HOW WE HELP

ABOUT US

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Appleby House, Castle Square, Morpeth, Northumberland NE61 1YD

01670 505333 Arrange a consultation

HOW WE HELP

At TMP Wealth Management we deliver a truly personalised service for all our clients, which has been the basis for our growth and success.

For Individuals
& Families

It’s all too easy to get lost in the pleasures and challenges of everyday life, but by taking a long-term view and planning ahead, we’ll help you secure the success and fulfilment you want for you and your loved ones.

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For Business Owners
& Entrepreneurs

Whether you’re growing a business, consolidating its performance or you’re considering the best way to leave and reap the rewards, we’ll create a financial plan designed around your specific business needs.

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MEET YOUR TEAM

Get to know the people at TMP, based in Morpeth and trusted by hundreds of clients across the country.

Meet The Team

OUR APPROACH

Listen

To be a good Financial Adviser you have to be a good listener, it’s by understanding you and what you really want that we can create a financial plan that is truly right for you.

Solve.

As a team of expert Financial Advisers we pride ourself on creating bespoke financial plans that will provide you with peace of mind, offer flexibility to adapt to future events and answer any questions about your financial future.

Deliver.

Creating a great financial plan is only the start of our work, we offer regular reviews and updates on your plan and we are always available to answer any questions and support you.

Everyone has goals and aspirations for the future, and an effective financial plan is a means of making the right financial arrangements today to help you achieve the things you want tomorrow.

About us

WHAT OUR CLIENTS SAY

Gary Oselton is our adviser from St. James’s Place. He has given us very sound advice and we have found him to be very trustworthy. He keeps in regular contact with us and we are more than happy with the service. I would definitely recommend him to others.

Joan Shirley Ford | Retired

Alnwick, Northumberland

I was introduced to TMP Wealth Management, or at least James, 10 years ago through a colleague. This was at the start of my career when I had just moved from France to the UK and was unaware of what options were open to me investing here. New to savings, new to the UK, I was not your typical client and James offered me sound advice for somebody in my situation. Despite the tough markets, his advice over the years has worked for me and he continues to advise me on my best options. Our relationship has developed in line with my professional and personal situation and James has helped me make investment decisions at each key stage.

Boris Lefebvre | Broker Manager US Brokerage House

London

TMP have been our adviser for over 25 years. Very flexible in fitting in with busy schedules and quick to return with support or advice. They have supported us right from buying our first house through to planning for early retirement (achieved). With sound advice through economic cycles. TMP Wealth Management has been one of our better decisions.

Jim Cox | Retired Operations Director

I was introduced to TMP Wealth Management 9 years ago and in that time have received nothing but a first class service from an experienced financial expert. Peter’s wealth of knowledge has enabled him to offer sound advice on a wide range of financial planning issues. His proactive approach to wealth management instils confidence and trust.He understands my busy schedule and offers a totally flexible service that fits in completely around me and my diary. They say testament to good service is being able to recommend it to a friend……Peter now looks after my mother, what better recommendation can I give?

Mick Thompson | Retired Senior Partner of One of the Big Four

I met Peter 10 years ago through a mutual client and I was very impressed with how he handled a very difficult situation and have remained in contact ever since. Just over 6 years ago, I decided to make an investment through St. James’s Place, which has proved to date to have been a very good decision. Peter has impressed me with his technical knowledge and taxation planning ideas and is always demonstrating creative approaches to planning issues and ‘big picture’ thinking. Peter remains in regular contact about my investments and we have an open, on-going dialogue with is really refreshing.

Peter Weldon | Chartered Accountant, Peter Weldon and Co. Ltd

I have received nothing but comprehensive sound advice from James and TMP Wealth Management since I was introduced to them 8 years ago. St. James’s Place has taken over the management of my numerous pension policies which have since performed very well. So much so, that I have taken out further investments through TMP Wealth Management and I’m more than happy with how they are performing. I am kept up to date with regular face to face meetings, which allow us to review performance and agree the best strategy for me going forward. I like this level of involvement in my investment and appreciate James’ sound advice and his integrity. TMP Wealth Management offers the best of both worlds – a dedicated, personal service from experts who are partners in one of the UK’s largest wealth management groups St. James’s Place.

Richard Brown | Retired Solicitor

DISCOVER HOW WE COULD HELP

 

Every good financial plan starts with a question: what do you want your future to be like?

It’s a question we’ll help you to answer, because when we know your goals and aspirations, we can design a unique financial plan to help you prepare for the future you want.

Talk to us

TRUSTED BY HUNDREDS OF CLIENTS

 
Read our client reviews on VouchedFor.

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GET IN TOUCH

Book a Meeting

Please call 01670 505333 or send us a message using the form and our team will be very pleased to help you.

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