With 17 years in the client service arena in the UK, managing a team of 180 staff in a 24-hour, client-driven environment, Kirk joined Austen Morris Associates in 2009 to help International clients. With his in-depth knowledge of the importance of the client experience, his commitment to helping clients reach their financial goals is paramount.
Kirk’s in-depth knowledge of the inner workings of the world’s financial institutions ensures complex client challenges are dealt with quickly and efficiently. Specialities include client servicing, technical knowledge, wealth management, portfolio management, and global market trends. He has been assisting high net worth international investors with tailored financial solutions to meet their needs for now and in the future.
With a client base spanning all continents, Kirk assists in retirement planning, education plans, the general growth of wealth, offshore pension transfers (QROPS) among other areas. He enjoys working with individuals and their families to help them reach their long-term financial goals.
“I have been with Austen Morris Associates since 2004. They are very responsive and proactive compared to other wealth management companies that I have had over the years, even though I believe I am one of the smaller investors! All in all, I am appreciative of Austen Morris and my personal consultant Kirk McArdle in keeping my retirement plans on track.”- Sonny YS Yip, Owner, Atelier Design
“I have been working with Austen Morris for more than 15 years now and I have always been satisfied with products they offered me as well as advice I got over time (not an easy task in the period we have just gone through); I receive markets updates on a regular basis and frequently discuss best investments and moves with Kirk, who I know for ten years or so and trust for his expertise and responsiveness.” – Pierre-Emmanuel Bujes, General Manager at AXSON,
“I highly recommend AMA and Kirk McArdle, and I will continue to use them for many years to come. I’ve always been targeted by many financial advisors and International investment groups over the years. I had had one fund with an offshore investment group before which I cancelled in 2008, and since then, I was uncertain if I should do something again. I met Kirk in 2014, and he kept contact with me over the next few years. In 2017 I thought of investing and starting some fund. I have immediately contacted Kirk since he has left a solid impression as a competent, pleasant and very well informed advisor. Now I have a few funds with AMA, and I am pleased with the service level, professionalism and guidance from Kirk. I am very confident that I will reach my future goals.” – Ivan Stefanovic, Commercial Director Scania
“Kirk took over my account from another account manager, and was able quickly to understand my needs, suggested suitable options for short, medium and long term investment. He was able also to share his insight into different countries pros and cons for retirement to maximise my capital, and ensure I would continue to enjoy my current lifestyle well into retirement.” Simon Cole, Director of Distribution
“Kirk took over running our portfolio that had prior to this lost a lot of value. Kirk applied his skill, market knowledge and over a modest amount of time turned the entire portfolio around into one with good growth, and prospects to match. I can’t recommend Kirk enough!” Andrew Mead, Global Sales Business Unit Executive, IBM
“In our new business process, we are rigorous in terms of the advisory organizations that we wish to undertake business with. We consider AMA to be the leading advisory group in South Africa and China, driven by individuals, who have outstanding attention to detail and a real passion for delivering positive client outcomes. In an industry, which has become increasingly fragmented, the level of stability and professionalism within their senior team makes it easy for us to deal with, in an ever-changing international pensions landscape. We have always found AMA’s team to be at the forefront of adapting to these changes.” Stewart Davies, CEO for Momentum Pensions