute in the UK.

    Julian specialises in advising South Africans on internationalising their wealth, South African’s relocating to the UK and on the odd occasion South Africans returning from abroad.

    Outside of work, he enjoys spending time with his wife and two children or up a mountain on his mountain bike or attempting to play golf.

  • Mullisa Baatjes
    Mortgage Liaison Officer

    Mullisa graduated from the University of the Western Cape with honours in linguistics and returned 10 years later to complete her master’s degree. She has previously worked at Capitec Bank, as well as in industries such as retail, academics and finance.

    At Sable International, she provides administrative support to financial advisors based in the UK. She is responsible for processing client mortgages and managing client data.

    She is happily married with a pigeon pair and enjoys hiking, sightseeing and spending time with family and friends.

  • Ané Cardis
    Paraplanner Team Leader

    Ané grew up in Cape Town and completed her BComm studies at Stellenbosch University in 2014. In 2015 she went on to obtain her postgraduate diploma in financial planning through the University of Stellenbosch Business School. Ané is a Certified Financial Planner and a member of the Financial Planning Institute.

    Ané previously worked for Sanlam and joined the Sable Wealth team as a Paraplanner in 2018. She assists the financial advisers and clients with the research, technical and product knowledge as well as the implementation of the advice given. 

    Ané loves spending time with her husband, daughter and family and thoroughly enjoys gardening and reading.

  • Stephane Botha
    Wealth Administrator

    Stephane’s career in the finance industry began in 2017 when she relocated to Cape Town from the North West province. She previously worked at a Liberty Life franchise as a Paraplanner where her focus was on insurance and investments.

    She joined Sable International in 2021 as a Wealth Administrator and aspires to further expand her knowledge within the company.

    On the weekends, she enjoys the outdoors and spending time with friends and family.

  • Rayarn Barnes
    Paraplanner

    Rayarn, a Stellenbosch University graduate with a BCom in Management Science and a Postgraduate Diploma in Financial Planning, successfully navigated the CFP board exam, earning membership in the esteemed CFP community. Driven by a passion for financial guidance, he aspires to become a trusted adviser.

    His insatiable curiosity and commitment to personal and professional growth make him an enthusiastic learner. Always ready to embrace new challenges, Rayarn continuously seeks opportunities to expand his knowledge and refine his character.

    Outside the financial realm, he finds joy exploring the nexus of nature and city life. An avid sports fan, he relishes moments watching games with friends.

  • Duncan Butler-Wheelhouse
    Wealth Adviser

    Duncan was born in South Africa and has also lived in Sweden, the UK and Chile. He has two degrees from Oxford University, and also degrees from London School of Economics and University of Witwatersrand.

    Duncan qualified as a Chartered Accountant in the UK, and has also worked in organisational strategy and management, and as a History Teacher and Education Lecturer.

    His work as a Wealth Advisor combines long-term financial and economic understanding, with educating and supporting clients as they evaluate their savings and investments options and tailor their personal financial plans to best meet their individual and wider family needs.

    Duncan enjoys refereeing rugby, playing most sports including tennis, golf, and basketball, and spending time with his wife and three children.

  • Ruben Kannemeyer
    Junior Systems Analyst

    Born and raised in the Northern Suburbs of Cape Town, Ruben completed his degree in Information Systems at the University of Cape Town.

    Before joining Sable International, he did work as a C#.NET Developer in his free time and became Production Manager on a dairy farm specialising in century-old traditional Italian fresh cheese production, such as Mozzarella and Burrata.

    He is an avid outdoor adventurer and fills his free time with being outdoors, mostly running or cycling. Weekends often include family hikes and squash games. He also has expertise in traditional gelato craft.

  • Monique Chapman
    Client Relations Specialist

    Monique graduated from the University of Cape Town, where she dual majored in economics and finance. With a keen interest in financial markets and a fascination with global economics, she joined Sable International in 2011.

    Monique is always up for a challenge and believes in hard work and measurable results. In her current role as Client Relationship Specialist she strives to make sure the customer always comes first.

    When not at work Monique enjoys spending time with her family, hiking, reading and baking.

  • Brady Ogle
    Wealth Administrator

    Brady was born in Durban where he started his career in financial service industry in 2017 before relocating to Cape Town in December 2022. He completed Wealth Management NQF Level 5 and RE5 in 2018 and is the process of completing his Bcom, majoring in investment management. 

