Guiding wealth, securing financial futures

Helping you make confident financial choices today and for the future.

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Financial Planning

Comprehensive planning to give you clarity, confidence, and direction.
Investment Management

Building and managing portfolios designed to grow and protect your future wealth.
Retirement Planning

Creating a retirement plan that gives you freedom and peace of mind.
Tax Optimisation

Strategically plan your finances whilst ensuring full compliance with tax rules and regulations.
Estate Planning

Comprehensive planning to give you clarity, confidence, and direction.
Business Exit Planning

Structuring your finances efficiently to protect what you’ve earned.
WELCOME TO

David Hester Wealth Management

David Hester Wealth Management uses decades of experience to supply clients with financial peace of mind. As a family-run firm, David Hester Wealth Management uses a specialised wealth management system that focuses on the details of each client’s unique circumstances. Every financial plan is tailored to support long-term success and stability.

David is involved in the end-to-end process of managing client wealth, working directly with clients during discovery, proposal setting and making decisions on where and how to invest.

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Personalised strategies tailored to your life and ambitions
Expert guidance to grow and protect your wealth confidently
A holistic approach covering every aspect of your finances

Comprehensive wealth solutions

Understanding your needs, goals and individual concerns is the first and most important stage of our relationship. When we have spent time listening to you in depth, you will receive uncomplicated, sensible and unambiguous advice to suit your specific circumstances.

SUCCESS STORY

View success stories from David Hester's clients

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Latest News

Keep up to date with all of the latest investment and financial planning news

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Real people, real results
"We looked for advice from David Hester to help us with retirement planning, to ensure that we had enough money to live comfortably in our retirement. David was very helpful and explained everything to help us set up our investment portfolio. We have always been very satisfied with the services we have received and would highly recommend David’s services." Sharon
"My previous pension adviser was retiring, and the growth of my pension was near zero for three years despite still putting into my pension pot. David provided me with recommendations to grow my pension, whilst keeping the risk low to medium and showed me the strategy he would use to make my pension work for me. I received an excellent service for both the pension funds performance and the information I received." Martin
"I began working with David Hester in 2016. He is brilliant with money management. Even through the economic chaos of the pandemic and recent upheavals, he has carefully shepherded investments with conservative measures. I know little about investing or managing funds, but David Hester and his team do – I would not invest my money elsewhere. David is the best financial counsellor I’ve ever worked with; I trust him implicitly and recommend him without reservation." Kasey Coff
"David provided me with sound advice about how to rationalise my poor investments into a new combined single investment on a new platform. The most valuable aspect of working with David has been the fact that he did all the work in creating one single investment on my behalf and recommend the portfolio of share investments. I would describe my overall experience as excellent, and I am very satisfied with David’s support." Howard
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