Meet The Team

YOUR TRUSTED TEAM

When you’re choosing a financial planning partner, you need to find a team you can trust. After all, effective financial planning means getting to know far more than just your financial situation. It means understanding your lifestyle and passions, your business affairs and your family circumstances, and building a complete picture of the life you lead today – and the one you want to lead tomorrow.

James Richfield

FPFS, Chartered Financial Planner, Managing Director

Peter Grieves

Chartered Financial Planner, Managing Director

Gary Oselton

Director

Glenn Bolton

Director

Dan Smith

Director

Sean Shabilla

Financial Adviser

Andrew Taylor

Financial Adviser

Dan Croker

Financial Adviser

Jonathan Dowson

FPFS, Chartered Financial Planner

Justin Lockwood

Communications Consultant

Stefanie Corbett

Practice Manager

Laura Fuller

Senior Paraplanner

Gemma Stone

Paraplanner

Kay Gibson

Adviser PA

Zoe Pass

Senior Paraplanner

Anna Moat

Executive PA

Julie Hanson

Executive PA

Gabrielle Conroy

Executive PA

Rachel Smith

Partner PA

Rachel Robson

Director PA

Emily Smart

Director PA

Dee Hughes

Administration Support

James Richfield

FPFS, Chartered Financial Planner, Managing Director

James began a career in finance straight after A Levels, working for Barclays Bank in the South East of England before moving to the North East in 1995. In 1996 he qualified as a Financial Adviser, working with both Barclays and Commercial Union before becoming a Partner with St. James’s Place in March 2001.

In October 2005 James and Peter Grieves joined together and formed The Morpeth Practice, which grew organically to one of the largest SJP businesses in the country, managing in excess of £350 million. In October 2020 they welcomed three new Directors to the Board of the newly rebranded business TMP Wealth Management.

James is a Chartered Financial Planner and further qualified to become a Fellow of the Personal Finance Society, as well as holding specialist advice qualifications in retirement planning and investment. As one of the Managing Directors of TMP Wealth Management his time is also spent running a busy and dynamic environment.

Outside of work James’ passion is Rugby. A long term Newcastle Falcons and England supporter, he also sits on the management board of his old club Morpeth RFC and is Chair of Youth Rugby with responsibility for 360 players from the ages of 6 to 16. He also enjoys walking his fox-red Labrador, Ted.

Peter Grieves

Chartered Financial Planner, Managing Director

Peter began his career in financial services back in 1989 after graduating from the University of Birmingham. He took up his first job at Endsleigh Insurance Services in Newcastle upon Tyne.

After spells with Black Horse Financial Services and then LloydsTSB Private Banking, he accepted an offer to become a Partner at St. James’s Place Wealth Management in 2003 before going on to form The Morpeth Practice in 2005 with James Richfield.

Peter is a Chartered Financial Planner and together with James, has helped grow the business to a point where they now manage in excess of £350 million on behalf of their clients. Together they oversaw the successful re-branding of the company to TMP Wealth Management in 2020.

Away from his work, he is a proud family man with 2 children and 2 dogs who enjoys watching a number of sports. He is also an active committee member for the North East Region of the Lord’s Taverners Charity.

Gary Oselton

Director

Gary has worked in Financial Services for over 30 years. He provides a broad range of advice to clients, helping them with practical solutions to the financial issues that concern them most.

Gary enjoys creating trusted and long-lasting relationships with his clients and becoming their dedicated Adviser and source of advice.

Doing the simple things well and the complex things even better allows Gary to provide a distinct and individual client experience.

His areas of expertise are:
– Retirement Planning – pre and post-retirement.
– Investment Planning – help you manage, grow and pass on your wealth.
– Estate Planning – preserve your wealth, Trust Planning.

Gary has specialist Chartered Insurance Institute qualifications covering financial planning, trusts, pension and investment planning.

He is married with 3 grown-up children and 4 grandchildren and is an avid football fan and loves to travel.

Trusts are not regulated by the Financial Conduct Authority.

Glenn Bolton

Director

Glenn graduated from Liverpool John Moores University in 2005 and began his career as a mortgage broker in Newcastle. He later joined Lloyds Bank before moving to St. James’s Place Wealth Management in 2012, where he successfully completed the London Academy program as a diploma-qualified Wealth Management Consultant.

Since joining TMP Wealth Management, formerly The Morpeth Practice, Glenn has become a specialist in Defined Benefit Pension Transfers and in 2015 became a member of the Society of Later Life Advisers. He also is our representative supporting our clients who are Professional Sportspersons. He is completing further institute examinations and is on the road to Chartered status.

