Our approach
Since our inception in 1995, McKnight Associates’ Wealth Management is built on the principle of forging close relationships with each client.
We believe in offering comprehensive and personalised advice tailored to your specific circumstances, because building strong, trusted, and long-lasting relationships is at the core of what we do.
At our firm, Principal Steven McKnight leads the way in providing a professional wealth management service that covers every aspect of financial planning. Whether it's intelligently planned tax solutions, Inheritance Tax planning advice, income and retirement planning, expert investment planning advice, and employee benefit schemes, we're here to guide you every step of the way.
Our team also work with specialist lawyers, solicitors, banks, accountants and pension actuaries – to name a few – and for a closer look at the comprehensive services we offer, please explore the Advice and Services section of our website.
Testimonials
I felt very comfortable with Steven and know I could trust him to organise my finance. He organised things perfectly and explained everything he was doing for me. He kept in touch all the way through and I would recommend him to anyone who needed their financial affairs organised.
Steve McKnight has been handling our affairs for several years now and not only is his advice is always trustworthy , but he is approachable and always available to answer to answer any queries we might have. We have no hesitation in recommending him to anyone.
He fully understands my personal financial situation and my financial objectives. His advice is always tailored to my specific needs. He is alert to the wider implications when giving advice. Not only I experienced significant growth in my investments, his advice has also saved me significant mon...
You should be aware that past performance is not indicative of future performance. Fund values fluctuate and can fall as well as rise. You may get back less than you invested.
We were recommended to Steven by a friend and are so delighted we were. Our finances have been transformed and we could not be happier with the advice, support and personalised help we have received. Nothing is too much trouble and the peace of mind knowing our finances are excellently managed gi...
We are more than satisfied with the service and support Steven McKnight has given us over the past number of years. He has always given us sound advice regarding our personal financial needs. We would highly recommend Steven to anyone.
My financial adviser, Steven McKnight, has always put my interests first by giving sound and trustworthy advice. The service and support has always been exceptional. I would not hesitate in recommending him to anyone.
I have always found Steven McKnight to be exceptionally friendly, approachable and very honest. He has given very sound advice, and many times this has proved to be the correct approach. We invested money in Bonds for our seven grandchildren and, in seven years, their values have increased - deli...
You should be aware that past performance is not indicative of future performance. Fund values fluctuate and can fall as well as rise. You may get back less than you invested.
From our initial meeting with Steven McKnight, we felt that here was someone to whom we could entrust our savings. He has not failed us. He makes himself readily available to answer any queries we may have and has our total confidence. We would not hesitate to recommend him to anyone.
I’ve been happy with the advice and progress of my investments. Steve has advised my husband regards an investment that had been set up and got it sorted out for us. We have also recommended him to colleagues and friends who have also been very pleased with his advice, and one felt comfortable wi...
You should be aware that past performance is not indicative of future performance. Fund values fluctuate and can fall as well as rise. You may get back less than you invested.
Steve, has always been open and easy to understand when explaining things which has been very beneficial! I would have no hesitation in recommending Steve and have provided names of interested parties already! I have been more than happy with the interest which met and exceeded Steve’s forecast!
Steven McKnight has been our financial adviser for over twelve years. From the first, he listened to our needs and concerns. We soon learned to trust him completely with our financial affairs. The service has been fast and efficient, and his advice has been exceptional.
I have known and entrusted Steven with my financial affairs for many years. He is extremely knowledgeable and a good communicator. Meetings are friendly and informed, but always totally professional. He provides sound advice and I feel confident knowing that I can rely on the service provided by ...
I have been a client of Steven McKnight for many years now and find him to be helpful and trustworthy and always on hand should I have a question or need advice on certain matters.
Steven 'rescued' my pension fund from one of the 'financial vultures' 'prevalent' at the turn of the century. He quickly got the fund back in shape and hasn't looked back since. I have the utmost respect for him as a person and an advisor, and would be happy to recommend his services.
We have put our trust in Steve as our Financial Adviser and have been very pleased with his advice and help to date and am sure that will continue.
We are delighted with the service provided by Steven and his office staff. His guidance is well considered, valued and pertinent to our needs. We trust him and are confident that he will go out of his way to address any financial queries we have.
Steven has been and continues to be our preferred source of expert financial planning. We are comfortable in the knowledge that we are benefiting from the best up-to-date advice fully supported by an acknowledged first class operation.
