Daintree Wealth Management Limited

Reference number: 828483

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Authorised by the FCA

This firm is on the FCA register and authorised to carry out regulated activities.

Website, phone number and address

Compare these against whatever you were given. Scammers clone real firm names and reference numbers but use their own phone number and website, so a detail that does not match the register is the clearest warning sign there is.

In the full report: 3 background checks

  • When daintreewm.com first appeared online, and whether it can receive email
  • What kind of line 0161 464 9720 is
  • Who else gives the postcode M4 4BE
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Other names (1)

If you were contacted under any of these names, it is this firm.

  • King Street Wealth Management Limited Former name

FCA permissions and consumer protection

  • Hold or safeguard your money · Manage or trade investments FSCS may apply
    Eligible investment and pension claims are typically FSCS-protected up to £85,000 per person, depending on the product and your circumstances.
  • Give regulated advice FSCS may apply
    A claim for unsuitable advice is itself FSCS-protected, up to the limit that applies to the product you were advised on.
  • Complaints Ombudsman, free
    You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.
Show FCA detail (8 permissions)
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on P2P agreements
  • Advising on Pension Transfers and Pension Opt Outs
  • Arranging (bringing about) deals in investments
  • Arranging safeguarding and administration of assets
  • Dealing in investments as agent
  • Making arrangements with a view to transactions in investments
  • Managing investments

Limits on what they may do

  • This firm may handle your money in passing but must not hold it, so payments should go to the product provider, never to a personal account.

FCA disciplinary action and complaints

No FCA disciplinary action.

The Financial Ombudsman Service only publishes complaint figures for firms with 30 or more new complaints in six months, so there are none here for this firm.

Companies House record

The company behind the firm: its status, age, registered office and directors.

Company number
10762963
Company status
Active
Company type
Private limited company
Incorporated
10 May 2017 (9 years old)
Registered office
1 Balloon Street, Manchester, M4 4BE, United Kingdom
Nature of business
  • Financial management (SIC 70221)

Directors and company secretaries

Name Role Born Appointed Other companies
Mark Parello Director Aug 1977 10 May 2017 5 other companies
Lubna Kaiser Director Apr 1977 17 Jul 2023 2 other companies

Other companies run by these 2 directors

A firm is run by people, and their other companies are their track record: what they built, what closed, and anything that failed. It is the check most people never think to make.

other companies
5
closed down
1
run together
2

In the full report: all 5 companies, named

  • What each company does, and whether it is still trading
  • Which of these 2 directors sit on each board, and since when
  • Any that went into liquidation or administration
  • The 2 companies these 2 directors run together
  • All 3 people who have ever been directors, with their dates
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Filed accounts and finances

Year to 31 December 2025Full accountsAudited

Turnover

£1.04m

+17% from £891k

Profit before tax

£640k

+76% from £363k

Net assets

£501k

+37% from £365k

Cash at bank

£603k

+27% from £475k

Turnover and profit

In the full report: all 7 years of accounts

  • Every year from 2019 to 2025
  • Both charts, over every year
  • Every filed figure, year by year
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About these figures
Turnover
Money taken from sales in the year, before any costs.
Profit before tax
What was left after the year’s costs, before corporation tax. A minus figure is a loss.
Net assets, or total equity
Everything the company owns minus everything it owes. A minus figure means it owes more than it owns.
Total assets and total liabilities
Everything the company owns, and everything it owes, on the last day of the year. The gap between them is its net assets.
Cash at bank
Money in the company’s accounts on the last day of the year.
Owed within a year, owed after a year
Debts and bills due in the next twelve months, and those due later.

Accounts filed at Companies House for company 10762963. Every figure is as filed, apart from total assets and total liabilities, which are added up from filed figures. Nothing is estimated.

Key dates in its history

Daintree Wealth Management’s history from the FCA register and Companies House, newest first.

Key events (6) All events (13)

2020

1 May 2020

  • Changed its registered name from "King Street Wealth Management Limited"

FCA register

2019

1 July 2019

  • Regulated by the FCA from this date
  • FCA imposed a requirement (May control but not hold client money)
  • Became authorised by the FCA

FCA register

2017

10 May 2017

  • Incorporated at Companies House
  • Wellbeing Holdco Limited took control (75–100% of shares)

Companies House

In the full report: all 13 events

  • All 13 events in its history (6 shown here)
  • Every director appointment and resignation: 4
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Firms connected to Daintree Wealth Management

Other FCA-listed firms that share a director, phone number or address with Daintree Wealth Management. A link shows who the firm is tied to, not whether either can be trusted.

connected firms
2
share its postcode
2

In the full report: all 2 connected firms, named

  • How each is linked: the same postcode (2)
  • Who links each one: the named directors, with dates
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Firms like Daintree Wealth Management

Other firms of the same type (investment or fund manager), nearest first.

In Manchester

Interactive Investor Services LimitedManchesterAuthorisedArnold Stansby & Co. LimitedManchesterAuthorisedArtorius Wealth Management LimitedManchesterAuthorisedBlankstone Sington LimitedManchesterAuthorisedCastlefield Investment Partners LLPManchesterAuthorisedFuture Planet Capital (Ventures) LimitedManchesterAuthorised

Firms are listed by type and location, best known first. Being listed is not a recommendation: check any firm before you deal with it.

Get the full report on Daintree Wealth Management

Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.

  • 5 other companies its directors have run, named
  • 3 background checks on its contact details
  • 7 years of accounts, charted
  • All 13 events in its history
  • 2 connected firms, named, and who links them

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Frequently asked questions about this firm

Is Daintree Wealth Management Limited FCA authorised?
Yes, Daintree Wealth Management Limited (FRN 828483) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since July 2019 and works as an investment or fund manager. The FCA has placed a limit on what it may do.
What is Daintree Wealth Management’s phone number and website?
The FCA register lists the phone number 0161 464 9720 and the website daintreewm.com for Daintree Wealth Management. If you were given different contact details, use these to check with the firm before going any further.
Is Daintree Wealth Management a scam or clone?
Daintree Wealth Management is a genuine FCA-listed firm, and the FCA has published no warnings about fake versions of it. Scammers do copy real firms, though, so check that any contact details you were given match the ones on the register.
Is my money safe with Daintree Wealth Management?
It is permitted to hold and control client money, which it must keep separate from its own. It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about Daintree Wealth Management to the Financial Ombudsman Service, free of charge.
Who owns Daintree Wealth Management?
Daintree Wealth Management is owned by Wellbeing Holdco Limited, which holds 75–100% of shares and 75–100% of votes, since 10 May 2017.
Who runs Daintree Wealth Management?
Companies House lists 2 directors of Daintree Wealth Management: Mark Parello and Lubna Kaiser.
How long has Daintree Wealth Management been in business?
The company was formed on 10 May 2017, and has held its current FCA authorisation since July 2019.
What do Daintree Wealth Management’s latest accounts show?
Its latest accounts, to 31 December 2025, show turnover of £1.04m (+17% from £891k) and profit before tax of £640k (+76% from £363k).
Does Daintree Wealth Management use any other names?
It has previously used the name King Street Wealth Management Limited.

Sources and links

The full report on Daintree Wealth Management Limited

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