Chris joined Daintree Wealth Management in July 2020 as a Trainee Financial Planner.
He graduated from Manchester Metropolitan University with a Bachelor of Science degree in Economics & Banking, specialising in Investments, Risk Management in Insurance and Banking, Financial Markets & Institutions.
Chris is an avid golfer and has been a member of Formby Golf Club since he was 10 years old. He has represented the club at a junior level and continues to play socially, to a handicap of 8.
Chris’ golfing knowledge has also come in handy elsewhere, caddying at golf clubs around the North West such as Birkdale, Formby & Hillside. His most memorable experience happening in 2017 – where he caddied for the Doosan Group, the day after the final day of the Open Championship – even getting the opportunity to play the 18th hole.
He also likes to keep fit by attending the gym and going on hikes around the UK.
As the Head of Operations, Aidan’s primary focus is on building, developing, and improving the service, systems, and processes to enable Daintree Wealth Management to run as efficiently as possible and deliver the best possible service to Daintree Wealth Management clients.
Aidan is a member of the investment committee and works alongside the managing director on business operations, strategic innovation, and business development.
From his work with homelessness and mental health charities, mentorship of university students to his relentless pursuit of bigger, more difficult challenges Aidan is focused on providing a genuine, positive impact and inspiring others to lead a happier, more fulfilled life.
0161 464 9723
João joined Daintree Wealth Management in March 2020 as a Trainee Financial Planner.
He graduated from Manchester Metropolitan University with a Bachelor of Science degree in Economics, specialising in Corporate Finance, Investments and Data Science.
João is a keen sportsman and was the 2017 World Champion in Taekwondo Sparring and Taekwondo Patterns in the Barneveld ITF Open World Championship and is part of the BUTL National Squad.
He previously held a position with The Manchester Metropolitan University as the President of the Taekwondo team during which he was the lead organiser for charity focused events in Manchester and led a self-defence program regarding student safety in Manchester.
During Summer he engages with the local community in his home town by volunteering as a Scout Leader, engaging in environmental campaigns and wilderness survival training.
0161 464 9724
Mark is the founder and Managing Director of Daintree Wealth Management. Having spent 20 years in the financial services industry his experience spans private banking, financial planning and discretionary investment management.
The experience gained within each of these services has provided him with a unique view of the financial services industry enabling us to challenge the status quo and build a business delivering a better service, better results for less cost.
Mark is married to Alessandra and has two young sons – Thomas and Luca. To relax Mark enjoys reading, weight training and participates 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.
He likes to challenge himself continually and participates in sports events to raise funds for charity, the last one being a brutal 100km ride around the hills of Macclesfield to raise funds for the Mental Health Foundation.
– Contributed to the Parliamentary Review for best practice in Financial Services.
– Member of the Insiders North West 42 under 42 Alumni.
0161 464 9721
Richard has spent the majority of his career working in the City of London assisting individuals and their families, businesses, trustees and charities achieve their financial goals.
As a holistic financial planner, Richard has a fiduciary responsibility to act in the clients’ best interest, by creating strategies that produces great financial outcomes.
Richard assists clients in all stages of their lives in areas including: Wealth preservation strategies, tax efficient investment structuring, tax mitigation strategies, multi-generational planning, estate planning, lifetime cash flow planning and many more (just ask).
Outside of work Richard enjoys playing football (ex semi-professionally) and body building. Most of all he enjoys eating delicious food and sipping on good whisky!