Excellent Service and sound advice. I have full confidence in Steve McKnight.
Steven has looked after my financial affairs for many years, giving me valued advice and instruction which has given me peace of mind in my retirement years knowing that someone I know and trust is looking after my financial interests.
Steve McKnight has been my financial advisor, and that of my company for nearly 20 years. Steve has a wealth of knowledge and I have used his advice to my financial gain over that period. I would strongly recommend Steve to anyone, as being a very knowledgeable and professional person in the fina...
I have known Steven for over twenty years. I appointed him as my financial adviser soon afterwards. I was involved in a tricky situation with another investment company and felt I had been badly advised. Steven guided me through this situation at no charge and, due to his diligence and expertise,...
The key to successful wealth management is easy access to (and continuity of) knowledgeable personnel backed up by a large organization. Steve McKnight, as part of the local St. James's Place team, fits this profile, and he has helped me build up an excellent portfolio over a period of 15 years. ...
Steven has been my main financial adviser for over 10 years and I have found that the advice and guidance he has given me is excellent. He is very aware of me needs and has recommended products and services which have been tailored to me requirements. I would recommend him to any of my friends or...
Steven has been our advisor since 2009, when I returned from 20+ years of working overseas. During this time I had been using other offshore based advisors. Steven helped transfer as much of our investments from offshore to the UK as possible and the investment performance improved significantly,...
You should be aware that past performance is not indicative of future performance. Fund values fluctuate and can fall as well as rise. You may get back less than you invested.
Excellent and personal service provided in a friendly and relaxed atmosphere. We feel much happier about our financial future knowing we have the experience and expertise of Steve behind us.
Steven has looked after my interests extremely well.
Steven has guided me through a confusing and difficult time providing sound advice, in a professional and friendly manner. He responds swiftly to emails and is always available for meetings upon request. His help has been invaluable in helping me to make the right decisions and growing my investm...
You should be aware that past performance is not indicative of future performance. Fund values fluctuate and can fall as well as rise. You may get back less than you invested.
Steve is easy to communicate with, and tries to simplify sometimes complex structures. He understands that your needs may change over time.
He has always put my interests first by giving sound and trustworthy advice in a very friendly manner. The service and support is exceptional, I would not hesitate in recommending him to any of my friends.
With his positive approach and extensive knowledge of world markets and economies, Steven McKnight has helped restore our confidence in our investments.
We would recommend Steven as a very approachable, capable and dependable financial advisor.
Steven began advising us in 2005. He has always provided clear explanations of our options and his advice has proved to be very beneficial. Our yearly meetings with him are always useful and informative. We would highly recommend him to anyone looking for sound advice.
As an elderly person not versed in the tying up of an estate, investment & future planning for my own financial security I was so pleased to have Steven McKnight go through the whole process in an easy to understand way and give me advice that has proved beneficial. He is meticulous and thoro...
The advice I have been given has been thoroughly professional and helpful. I have been particularly pleased with the advice provided on pension tax advantages and available pension plans.
I first knew about St. James's Place when I attended a seminar being given by Mr Steve McKnight .I had attended similar occasions by other investment houses, but for the first time I felt someone was speaking my language. I felt here was a man I could trust with my savings, and ...
I first attended a presentation by him some years ago with a view to discussing Inheritance Tax and other financial matters. After an initial meeting to gather personal information he produced a Portfolio detailing my personal shortfalls explaining how I could offset them going forward. I have de...
Having used two companies to provide me with financial advice prior to meeting Steve Mcknight I had become very sceptical. Thankfully Steve restored my belief. I have found him proactive, approachable, interested & pleasant. The advice given has been sound & sincere. I would have no hesit...
Over the past 8 years Mr McKnight has provided us with very valuable financial advice. Initially he identified weaknesses in our investments and recommended changes, all of which has proved to be fruitful. I would recommend him to anyone in need of sound financial advice.
You should be aware that past performance is not indicative of future performance. Fund values fluctuate and can fall as well as rise. You may get back less than you invested.
We first met Steven McKnight when he hosted a seminar on investment and inheritance tax in Banchory in February 1999 and was very favourably impressed by his presentation. As a direct result we sought more detailed advice on our portfolio and the measures that we should take to minimise the liabi...