Outside of work, Glenn’s time is taken up by his young family, although he still manages to find time on the golf course.

Dan Smith

Director

Dan joined TMP Wealth Management in 2013 in a Marketing and Business Development role, before qualifying as a Financial Adviser through the St. James’s Place Wealth Management Next Generation Academy in 2015. He is currently working towards achieving Chartered Financial Planner status.

Having graduated from University in 2005 with a degree in English Literature, Dan worked in Media and Account Management before taking the decision to join the Wealth Management profession. Dan particularly enjoys building long-lasting and trusted relationships with clients, and helping with plans for the future for them and their family.

Dan is a regular gym goer and is a long-suffering season ticket holder at Newcastle United.

Sean Shabilla

Financial Adviser

After leaving school, Sean pursued a career in the motor industry, spending 8 years working for Audi as an Account Manager. In 2018 he left Audi, relocated to Manchester, and joined the St. James’s Place Academy as the next stage of his journey to becoming a diploma qualified Wealth Management Consultant.

Now back in the North East, he is an integral part of the advice team at TMP Wealth Management and works with clients to guide them through diverse areas of personal financial planning.

Outside of work Sean has a passion for boxing. He held regional titles and competed in over 20 competitions as an amateur, before hanging up his gloves in 2016 to focus on his career and young family.

Andrew Taylor

Financial Adviser

Before joining TMP Wealth Management as their Adviser in the London & South East, Andrew had a very busy and rewarding role at a major London publishing house as Key Accounts & Product Director, where he also sat on both the Executive & Leadership Committees.

Andrew believes passionately about people having access to financial advice, having benefited from this himself in the past. Having been selected for the St. James’s Place London Academy, Andrew is delighted to have had the opportunity to join such a well-established practice as TMP Wealth Management.

Andrew enjoys hiking in the UK. He spends lots of time exploring his home region of Kent, but also makes frequent visits to The Lake District and New Forest. He is a keen world traveller too, and consider himself lucky to have visited some wonderful places.

Dan Croker

Financial Adviser

Dan emigrated to the UK from New Zealand in 2013. After working in various roles in hospitality (including restaurants and wedding venues) he decided on a career change in late 2019. He successfully completed the St. James’s Place Academy programme and joined TMP Wealth Management as a qualified Financial Adviser.

He is pleased to have gained the necessary qualifications to help clients with their financial planning needs. He continues to look to develop his financial knowledge with both institutional and internal accreditations and exams.

When Dan isn’t working on his new career, he has a passion for sports. An avid golfer, he is a member of Close House Golf Club and also a big fan of rugby and cricket. As a New Zealander in the UK, this brings its share of ups and downs.

Jonathan Dowson

FPFS, Chartered Financial Planner

Jonathan has 20 years’ experience working in financial services. He became a Financial Planner with St. James’s Place in 2007 and joined TMP Wealth Management in 2021.

He is a Chartered Financial Planner and a Fellow of the Personal Finance Society.

In his personal life, Jonathan is a keen cyclist and golfer, and enjoys fell walking with his family.

Justin Lockwood

Communications Consultant

Justin joined TMP Wealth Management in 2019, after working in the media industry for the last 25 years. He most recently presented the breakfast show on Heart before forming his own PR company. At TMP he handles external communications with a specific focus on PR and Social Media.

He lives in Morpeth with his wife Kerry and 2 children, Alfie and Jersey. You might also spot him hosting events at NUFC, Newcastle Falcons and Newcastle Racecourse.

He enjoys anything sport-related, and loves a walk through Carlisle Park with his dog Chester.

Stefanie Corbett

Practice Manager

Stefanie is the longest standing team member, having worked for James since 2002.

Her role has grown over the years. Having been a Personal Assistant and Paraplanner, she is now the Practice Manager responsible for Client Service delivery.

Stefanie is married and has recently started a family. She enjoys walking, reading and cooking.

Laura Fuller

Senior Paraplanner

Laura started as an apprentice with TMP Wealth Management in 2008. On completion of her apprenticeship she moved into a client-facing role, before progressing into paraplanning.

Laura is married and has two young sons. She currently works part time and is committed to spending valuable time with her boys whilst they are growing up. In what spare time she has left, Laura is a keen runner and cyclist, and has taken part in several events in Northumberland.

