PORTFOLIO Finance Director Services for Businesses just like yours


Take the guess work out of running your SME by using the same financial expertise as the ‘big deal businesses’ at a fraction of the cost.

You don’t need to hire a full-time Finance Director to get the benefits of one.  

Friendly, approachable, female Finance Director

DANI helped me manage the numbers proactively in a sea of complexity.

Andy Newton

Group Property Director, WM Morrison plc

Get the clarity you need to make the next


move for your business

Business Advisor Services

Trusted Business Advisor

for SMEs

More than a year-end sum up

Make nimble, informed decisions with monthly insight into your numbers.

Adjust how you run your business and plan for the future of your company.

You can’t get that from software. You can’t get that from a bookkeeper.

They can only generate the numbers.

We help you understand them.

In plain English.

No jargon.


You’re a business powerhouse, but you can’t do it all yourself

You need help building the roadmap to your business’ success.

Get an experienced FD on your team without having to take on an employee.

We help you craft an operational and financial plan to get you off the plateau and climbing your next mountain.

Will you lose another investor or business loan because your slide deck doesn’t position you as a good risk?

Do you KNOW what is making you money and that you’re priced right?

Can you afford to keep following your gut, with so much riding on your next big decision?

These questions have solid answers. You don’t have to keep guessing and hoping that you’re right.

We wanted to know more about client profitability. She gave us invaluable insight and actionable improvements to make. Dani is definitely making our business better.

Simon Horniblow

Managing Director, CampusLife Limited

Stop flying blind

Reach your goals faster

Schedule a no-obligation call with a professional who can give you the plateau-busting insight to take your business to the next level.


What makes your finance services different to anyone else's?

I provide a tailored portfolio finance service, which means I offer finance services particular to your business needs. I don’t believe ‘one size fits all’.

Instead, I work with you, and find out what it is you want from your business.

I don’t just ‘provide a finance service’. I teach and mentor you, so that you are equipped with the knowledge of how to plan a growth strategy, understand where your business is making money and why your numbers are what they are.

The service I provide is one of a kind as it is 100% tailored to your business.

Isn't hiring a Finance Director or business advisor ridiculously expensive

The beauty of my tailored portfolio finance service is that you won’t need me 100% of the time. Because your business is growing, if you hired a full time Finance Director right now, you’d incur a considerable cost, but wouldn’t have enough for them to do just yet. An engagement with a portfolio FD can be as flexible as you need it to be, starting from 1 day/month and is therefore really cost effective – you’ll only be paying me for the things you truly need.

What experience can you bring to my business, that I can’t find elsewhere?

I bring with me experience gained from working for large, corporate businesses for many years. So, you get the corporate background, without the corporate jargon and lengthy processes. I know what works, and what doesn’t.

My experience expands across a variety of businesses, helping them achieve a variety of business goals. I provide an approachable, friendly service to help you understand your financial needs.