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:
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.
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