Daintree Wealth Management have been helping me for the year to understand more about the financial services industry and the services they can offer to assist me. They have helped me make my money work best for me and achieve the level of income I require. I have placed a substantial sum of money with them and feel assured that they understand my needs. They have explained everything in great detail and with complete visibility, which gives me both comfort and reassurance.
What I particularly like is that they are available to explain and clarify any concerns I have and are on hand to advise and recommend any issues that arise.
The service Daintree provides is professional and they take a personal approach in making sure I understand all aspects of my investments.
I would not hesitate to recommend them and am pleased with the results achieved so far.
Having invested with Daintree initially, I continue to increase the size of my portfolio with them, based on the returns they continue to deliver, their transparent / competitive fee structure and because I really like working them and enjoy the relationship.
Founder & CEO of Leadx
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.
As the business I foundered has grown significantly over the past few years, my time has become incredibly valuable and my focus needs to be on the continued growth the business. Where my finances are concerned, Daintree Wealth Management give me peace of mind; They always make sure I fully understand everything they provide and they’re always available and genuinely seem happy and keen to help wherever possible
Founder of Ostereo
I was having major issues transferring my pension and was being quoted initial advise fees of circa 2% by various advisors. Then I was introduced to Daintree Wealth Management and they went to great lengths to assist me with the transfer of my pension. They kept the transfer process straightforward and reorganised my retirement planning at a time of great stress. My wife and I are most grateful for the faultless level of service provided.
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.
CFO, Technology business based in Cambridge
Since becoming a client of Daintree Wealth Management in 2018. I have always received a high level of customer service which has been backed up by solid returns on the investments they have made on my behalf. Additionally I have been impressed with the clear and transparent nature of the statements and reports I have received.
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.
CEO Sharples Group
Having sold my business I needed a firm I could trust to manage my wealth for the long term. I have worked with Daintree Wealth Management for a couple of years and both the service and returns have been excellent. They explain things in easy to understand language and are always available to answer any questions. I am delighted to work with Daintree and would recommend anyone considering financial planning and investing for the future speak with them.
CEO Zoek, Smart Will,
Delivery Quote Compare, suits me
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.
The service I’ve received from Daintree since becoming a client 4 years ago has been nothing but excellent. They have always gone the extra mile to ensure I’m not only happy with the service provided but also fully understand the recommendations they make on a financial planning and in the management of the funds they invest on my behalf. Particularly the dynamic approach to investing they take which has performed well over the years of being a client of Daintree. Finally I’d like to say that the way the information is displayed during a review of my portfolio is excellent, easy to understand and very transparent.
I would recommend Daintree Wealth Management to any of my friends or family and fully expect this business to prosper due to the refreshing approach they have brought to the industry.
I’ve been impressed with Daintree Wealth Management not only by the personal service they have provided but also by the tailored approach/strategy to investing the assets within my pension
At our 6-monthly review I am provided with detailed yet easy to digest financial reporting which strikes just the right balance.
I look forward to working with Daintree Wealth Management over the coming years while they assist me in achieving my financial goals for when I retire.