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The McKnight Financial Group

The McKnight Financial Group

5.0(56 reviews)See reviews ↓·Glasgow

About the company

The McKnight Financial Group is an Independent Financial Adviser practice founded in 2009 by Graham McKnight, who is Managing Director and Independent Financial Adviser. The business moved to West Nile St, Glasgow, in 2012. The McKnight Financial Group is a trading style of Morton Hill Ltd, which is authorised and regulated by the Financial Conduct Authority. The firm has over 50 years of experience in financial services and specialises in pensions, savings, retirement planning, ISAs, investment portfolios, and business services.

Vito Orsi is Operations Director and joined in 2011. Stuart Beckett is an Independent Financial Adviser with over 25 years of expertise in Financial Services. Bryan McShane is an Independent Financial Adviser who moved to financial services in 2023 after eight years as a police officer. Aidan McCaughey is a Graduate Associate Financial Adviser working towards CISI qualifications. Jonathan Robinson is an Independent Financial Adviser. Berta Kaunaite is Client Service Manager with over a decade of customer service experience.

What customers say

Based on genuine customer reviews

Clear communication and a genuinely personal approach are what come through most strongly in the feedback for this Glasgow firm. Mortgage advice recurs as the central service, with Meryn singled out by numerous reviewers for guiding first-time buyers through applications, explaining paperwork clearly and keeping them updated as their cases progressed. Several customers describe the mortgage process as quicker and less stressful than expected, crediting her responsiveness and depth of knowledge. Pension and retirement planning features regularly too, with Johnny and Aidan praised for managing investment portfolios and explaining options in plain language.

Protection work, including life insurance and health cover, is repeatedly linked to Hayley, whose support customers describe as knowledgeable and reassuring. Reviewers often note that questions are answered promptly, sometimes within the working day, and that complex matters are broken down simply. The wider team is described as friendly, personable and professional, with one client contrasting the experience favourably with a previous provider. Results-focused advice on purchasing a home and securing cover runs through the accounts, alongside appreciation for clear explanations of fees and options before decisions were made.

The McKnight Financial Group — Customer photo

Reviews

Reviews are taken from publicly available sources.

JM
John Miller20 November 2025

Johnny, Aidan and the TMFG team have been brilliant.They are super helpful in looking after our pension, and other financial interests. Nothing short of delighted with them, their advice and service offerings. So personable and importantly they keep everything simple and layman. A very knowledgeable and personable team with a positive attitude. Highly recommended.

NB
Nicholas Bailey10 October 2025

The TMFG team have been enormously helpful in looking after my retirement investments and pension, and I am delighted with the advice and service they offer. Response to questions and instructions is virtually by return. You'd think they were all sitting there waiting for my emails! A very knowledgeable and personable team with a positive attitude.

C
Callie1 September 2025

I didn't think I needed a financial advisor, but my husband convinced me to use Jonathan and it's been seamless, easy, and an all-round amazing experience. He is patient with my struggles to understand numbers / finance and I'm so glad I've done this as additional security for my future self!

MQ
Michael Quigley20 September 2022

I have used Tru Wealth now for the last few years. Initially they were ensuring I had the correct level of protection for my health insurance, and most recently they have been helping me plan for retirement with an investment portfolio. I have been dealing with both Hayley and Johnny on the above matters. Both have been extremely responsive and are very knowledgeable in what they do. It can sometimes seem like a bit of a minefield trying to work out what insurance policies we should have or where to invest money but Tru Wealth have made the process simple. I would highly recommend their services to anyone.

SS
Suzanne Smith19 July 2022

I contacted Tru Wealth for some assistance with pension planning and life insurance and cannot fault the service I have received from Johnny and his colleagues to date, who have all spent time to understand my circumstances and requirements and then to explain my options in a way that is simple to understand. Communication is easy and contact is followed up - my overall experience could not have been more different from the previous company who were supposedly looking after me! I would not hesitate to recommend Johnny to others.

LC
Lucy Cameron30 May 2022

Meryn, Denise and Hayley were amazing and extremely helpful, throughout the process of applying for my first mortgage. I could not fault the quality of service I received. From start to finish all my questions were answered promptly and I was guided every step of the way. Communication and turn around was excellent. I would highly recommend Tru Wealth to all my family and friends!

PS
Paula Shand4 May 2022

We got the keys to our new home on Friday and couldn't have done it without Meryn at Tru Wealth! Meryn made the mortgage process seem effortless and took care of everything for us, keeping us completely up to date along the way. We were then taken care of by Hayley who sorted out all of our insurance needs, Hayley ensured we have all of the correct protection in place and did it with a five star service. We have now used Tru Wealth for all of our financial planning and would highly recommend the full team! Thanks again Tru Wealth 😊

Financial advisers in Glasgow compared

Ordered by rating, weighted by the number of reviews — businesses with only a handful of reviews do not jump to the top automatically. 12 businesses in this category in Glasgow are compared.

RankProviderRatingReviewsOpen Sat.
1The McKnight Financial Group (this page)★ 5,056No
2Spectrum Wealth Group★ 5,022No
3Castlebay Financial Management★ 5,05No
4Cleveden Park Wealth★ 5,041No
5Glasgow Wealth★ 5,01No
Contact
+441414045710www.tmfg.co.uk5th Floor, Moncrieff House, 69 W Nile St, Glasgow G1 2LT
Working hours
Monday09:00–17:00
Tuesday09:00–17:00
Wednesday09:00–17:00
Thursday09:00–17:00
Friday09:00–17:00
SaturdayClosed
SundayClosed