meet the team

Sobukola has over twenty years of experience helping businesses improve efficiency and profitability. Why? Because he is passionate about helping small and medium-sized businesses thrive. From identifying unique wants and challenges to ensuring that financial complexities are easily understood, Sobukola works collaboratively with entrepreneurs and experienced business owners to set them up for success. Guided by his expertise in managing cash flow and working capital, these clients can then focus on the areas and opportunities that will grow the business they want.

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As well as his clients, Sobukola is also passionate about providing growth opportunities to an untapped yet talented market. From his experience in Sub-Saharan Africa, he noticed a large number of very bright University graduates who didn't have enough work opportunities before them. So, to help them develop their skills in the working world, Sobukola started to outsource compliance services to these university graduates and fast forward to today, he also now has a high-performing team overseas to support clients where needed.

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✔️ A Chartered Management Accountant (ACMA/CGMA) with a first degree in Economics and a Masters in International Economics, Banking and Finance.

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✔️ A career Management Accountant and Consultant with experience spanning top-tier Financial Services and Industry from JP Morgan, Credit Suisse, UBS, Deutsche Bank and Siemens, to name a few.

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✔️ International experience helping organisations improve their business strategically in the UK, US, Switzerland and Sub-Saharan Africa.

Daniela is an Independent Financial Adviser with a genuine passion for helping people feel more confident about their finances. Being independent allows her to draw on solutions from across the market and provide advice tailored to each client’s circumstances, priorities and long-term goals.

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With a strong interest in finance and investments, Daniela enjoys helping clients navigate complex financial decisions by explaining them in a clear, practical and accessible way. Her focus is on ensuring clients understand their options and feel confident in the choices they make.

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She believes that great financial advice is built on trust, transparency and strong relationships. Whether clients are planning for retirement, investing for the future, protecting their family or making the most of their wealth, Daniela is committed to providing ongoing support as their needs evolve.

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Outside of work, Daniela is a mum of two, a keen cook and an enthusiastic CrossFitter. She also enjoys spending time in the garden, although she admits her enthusiasm currently exceeds her gardening expertise.

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Ultimately, Daniela believes financial planning should provide clarity, confidence and peace of mind. Her role is to offer expert guidance, an independent perspective and longterm support to help clients make informed financial decisions at every stage of life.