You should be aware that past performance is not indicative of future performance. Fund values fluctuate and can fall as well as rise. You may get back less than you invested.
Steven is a reliable and trustworthy adviser, who is always cheerful and positive. I have known him for over ten years now and have found his advice sound and profitable.
I felt very comfortable with Steven and know I could trust him to organise my finance. He organised things perfectly and explained everything he was doing for me. He kept in touch all the way through and I would recommend him to anyone who needed their financial affairs organised.
Steve McKnight has been handling our affairs for several years now and not only is his advice is always trustworthy , but he is approachable and always available to answer to answer any queries we might have. We have no hesitation in recommending him to anyone.
He fully understands my personal financial situation and my financial objectives. His advice is always tailored to my specific needs. He is alert to the wider implications when giving advice. Not only I experienced significant growth in my investments, his advice has also saved me significant mon...
You should be aware that past performance is not indicative of future performance. Fund values fluctuate and can fall as well as rise. You may get back less than you invested.
We were recommended to Steven by a friend and are so delighted we were. Our finances have been transformed and we could not be happier with the advice, support and personalised help we have received. Nothing is too much trouble and the peace of mind knowing our finances are excellently managed gi...
We are more than satisfied with the service and support Steven McKnight has given us over the past number of years. He has always given us sound advice regarding our personal financial needs. We would highly recommend Steven to anyone.
My financial adviser, Steven McKnight, has always put my interests first by giving sound and trustworthy advice. The service and support has always been exceptional. I would not hesitate in recommending him to anyone.
I have always found Steven McKnight to be exceptionally friendly, approachable and very honest. He has given very sound advice, and many times this has proved to be the correct approach. We invested money in Bonds for our seven grandchildren and, in seven years, their values have increased - deli...
You should be aware that past performance is not indicative of future performance. Fund values fluctuate and can fall as well as rise. You may get back less than you invested.
From our initial meeting with Steven McKnight, we felt that here was someone to whom we could entrust our savings. He has not failed us. He makes himself readily available to answer any queries we may have and has our total confidence. We would not hesitate to recommend him to anyone.
I’ve been happy with the advice and progress of my investments. Steve has advised my husband regards an investment that had been set up and got it sorted out for us. We have also recommended him to colleagues and friends who have also been very pleased with his advice, and one felt comfortable wi...
You should be aware that past performance is not indicative of future performance. Fund values fluctuate and can fall as well as rise. You may get back less than you invested.
Steve, has always been open and easy to understand when explaining things which has been very beneficial! I would have no hesitation in recommending Steve and have provided names of interested parties already! I have been more than happy with the interest which met and exceeded Steve’s forecast!
Steven McKnight has been our financial adviser for over twelve years. From the first, he listened to our needs and concerns. We soon learned to trust him completely with our financial affairs. The service has been fast and efficient, and his advice has been exceptional.
I have known and entrusted Steven with my financial affairs for many years. He is extremely knowledgeable and a good communicator. Meetings are friendly and informed, but always totally professional. He provides sound advice and I feel confident knowing that I can rely on the service provided by ...
I have been a client of Steven McKnight for many years now and find him to be helpful and trustworthy and always on hand should I have a question or need advice on certain matters.
Steven 'rescued' my pension fund from one of the 'financial vultures' 'prevalent' at the turn of the century. He quickly got the fund back in shape and hasn't looked back since. I have the utmost respect for him as a person and an advisor, and would be happy to recommend his services.
We have put our trust in Steve as our Financial Adviser and have been very pleased with his advice and help to date and am sure that will continue.
We are delighted with the service provided by Steven and his office staff. His guidance is well considered, valued and pertinent to our needs. We trust him and are confident that he will go out of his way to address any financial queries we have.
Steven has been and continues to be our preferred source of expert financial planning. We are comfortable in the knowledge that we are benefiting from the best up-to-date advice fully supported by an acknowledged first class operation.
Excellent Service and sound advice. I have full confidence in Steve McKnight.
Steven has looked after my financial affairs for many years, giving me valued advice and instruction which has given me peace of mind in my retirement years knowing that someone I know and trust is looking after my financial interests.
Steve McKnight has been my financial advisor, and that of my company for nearly 20 years. Steve has a wealth of knowledge and I have used his advice to my financial gain over that period. I would strongly recommend Steve to anyone, as being a very knowledgeable and professional person in the fina...
