Business exit planning,today and for the future.

INTRODUCTION TO

Business exit planning

Effective business exit planning is about aligning your personal, financial and legacy goals well in advance to ensure a smooth and rewarding transition. Here at David Hester Wealth Management, we work closely with you to achieve precisely this, providing continuous support throughout.

  • Tax efficiency
  • Personal financial security, end-to-end
  • Maximised business value and legacy preservation
  • Smooth transition and continuity
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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

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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Frequently
asked questions

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  • What does your process involve?

    To understand your needs and goals, we have developed our unique Wealth Management System, to help clients achieve the right outcomes for their circumstances. Find out more below.

SUCCESS STORY

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Latest News

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David Hester Wealth management system

To understand your needs and goals, we have developed our unique Wealth Management System, to help clients achieve the right outcomes for their circumstances. The Wealth Management System is comprised of a series of steps, including:

The Discovery Process, comprised of two elements:

  • The Lifetime Focuser: This is completed prior to the discovery meeting and helps clients clarify their thoughts, plans and objectives for the coming years.
  • The Discovery Meeting: Provided at a fixed fee, the discovery meeting is designed to give you the opportunity to discuss your current situation, raise any concerns you may have and map out your achievements.

The Wealth Management Plan aspect of the process delves into your objectives and how to achieve them, delving into the alternatives open to you, removing your concerns. It will recommend specific solutions and provide selected implementation strategies. Your plan will be produced for a fixed fee.

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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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