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

81 reviews

Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 10 April 2026

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

  • 39

    Recent Client Reviews

    Verified reviews: 100%

    Daniella has received 39 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 07 April 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

  • 20

    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 20 first impressions)

Daniella Campbell (Dani) is a Chartered Financial Planner operating across Birmingham and Staffordshire. With extensive experience advising private clients and their families, Dani helps individuals navigate complex financial decisions with confidence. Her approach is centred on understanding each client’s unique goals and providing tailored advice that brings clarity and peace of mind. Dani’s expertise spans pension and retirement planning, investment strategies, protection solutions, and tax mitigation. She works with clients at all stages of life—from those preparing for retirement, to individuals saving for future milestones, to business owners concerned about succession and inheritance planning. Her focus is on both short-term financial needs and long-term sustainability, ensuring clients are well-positioned to achieve their aspirations over time.