Daniella Campbell

Daniella Campbell

Forvis Mazars

Minimum savings/pensions: Over £100,000

0121 366 8422
Based in Birmingham
View location
Top Rated 2026
Verified since: March, 2024
4.8 out of 5

90 reviews

Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 10 October 2026

    Daniella is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Daniella's status

  • 24

    Recent Client Reviews

    Verified reviews: 100%

    Daniella has received 24 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 06 October 2026

    An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.

  • Qualifications Uploaded

    Qualifications not yet added

    Daniella has not yet added their qualifications to their profile

  • Transparent Fees

    Fees not yet added

    Daniella has not yet added their fees to their profile

  • 25

    Positive First Impressions

    100% of users who are not yet clients had a positive first experience with Daniella

    100% of VouchedFor users have had a positive (4 or 5 star) first experience with Daniella (based on 25 first impressions)

About

Daniella Campbell (Dani) works for the current Top Rated Financial Advice Firm in the UK, and is a Chartered Financial Planner based across Birmingham and Staffordshire. With extensive experience advising private clients and their families, Dani supports individuals in navigating complex financial decisions with confidence, focusing on understanding each client’s unique goals and delivering tailored advice that provides clarity and peace of mind. Her expertise spans pension and retirement planning, investment strategies, protection solutions, and tax-efficient planning. Dani works with clients at all stages of life, from those preparing for retirement, to individuals saving towards key milestones, and business owners considering succession and inheritance planning. Her approach combines addressing immediate financial priorities with building a sustainable long-term strategy, ensuring clients are well-positioned to achieve their objectives over time. In 2025, Dani was awarded Future Faces Ambassador of the Year at the Greater Birmingham Young Professional of the Year Awards, reflecting her strong commitment to supporting and championing young professionals across Birmingham. She is part of Forvis Mazars, an award-winning firm in the Private Client space, enabling her to provide clients with a well-rounded and highly regarded advisory service, as recognised by clients, The Financial Times, and other external bodies.