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.
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Chris joined Daintree Wealth Management in July 2020 and is a qualified Financial Planner and Discretionary Investment Manager.
Chris is part of the investment committee at Daintree Wealth Management. Chris makes decisions alongside the investment board, based on current affairs and economic situations.
He graduated from Manchester Metropolitan University with a first class 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.
He also likes to keep fit by attending the gym and going on hikes around the UK.
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Gary joined Daintree Wealth Management in January 2023. He spent 12 years in the financial services industry with experience in personal finance.
Gary believes financial education is key to helping individuals meet their objectives and works diligently providing information, support and guidance to help clients achieve their desired outcomes.
Gary is a keen Sportman, he enjoys playing football and plays for Didsbury Reds F.C, he also enjoys going to the Gym, and watching Ice Hockey, he also enjoys Hiking and Camping.
Gary loves charity and has taken part in various Football events and played with and against some professional athletes past and present.
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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.
Having worked extensively in Group Finance within a multinational FTSE 100 company, as well as senior finance roles with a number of SMEs, she brings a broad spectrum of Accounting, FP&A, and Process & Systems expertise to Daintree. She is ideally placed to manage our finances internally, streamline our financial reporting processes, and support the development and growth of our business.
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!
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João joined Daintree Wealth Management in March 2020 and has completed his CII Level 4 Diploma in Financial Planning.
He graduated from Manchester Metropolitan University with a Bachelor of Science degree in Economics, specialising in Corporate Finance, Investments and Data Science.
As of October 2022 João has been promoted to the position of Private Client Manager, taking a more active role in the servicing of our current clients.
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 women 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.
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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.
Upon graduating, Mason commenced a Masters of Business Administration at Herriot Watt University in order to expand on her degree and gain a more in-depth general business knowledge, to further advance her career in 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.
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