Business Details
12 Years
experience
Expert Financial Advisers in Manchester
David Hester Wealth Management has been delivering tailored financial planning solutions since 1999. Our founder, David Hester, combines over two decades of industry experience with advanced qualifications from the Chartered Insurance Institute to provide comprehensive wealth management. We specialise in Investment and Portfolio Management, Wealth Preservation, and Trust and Estate Planning, utilising our proprietary Wealth Management System to create bespoke strategies. Our process begins with in-depth client consultations to understand individual goals, followed by transparent advice and fixed-fee implementation. As an FCA-authorised firm, we prioritise client trust through rigorous compliance and proactive financial stewardship.Our family-focused approach ensures ongoing portfolio monitoring and tax-efficient inheritance planning. With a commitment to exceeding client expectations, we offer fixed-fee structures across all service stages, from initial discovery meetings to long-term relationship management. Our expertise extends to complex estate planning, ensuring wealth protection for future generations while minimising tax liabilities. The firm's community engagement and client-centric ethos underpin our dedication to delivering exceptional value. Backed by the Financial Conduct Authority's regulation, we maintain the highest standards of professional conduct and client service excellence.
Services
Investment Management
Wealth Preservation
Estate Planning
Trust Planning
Financial Planning
Details
- Year established: 2014
Highlights and features
- We offer over 25 years of financial planning expertise since 1999
- Our proprietary Wealth Management System ensures tailored solutions
- All services delivered with fixed-fee transparency
- Hold advanced CII qualifications in taxation and trust planning
- Proactive family client management with ongoing portfolio monitoring
Associations and certifications
- Financial Conduct Authority
Services
Wealth Management
Our Wealth Management service creates tailored strategies for long-term financial security. Using our proprietary system, we develop bespoke plans addressing investment management, tax efficiency, and inheritance protection. Clients benefit from fixed-fee structures and ongoing portfolio monitoring to ensure optimal returns with minimal risk.
Estate Planning
Specialist estate planning services preserve family wealth across generations. We implement tax-efficient structures and trust arrangements to protect assets while aligning with clients' wishes. Our process ensures smooth wealth transfer while minimising inheritance tax liabilities through advanced CII-certified methodologies.
Investment Management
Active investment management optimises portfolio performance through strategic asset allocation. Our Advanced Investment Strategy combines market analysis with risk management to maximise returns. Regular reviews ensure alignment with evolving financial goals and market conditions for both individual and family clients.
Trust Planning
Comprehensive trust planning services safeguard assets through legal structures tailored to individual circumstances. We specialise in creating bespoke trust arrangements that provide tax advantages and controlled wealth distribution, ensuring protection against unintended beneficiaries while maintaining regulatory compliance.
Financial Consultation
Initial financial consultations establish clear client objectives through our Discovery Process. The Lifetime Focuser tool and in-depth meetings identify priorities and concerns. We deliver actionable recommendations with transparent fixed fees, covering investment strategies, risk management, and long-term wealth preservation tailored to personal circumstances.
People
David Hester
Founder & Financial Adviser
David Hester has been guiding clients in financial planning since 1999. Holding a BA in Management and advanced CII qualifications, he specialises in tax and trust planning. His expertise ensures tailored wealth management solutions while maintaining active community involvement.
Questions
What financial planning services do you offer?
We provide bespoke wealth management, estate planning, trust arrangements, and investment management services tailored to individual client needs.
How does your Wealth Management System work?
Our system uses the Lifetime Focuser tool and discovery meetings to understand client goals, followed by tailored plan development and fixed-fee implementation.
Are your fees transparent?
Yes, all services operate on fixed-fee structures with detailed cost breakdowns provided before implementation.
What qualifications do your advisers hold?
Our team holds advanced CII qualifications in financial planning, taxation, and trust management, ensuring expert service delivery.
How do you handle ongoing client relationships?
We provide proactive portfolio monitoring, regular reviews, and lifetime plan adjustments to maintain alignment with evolving financial objectives.
