Target Wealth Management
TW
Financial Advisors
Target Wealth Management
28 Castle St, Hertford SG14 1HH
# Target Wealth Management
Target Wealth Management is an independent financial advisory firm based in Hertford, operating as part of the Succession Wealth network. They provide comprehensive financial planning and wealth management services to successful individuals and families across the UK through a nationwide network of 232 financial advisers managing approximately £9.2 billion in assets for around 19,000 clients.
The firm serves clients at every life stage who seek more than transactional investment advice. Their approach combines personalised guidance from local advisers with the credibility and resources of an established national organisation. They work with people looking to preserve wealth, plan legacies, achieve financial freedom, and make informed decisions about their futures.
What sets Target Wealth Management apart is their emphasis on building long-term trusted relationships centred on clarity and confidence, rather than purely asset-focused advice. They've been recognised for this approach, securing a shortlist position for Wealth Management Company of the Year 2026. The firm maintains a strong reputation, evidenced by a 4.8 VouchedFor rating across 1,207 verified reviews.
Their expertise spans pension planning, inheritance and estate planning, business advice, and tax optimisation. They provide practical guidance through expert resources and timely market insights, helping clients understand complex financial decisions. With 18 offices nationwide and highly qualified advisers, they offer tailored planning aligned to individual ambitions rather than generic solutions.
Target Wealth Management is an independent financial advisory firm based in Hertford, operating as part of the Succession Wealth network. They provide comprehensive financial planning and wealth management services to successful individuals and families across the UK through a nationwide network of 232 financial advisers managing approximately £9.2 billion in assets for around 19,000 clients.
The firm serves clients at every life stage who seek more than transactional investment advice. Their approach combines personalised guidance from local advisers with the credibility and resources of an established national organisation. They work with people looking to preserve wealth, plan legacies, achieve financial freedom, and make informed decisions about their futures.
What sets Target Wealth Management apart is their emphasis on building long-term trusted relationships centred on clarity and confidence, rather than purely asset-focused advice. They've been recognised for this approach, securing a shortlist position for Wealth Management Company of the Year 2026. The firm maintains a strong reputation, evidenced by a 4.8 VouchedFor rating across 1,207 verified reviews.
Their expertise spans pension planning, inheritance and estate planning, business advice, and tax optimisation. They provide practical guidance through expert resources and timely market insights, helping clients understand complex financial decisions. With 18 offices nationwide and highly qualified advisers, they offer tailored planning aligned to individual ambitions rather than generic solutions.
Services offered
Financial planningPension planningInheritance and estate planningWealth preservationInvestment managementLegacy planningBusiness adviceTax planning