David Hester Wealth Management

David Hester Wealth Management is a trading style of David Hester Financial Services Limited, a company built on the foundation of providing individual and tailored financial advice to clients. We have been guiding individuals and families towards secure financial futures since 1999.

Our Founder - David Hester

With over two decades of experience in the financial services sector, David Hester brings a wealth of knowledge and expertise to the practice. Holding prestigious qualifications in financial planning and taxation, he has successfully guided clients through all aspects of wealth management, encompassing investments, estate planning, and wealth preservation.

Our Approach

We understand that your finances are unique, and your needs are different from anyone else's. That's why we take a personalized and holistic approach to wealth management, working hand-in-hand with you to:

• Understand your needs and goals: We delve deep to understand your individual aspirations, financial concerns, and risk tolerance.
• Develop a tailored plan: Our meticulous Wealth Management System analyzes your financial situation and creates a customized plan that aligns with your specific objectives.
• Communicate clearly: We provide straightforward, transparent advice in plain language, ensuring you always understand every step of the process and the reasoning behind our recommendations.

Our Expertise

Our comprehensive services encompass:

• Investment & Portfolio Management: Building and managing a diversified portfolio that aligns with your individual goals and risk tolerance.
• Wealth Preservation & Creation: Implementing strategies to protect your wealth from market volatility and safeguard your assets.
• Trust & Estate Planning: Establishing robust plans to ensure your wealth is distributed according to your wishes and mitigating potential tax liabilities.

Our Values

Trust, transparency, and personalized service are the bedrock of our business. We are committed to:

• Building lasting relationships: We prioritize open communication, active listening, and a collaborative approach to empower you throughout your financial journey.
• Providing transparency: We explain complex financial concepts in clear and accessible language, ensuring you are always informed and in control.
• Delivering exceptional service: We are dedicated to exceeding your expectations with personalized attention and responsiveness.