Cross-border wealth planning and advisory services
We are a unique cross-border financial advisory firm specialising in fulfilling the needs of globally mobile clients. Our wealth division provides UK, South African and offshore investment advisory services, wealth planning, insurance advice, mortgages and pensions to clients with an international element to their circumstances.
Get in touchSee 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 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:
Meet your wealth team:
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 in 2013. 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.
Our latest news and articles
How to manage your UK property and mortgage when moving b...
Moving back to South Africa from the UK? Learn how to manage your UK property, mortgage, tax, and rental incom...
View article
South Africans in the UK: How to get a UK mortgage
Many South Africans who move to the UK are under the impression that they can only apply for a mortgage after ...
View article
How mortgage rates affect your financial planning
In 2023, the cost of living was on the rise and affecting investors at a global level and one of the most sign...
View article
Family income benefit: Protecting your children when you’...
Do you worry about how your children will be provided for should you pass away? Are you concerned about how th...
View article
Do you know how much you really need to retire?
Saving for retirement is a bit like aiming at a moving target. How much should you be saving right now? How do...
View article
What an investment philosophy is and why you need one
In my previous article, I focused on volatility and why you shouldn’t fear it. In this article I would like to...
View article
Don’t fear market volatility – plan for it instead
Current events are putting strain on global markets and causing unpredictable daily returns and losses. It can...
View articleGet in touch
Still have questions? Fill in your details below and one of our wealth specialists will be in touch as soon as they are able.
Cyber Essentials
Our Cyber Essentials certification reflects our ongoing commitment to cybersecurity best practices, ensuring that we safeguard sensitive data and operate with a high level of digital integrity.