Portugal investment services
If you’re thinking of relocating to or are already residing in Portugal and looking to invest, book an obligation-free consultation to discuss your options.
Get in touchWe are a unique cross-border financial advisory firm licensed to operate in and provide advice to those in the UK, the EU and South Africa.
With access to the EU, a fantastic Mediterranean climate and a friendly and welcoming people, Portugal is an increasingly popular destination for relocation.
However, it’s important to look at your assets and investments before you move as a change in residency can have a large impact on your financial situation.
The key benefits of our wealth planning and advisory service include:
Specialist skills
We have specialist skills related to our clients' interests and needs.
Regulated
We are regulated by the UK, EU and SA financial authorities.
Independent
We are completely independent and offer "whole of market" advice.
Meet your wealth team
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James BarnettManaging Director: Sable Wealth
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Niel PretoriusWealth Director - Head of Cross Border and Technical
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Ian HenningIndependent Financial Planner and Mortgage Adviser
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Bill MontyIndependent Financial Planner and Mortgage Adviser
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Julian AdshadeWealth Adviser
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Mullisa BaatjesMortgage Liaison Officer
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Ané CardisParaplanner Team Leader
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Stephane BothaParaplanner
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Ruben KannemeyerData Systems Specialist
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Cláudia MendesInternational Financial Planner
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Lauren MeeserBusiness Director: Sable Wealth
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James BarnettManaging Director: Sable WealthJames grew up in South Africa and moved to the UK in 1999, and since then has lived and worked in the UK, South Africa and Mauritius. He is a Chartered Accountant by profession, completing his Articles with EY.James has almost 30 years of experience in the Financial Services and Professional Services sectors. His career has spanned Audit and Business Valuations at EY, Market Risk at Credit Suisse, Strategic Change Management at Credit Suisse and UBS, Financial Services Audit and Corporate Finance as a Partner at Grant Thornton, and Financial Planning and Wealth Management as Director and later CEO of an Independent Financial Planning and Wealth Business.
James now leads the Sable Wealth team from London on a growth journey from Good to Great, and hopes to make a meaningful contribution towards Group strategic goals and revenue synergies.
Outside of work James loves travelling, snowboarding with friends, stand-up paddle boarding with his wife, swimming in the ocean and spending time with his children and family.
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Niel PretoriusWealth Director - 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.
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Ian HenningIndependent 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 is one of our dual authorised financial advisers and is part of the investment committee.
He enjoys playing golf and spending time with his family.
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Bill MontyIndependent 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.
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Julian AdshadeWealth 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.
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Mullisa BaatjesMortgage Liaison Officer
Mullisa is a dedicated linguistics professional holding a Master's degree in Linguistics, currently pursuing CeMap (Certificate in Mortgage Advice and Practice) studies part-time while excelling in a career at Sable International, where she has served for over eight years. She supports mortgage advisers by managing all communications with lenders, solicitors, estate agents, and clients to ensure seamless mortgage application processes.
Having already passed CeMap 1, she combines linguistic expertise with a growing knowledge of mortgages, contributing significantly to the company's success.
In her leisure time, Mullisa indulges in outdoor pursuits such as hiking, beach walks, and camping, which complement her academic and professional endeavours. Her diverse interests and commitment to continuous learning reflect her proactive approach to personal and professional growth.
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Ané CardisParaplanner 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.
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Stephane BothaParaplanner
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.
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Ruben KannemeyerData Systems Specialist
Born and raised in the Northern Suburbs of Cape Town, Ruben holds a degree in Information Systems from the University of Cape Town. He is a data-driven problem solver who thrives on using data to drive clarity and smarter decision-making. He focuses on analytics, automation and reporting, transforming complex datasets into actionable insights.
With expertise in visualisation tools, Python, and SQL, he builds dynamic dashboards and streamlines data processes, ensuring information is both accessible and impactful. His goal is to bridge the gap between raw numbers and strategic decisions, helping teams make sense of the bigger picture.
Beyond the spreadsheets and dashboards, he’s an avid runner and cyclist who thrives on the challenge of pushing limits –whether it’s on the road, the trails, or in the world of analytics. When he’s not working or training, he enjoys spending time outdoors and tending to his ever-growing collection of plants.
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Cláudia MendesInternational 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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Lauren MeeserBusiness Director: Sable Wealth
Lauren is a Certified Financial Planner® and member of the Financial Planning Institute. She holds two advanced postgraduate diplomas 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 in the industry since 2005, having previously worked as a paraplanner, financial planner and practice manager. At Sable International, Lauren is director of operations and compliance for our Wealth department. She thrives on the intricacies of a cross-border financial planning & wealth management firm.
Outside of work, Lauren enjoys going to the theatre and experiencing the beauty and adventures Cape Town has to offer.
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Thinking of leaving the Gulf States?
Our wealth, tax and offshore real estate advisers will be in Dubai, Abu Dhabi, Riyadh and Doha from 7 - 13 May to offer complimentary one-on-one consultations for expats planning their next move. They can advise you on everything from wealth to tax to obtaining a second residency or citizenship to ensure a smooth financial transition.
Book a complimentary consultation

Considering returning to SA?
Book a complimentary consultation now with our experts - we can help you with everything from wealth to tax to foreign exchange transfers, to ensure a smooth financial transition.
Book a complimentary consultation