wish4book.com About Us - McKnight Financial

About Us

“Simplicity is the ultimate sophistication” – Leonardo da Vinci

McKnight Financial is a team of Independent Financial Advisers specialising in Pensions, Savings, Retirement Planning, ISAs, Investment Portfolios and Business Services.

We’ve been helping clients navigate complex financial markets since 2009 and from those very early days our business has evolved primarily through client recommendations. We build relationships with our clients because it’s the best way to ensure they meet their financial objectives.

If you’d like to find out more about how we can help you, call us today on 0141 404 5710, send an email to info@mcknightfinancial.co.uk or complete the short form below and we will call you back.

Graham McKnight

Director/Independent Financial Adviser

After nearly 20 years in a major Bank Graham founded McKnight Financial from home in 2009. Over the last 10 years the business has grown and moved locations settling on West Nile St Glasgow in 2012. With a continually growing team and offering, Graham and the team continue to provide tailored financial planning to their clients.

Vito Orsi

Operations Director

Vito is our longest serving member of the team, starting with McKnight Financial in 2011. With a wealth of customer relationship experience Vito is an integral part of the McKnight Financial team

Corinne Gavin

Administration Manager

Having been an invaluable member of McKnight Financial for the last 5 years, Corinne now leads the administration team. Using her in depth knowledge of the complex world of financial services administration she provides unwavering support to all. A truly invaluable asset to staff and clients alike.

Jeff Bernstein

Independent Financial Adviser

Having worked in a number of financial planning roles over the past 25+ years Jeff has settled at McKnight Financial. Providing a wealth of experience and incredible attention to detail Jeff also lends his incomparable sense of humour to the team.

Jeff is a talented musician and composer and when not scoring movies he is out with Lenny the cockapoo and best pal.

Patricia Kerr

Independent Financial Adviser

Tricia was the first addition, to the adviser team, of McKnight Financial back in 2013. With a long and distinguished career, Tricia shares her wealth of experience and knowledge to her clients and the MF Team! An invaluable contributor to all the team.

In any spare time Tricia can be either found planning her next holiday or on it!

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McKnight Financial FCA Number 501593 Registered in Scotland No SC440074. Registered address Moncrieff House, 5th Floor 69 West Nile Street, Glasgow, G1 2LT