Mark is the founder and CEO of Daintree Wealth Management. Having spent 20 years in the financial services industry his experience spans private banking, financial planning and discretionary investment management.

When Mark isn’t working, he enjoys spending time with his partner, Kerry, as well as with his children, Thomas and Luca. His hobbies include reading, weight training, and taking part in triathlon and cycling events.

Mark is passionate about giving back and helping others to “think” themselves to better lives. In the past he has been a trustee of both Henshaw’s Society for Blind People and Manchester Art Gallery.

– Contributed to the Parliamentary Review for best practice in Financial Services.

– Member of the Insiders North West 42 under 42 Alumni.

Lubna joined Daintree Wealth in January 2023, as our Financial Controller.

After graduating from Imperial College London, she went on to qualify as a chartered accountant (ACA). Various finance roles in industry followed, and she received her ICAEW Fellowship in 2015.

Lubna is married and a mum of two boys, who occupy most of her time outside of work. She loves spending time with family and friends, and enjoys travelling, especially to warmer climes.

Lubna has also recently started running, although an attempt at the London marathon is still some way off!

Mason joined Daintree Wealth Management in October 2022 as a Trainee Paraplanner.

She graduated from Manchester Metropolitan University with a Bachelor of Arts in Banking and Finance, specialising in Financial Planning, Financial Sector Responsibilities and Ethics, Economics, Banking, Financial Markets and Institutions, Risk Management in Banking and Corporate Finance.

Outside of work, Mason enjoys Horse Riding, something she spent a large majority of her time on during her childhood and teen years, even partaking in some competitions around the North West.

She also attends Pilates and the gym to keep fit and healthy. She enjoys fashion, travel, podcasts, audiobooks plus the latest TV series and films in her spare time.

Sam completed a Master’s degree in Mathematics at Durham University before moving into management roles within customer-facing environments.

At Daintree, Sam works across both the financial planning and technical functions, contributing to investment research and modelling.

In his spare time, Sam is an avid musician and enjoys playing guitar and writing his own music. Sam also regularly plays squash at his local club and enjoys weekends away hiking and wild-swimming in the lake district.

Joe studied Mathematics, Finance and Law at college before beginning his career in the social work recruitment sector, where he spent four years developing strong expertise in compliance and operational administration. 

Outside of work, Joe enjoys weightlifting and calisthenics and is always looking for new ways to challenge himself. He’s a big film fan and likes spending time with friends and family. Joe also enjoys travelling when he can and exploring new places.

Aditi joined Daintree Wealth Management in July 2026 as a Financial Planning Administrator. She holds an MSc in Finance from the University of Manchester and previously worked at a global financial data firm, where she gained experience in global equity markets and quality analysis.

Outside of work, Aditi loves baking and patisserie and often experiments with new recipes and techniques. She stays active with home workouts and yoga, and likes to unwind in the evenings with a good book, usually fiction or personal development.