Professional Financial Advisers
What We Can Do For You
The Kirkland & Mercer has a uniform approach which enables us to create a comprehensive financial overview for our clients.
After obtaining relevant financial information, we formulate individual investments goals and perform a test in relevant scenarios i.e. accelerating inflation, death of a spouse, exceeding life expectancy etc.
After discussions the investment solution is implemented and safety measures are applied i.e. stop loss, income facility etc.
Kirkland & Mercer aims at being proactive. As a consequence we have developed an investment strategy based upon a 360 degrees analysis of our client's financial position. We actively manage risk and uncertainty and help our clients in becoming financially independent.
Many financial advisers, including bankers, are in reality salesmen with the sole purpose of selling a product for their employer. To clients there is always a clear distinction between being offered one single product or have the ability to choose from all available products on the market.
A professional financial adviser is paid by the client and is committed solely to protect our interests. Competence is keyword. We are amongst the leaders in our field and will proactively advice in any investment aspect where we see either opportunities or risks. We believe in loyalty and long term relationship with our clients. We help our clients be creating an overview to make decisions and become successful.
