Target Wealth Management
Target Wealth Management was developed by a group of like minded and professional financial advisers who share a passion for building long term strategies to grow their clients’ assets. The core of the business remains focused on developing long term relationships with clients and creating lasting plans that can create the results they want. We habe a team of qualified and experienced Financial Advisers, as well as a very efficient customer services department. At Target Wealth Management we believe that where many individuals, and indeed other professional advisers, can go wrong is by choosing a particular investment strategy and then ‘hoping’ it delivers the funds the investor needs, at the time they need it. This is why we focus so much on understanding our client’s attitude to investment risk and continuing to monitor that as it changes over time, thus ensuring the investment strategy matures as our clients do. Target Wealth Management has been created with a structure that supports the client’s lifestyle needs at every stage. Our advisers have different areas of knowledge and specialist expertise to ensure that whatever our client’s needs we can deliver to the very highest standards. This includes the Target Wealth Management Mortgage Division, the Target Wealth Management Protection Centre as well as the Target Wealth Management Tax Office to help our clients to minimise personal and business taxation.
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Decision-makers and verified team members
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- JK
James Keenan
Chartered Financial Planner & Chartered Wealth Manager · Finance & Accounting
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Top roles at Target Wealth Management
3 distinct titles indexed · top 3 shown.
- 1ceo and founder
- 1chartered financial planner & chartered wealth manager
- 1enhanced annuity & income protection specialist
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