Informed

Working with Daintree is like having an FD for your personal financial life.

Working together, we have set clear financial goals for my future and created a strategy to work towards them. This is reviewed regularly to ensure we continue to remain on target as circumstances change.

Daintree have been approved by KPMG to manage assets for our Partners and employees. The performance of the portfolios Daintree manage for me have outperformed, and where I have received huge benefit, is through their personal cash flow modelling.

Importantly this process has given me peace of mind, as I know that with the plans I have in place, I can do all the things I want to do in my life for me and my family and that my financial independence is assured.

Daintree was introduced to me by one of my partner colleagues, who has used them for a number of years, and I was aware Daintree looks after several partners within PwC.

The team has taken the time to get to know me, build trust and they really care, which is very important to me.

Daintree help me to understand what my finances mean to me – they are not just talking jargon and products.

I sleep better knowing my risk is being managed and Daintree’s low cost and long-term approach makes me feel comfortable about my financial future.

Daintree has managed some of our family wealth for a number of years. The performance of our portfolios has been strong and when I have needed anything, the service and contact have been excellent.

Since working with Daintree I feel my finances are in safe hands and that they really care.

Working with Daintree to set out my future financial goals, and using their financial planning software, I feel I have a good understanding of what my financial future looks like. This greater clarity of my personal financial position has helped me to make more informed decisions regarding my business too.

Daintree work with my other advisors to ensure I am well looked after financially. They look at what is important to me and my family now, and for our future.

Daintree have made the planning process fun and have brought my financial planning to life through the use of cash flow planning software. This is also helping me make strategic decisions within my business.

I am extremely happy with the service and returns and would highly recommend.

Daintree Wealth Management have been working with me since 2016. Daintree has provided me with smart financial and tax planning solutions and regularly review my planning to make sure I continue on the right path regarding my personal objectives. They explain everything in a clear and easy to understand manner and their investment returns have been excellent. The team are ready to help and focus on me, providing far more than just advice on my money.

I’ve worked with the team at Daintree Wealth Management for a few years now and have been very pleased with the level of service given. They have provided valuable advice in respect of investment decisions and a wider insight into the performance of the market.

I have been using Daintree to look after my investments since early 2017 and I am absolutely delighted with every aspect of the relationship. From the beginning I have been made to feel valued as a client, this started with an extensive analysis of my legacy investments and led to a detailed, but easy to understand set of recommendations and options. I get regular communication from the team with biannual account reviews and of course real time online access to my account. The numbers are performing well which are above and beyond what I would have yielded with my previous arrangements but Daintree has brought a level of transparency and clarity regarding my portfolio than hitherto never existed. The Daintree team give me confidence that my personal wealth is in good hands and that they have my best interests at heart.

For the 3/4 years I have invested with Daintree Wealth Management, the team has been absolutely exceptional in terms of client service and advice. Our adviser goes to great lengths to ensure that you fully understand all the options, and that fully informed and intelligent investment decisions are made at every opportunity. Daintree really majors on client needs and has an in-depth knowledge of the potential investments available, and all related tax and regulatory aspects related there to, ultimately ensuring the right types and levels are invested at the best times in accordance with your personal circumstances.

Daintree will also do all the leg work in getting each of your existing pension pots together under one roof along with any new contributions, so the resulting consolidated pot of investments is much more easily manageable, as well as most probably comfortably out-performing your more layered, cost-burdened, and sector restricted, previous employment pots.