About David Hester Wealth Management

David has been helping his clients navigate the financial services sector since 1999. He has vast experience in all areas of financial planning.

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. Extremely knowledgeable about the financial sector, David helps to calm worries and provide a clear plan which nurtures confidence about the future putting clients on the path to success.

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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

Focused on building life-time relationships and financial stability, David has a diverse customer base, including:

  • Solicitors
  • Business owners
  • Retirees
  • Those new to wealth management

Through continuous market monitoring and analysis, David is in touch with socio-economic factors meaning he can help mitigate risks and comfort customers when panic takes hold.

Why choose to work with David Hester Wealth Management?

  • A personable, end-to-end approach—David is fully invested in every client relationship
  • 25+ years of proven experience and demonstrable expertise
  • Deep knowledge of the financial sector and investment strategy
  • Strategic portfolio management and rebalancing support
  • Lifetime planning and discovery solutions tailored to your goals

Find out more about how David can support you with your financial planning over on our Services page.

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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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