Our Success Stories

“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.”

“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.”

“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.”

“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.”