David Hester’s 2025 reflections

As we approach the end of 2025, it is the perfect time for us to take stock and reassess how the year has gone. From the highs and the lows to the lessons we will take forward with us, there is always something to learn from and take forward.   

To explore this further, David Hester provides us with an insight into how this year has gone and what he hopes to achieve in 2026: 

Hi David, thanks for your time. What would say have been your key highlights from this year? 

“A key highlight this year has been the development of our new website. It was an enjoyable process to revamp it, capture our company mission and showcase the unique process that is at the heart of the business. Looking back, if I could describe this year in one word it would be opportunity. I look forward to building on this year next year and beyond.”   

Do you have guidance for those looking to navigate the world of wealth management in 2026?  

“People need to get more interested in their financial position. There are far better ways to invest your portfolio for better outcomes. Our discovery process has been created with this in mind, to provide better clarity for people.  

“When people gain these powerful insights, and then discover by working with us, they do indeed have the capability for us to tailor their unique wealth management plan for them.  

“It is very rewarding to see the confidence they then have knowing they can achieve their objectives over time, working with us as a family client. If you would like to find out more about how we do this, get in touch to arrange a discussion in the new year – we are always here to help.”  

What objectives do you have in mind for 2026?  

“Looking ahead to next year, I am keen to build on our new website and further enhance our social media presence and engagement. In the digitally connected age that we live in, this is the optimum way to promote what we do and the services that we provide, hence the significant focus on our end on expanding our presence here.  

“We will also be introducing past and present client interviews on our website in 2026. This will hopefully help potential clients to get a better understanding of how we work and the benefits that working with our team can provide. We also have podcast plans in the pipeline to further enhance thought leadership opportunities – watch this space for further announcements!  

“We will also continue our dedication to growing our client’s wealth further with my advanced investment strategy. It is essential that we continue to protect and preserve our clients’ wealth with proper trust and estate planning. If we do that, we can ensure that our clients feel happy and secure.  

“It has certainly been a busy year, and we are very much looking forward to achieving the above and more in 2026. Thank you to all our clients for your support this year, we thoroughly enjoy working with and supporting you. I wish you all a very Merry Christmas and a Happy New Year.”  

If you would like to find out more about how David can support you with your wealth management needs next year, book a discovery meeting here.