    He previously worked as a Paraplanner/ Wealth Administrator for an IFA in Durban before joining Sable International as a Wealth Administrator. 

    Outside of work he enjoys spending time outdoors cycling, hiking and exploring. He also enjoys spending time with friends, family and cooking.

  • Connor Mack
    Junior Investment Analyst

    Connor was born in a small town called Dundee, in Northern KZN, and was Deputy Head Boy at Durban Boys High School in 2019. He attend Stellenbosch University where he studied Financial Sector Economic Science, majoring in Micro and Macro Economics, Economic Data Science and Investment Management. He is now pursuing his CFA level 1.

    He started his career as an Investment Analyst Intern at Sable Private Wealth, and is very pleased to be back as a Junior Investment Analyst. He will help to build and manage investment portfolio models for private and corporate wealth clients, and analyse economic conditions which play a fundamental role in the investment environment.


    Growing up on a farm meant that being outdoors came naturally and he thoroughly enjoys surfing and being at the beach. He is a sports fanatic and has an extreme passion for numbers.

  • Natasha Forbauer
    Wealth Administrator

    Natasha was born and raised in Brackenfell, Cape Town. She has worked in the financial services industry for five years and started her career as a personal assistant at Old Mutual Head Office.

    She obtained her BCom Degree in Industrial Psychology and Business Management from the University of the Western Cape in 2016.

    She has recently returned to South Africa after living in Hungary for two years and has a certificate in Hungarian as a foreign language from the University of Nyiregyhaza.

    Outside of work, Natasha loves travelling and learning new languages.

  • Anna-Mari Schoultz
    Independent Wealth Planner

    Anna-Mari started her career in the financial industry 30 years ago. She's worked with various chartered accounting firms and in the private banking industry. In her free time she enjoys the outdoors and exploring various ancient wisdom studies. 

  • Cláudia Mendes
    International Financial Planner

    Cláudia was born in a small town called Welkom in the Free State, South Africa. She studied at the University of Johannesburg, where she obtained her B-Com Honours in Financial Planning and later obtained a diploma in Investments through the University of the Free State. Cláudia joined Alexander Forbes for 11 years before relocating to Cascais, Portugal where is is now one of Sable Wealth's cross border financial advisors.

    She is a Certified Financial Planner, is a member of the Financial Planning Institute (FPI) in South Africa, an Associate member (ASCI) for the Chartered Institute For Securities & Investment (CISI) in the UK, is a member of the Federation of European Independent Financial Advisers (FEIFA) in Europe, and holds an Advance Certification with the Cyprus Securities and Exchange Commission (CySEC).

    As a cross border financial planner, Cláudia assists clients who are from, or have a link to, multiple jurisdictions which include SA, the UK, the EU and the US.

    In her free time, she loves spending time outdoors, staying active and socialising with family and friends. 

    Download Claudia's Wealth brochure.

    Read Cláudia's latest articles and insights.

  • Lauren Meeser
    Wealth Practice Manager

    Lauren has an Advanced Postgraduate Diploma in Financial Planning from the University of the Free State in South Africa and obtained a Diploma for Financial Advisers from the London Institute of Banking & Finance.

    She has been working in the financial planning industry since 2005 and previously worked as a practice manager and as a financial planner. She is a Certified Financial Planner® professional and a member of the Financial Planning Institute.

    At Sable International, Lauren is responsible for the operational and compliance overview for both the South African and UK offices.

    Outside of work, she enjoys going to the theatre.

Our latest news and articles

The Wealthcast from Sable International

Sable Wealth Investment Committee Report: Looking back, planning forward

Feb 13, 2024 By Staff Writer
Sable International In the news: News24

Should you emigrate? How to secure the best future for your family

Oct 15, 2023 By Staff Writer
Sable_International_In_the_news

Explore your international options: Live, study or invest abroad

Oct 2, 2023 By Staff Writer
The Wealthcast from Sable International

Sable Wealth Investment Committee Report: Schrodinger’s Recession

Sep 18, 2023 By Staff Writer
people sitting together and talking about finances

10 attributes of great financial advisers

Jul 18, 2023 By Julian Adshade

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Sable Private Wealth Management Limited is authorised and regulated by the Financial Conduct Authority 222501. Sable Private Wealth (Pty) Ltd, an authorised FSP, is regulated by the Financial Sector Conduct Authority under licence number 48122. Please visit this page to read about our EU regulations and disclaimers.