I have known Steven for over twenty years. I appointed him as my financial adviser soon afterwards. I was involved in a tricky situation with another investment company and felt I had been badly advised. Steven guided me through this situation at no charge and, due to his diligence and expertise,...
The key to successful wealth management is easy access to (and continuity of) knowledgeable personnel backed up by a large organization. Steve McKnight, as part of the local St. James's Place team, fits this profile, and he has helped me build up an excellent portfolio over a period of 15 years. ...
Steven has been my main financial adviser for over 10 years and I have found that the advice and guidance he has given me is excellent. He is very aware of me needs and has recommended products and services which have been tailored to me requirements. I would recommend him to any of my friends or...
Steven has been our advisor since 2009, when I returned from 20+ years of working overseas. During this time I had been using other offshore based advisors. Steven helped transfer as much of our investments from offshore to the UK as possible and the investment performance improved significantly,...
You should be aware that past performance is not indicative of future performance. Fund values fluctuate and can fall as well as rise. You may get back less than you invested.
Excellent and personal service provided in a friendly and relaxed atmosphere. We feel much happier about our financial future knowing we have the experience and expertise of Steve behind us.
Steven has looked after my interests extremely well.
Steven has guided me through a confusing and difficult time providing sound advice, in a professional and friendly manner. He responds swiftly to emails and is always available for meetings upon request. His help has been invaluable in helping me to make the right decisions and growing my investm...
You should be aware that past performance is not indicative of future performance. Fund values fluctuate and can fall as well as rise. You may get back less than you invested.
Steve is easy to communicate with, and tries to simplify sometimes complex structures. He understands that your needs may change over time.
He has always put my interests first by giving sound and trustworthy advice in a very friendly manner. The service and support is exceptional, I would not hesitate in recommending him to any of my friends.
With his positive approach and extensive knowledge of world markets and economies, Steven McKnight has helped restore our confidence in our investments.
We would recommend Steven as a very approachable, capable and dependable financial advisor.
Steven began advising us in 2005. He has always provided clear explanations of our options and his advice has proved to be very beneficial. Our yearly meetings with him are always useful and informative. We would highly recommend him to anyone looking for sound advice.
As an elderly person not versed in the tying up of an estate, investment & future planning for my own financial security I was so pleased to have Steven McKnight go through the whole process in an easy to understand way and give me advice that has proved beneficial. He is meticulous and thoro...
The advice I have been given has been thoroughly professional and helpful. I have been particularly pleased with the advice provided on pension tax advantages and available pension plans.
I first knew about St. James's Place when I attended a seminar being given by Mr Steve McKnight .I had attended similar occasions by other investment houses, but for the first time I felt someone was speaking my language. I felt here was a man I could trust with my savings, and ...
I first attended a presentation by him some years ago with a view to discussing Inheritance Tax and other financial matters. After an initial meeting to gather personal information he produced a Portfolio detailing my personal shortfalls explaining how I could offset them going forward. I have de...
Having used two companies to provide me with financial advice prior to meeting Steve Mcknight I had become very sceptical. Thankfully Steve restored my belief. I have found him proactive, approachable, interested & pleasant. The advice given has been sound & sincere. I would have no hesit...
Over the past 8 years Mr McKnight has provided us with very valuable financial advice. Initially he identified weaknesses in our investments and recommended changes, all of which has proved to be fruitful. I would recommend him to anyone in need of sound financial advice.
You should be aware that past performance is not indicative of future performance. Fund values fluctuate and can fall as well as rise. You may get back less than you invested.
We first met Steven McKnight when he hosted a seminar on investment and inheritance tax in Banchory in February 1999 and was very favourably impressed by his presentation. As a direct result we sought more detailed advice on our portfolio and the measures that we should take to minimise the liabi...
You should be aware that past performance is not indicative of future performance. Fund values fluctuate and can fall as well as rise. You may get back less than you invested.
Steven is a reliable and trustworthy adviser, who is always cheerful and positive. I have known him for over ten years now and have found his advice sound and profitable.
I felt very comfortable with Steven and know I could trust him to organise my finance. He organised things perfectly and explained everything he was doing for me. He kept in touch all the way through and I would recommend him to anyone who needed their financial affairs organised.