Gemma Stone

Paraplanner

Having graduated from The University of Leeds in 2004 with a degree in Law, Gemma chose to follow a different career path and joined an Independent Financial Advisers in Newcastle. She worked there for 16 years before joining TMP Wealth Management in March 2020.  In her role as an experienced paraplanner, she works with the Advice team in preparing Client recommendations.

Outside of work Gemma enjoys spending time with her young family and travelling abroad.

Kay Gibson

Adviser PA

Kay began her career in financial services in 2002 with HSBC Bank. In 2021 she joined TMP Wealth Management as a Pension Technician. She works alongside her fiancé Jonathan, who is a Chartered Financial Planner within the advice team.

Kay has two sons and loves spending time outdoors with her family, walking in the Lake District and Scotland, and running with her spaniel, Ruby.

Zoe Pass

Senior Paraplanner

Zoe has been a paraplanner since 2015 and joined TMP Wealth Management in March 2021. Since joining TMP she has successfully completed the St. James’s Place Platinum Accreditation and is working towards her Level 4 Diploma in Regulated Financial Planning.

Outside of work, Zoe enjoys keeping fit, spending time with family and friends and holidaying abroad with her fiancé.

Anna Moat

Executive PA

After completing her A levels Anna joined a Consumer Finance Company where she spent nearly 12 years developing her career in supporting Directors and Office Management. Anna gained professional experience in customer service, HR, team building, event planning and systems analysis. It gave her the opportunity to travel on a regular basis and manage sales and administration offices across 6 regions in the UK. Following redundancy, Anna was then lucky enough to join a ‘Superyacht Management Company,’ which was a great and exciting opportunity for progressing her career even further. Anna soon became a core member of the team supporting the Managing Director as PA, supporting client charters and management processes, ensuring all clients were well looked after and their requirements were met to the highest of standards.

In her spare time Anna enjoys spending it with family and friends. Anna has a daughter who keeps her busy. Anna loves to travel, enjoying holidays abroad especially Cyprus and thoroughly enjoys going to the theatre as well as discovering new restaurants to try. She can cook reasonably well but would rather dine out in social time given the choice, although Anna has been partial to ‘Hello Fresh’ since lock down!

Julie Hanson

Executive PA

Julie began working with TMP Wealth Management in October 2021. She brings to the practice over 30 years of experience working for IFAs, ranging from small business to larger corporate entities.

She enjoys spending her spare time with her dogs and her granddaughter Elle.

Gabrielle Conroy

Executive PA

Gabrielle joined TMP Wealth Management in January 2018 after working for the NHS for over 10 years in a variety of administration roles.

She is now Executive Assistant to Managing Director, Peter Grieves, and assists him in the running of the business as well as dealing with ongoing Client enquiries.

Since joining TMP, she has successfully completed her Partnership Support Staff Accreditation, demonstrating her commitment to providing excellent Client service.

Outside of work she enjoys spending time with her family, including her children and two dogs and explores the lovely Northumbrian scenery.

Rachel Smith

Partner PA

Rachel started as an apprentice at TMP Wealth Management in 2010, completing an NVQ level 2 in business admin and working in a front-desk, client facing role and supporting the directors/partners in the office. She is now in a Paraplanner Support role.

Rachel enjoys spending time with her young family and friends outside of work. She is keen to explore the local countryside and loves spending her days off walking, cooking elaborate meals, and consuming a TV boxset.

Rachel Robson

Director PA

Rachel started work at TMP Wealth Management in February 2014 after successfully completing an NVQ in Business Administration Level 2 at Northumberland College. She continued working towards further qualifications, completing her NVQ Business Administration Level 3 in her first year at TMP.

Rachel has also successfully completed her St. James’s Place Administrator and PA accreditation and now looks after the senior Wealth Management Consultants and their clients.

In her spare time Rachel attends regular gym classes and enjoys spending time with friends and family.

Emily Smart

Director PA

Emily started working for TMP Wealth Management in July 2017. Prior to joining the practice, she gained her Level 3 Extended Diploma Qualification in Business Studies at Newcastle College.

Emily has enjoyed a variety of roles within the Practice and now is a Partner PA, supporting our Consultants and their Clients with all their administration needs.

In her spare time Emily enjoys watching football and spending time with her family & friends.

Dee Hughes

Administration Support

Dee has been with TMP Wealth Management since February 2018. Prior to joining, she spent six years working as a manager in the Hotel & Hospitality in venues across Northumberland.

She also lived in Portugal for 14 years, running several bars in a very busy part of the Algarve before returning to the UK.

Dee enjoys socialising outside of work, as well as spending as much quality time with her family as she can.

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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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