Daniel Bishara Financial Planning Limited

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Daniel Bishara Financial Planning Limited Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Daniel Bishara Financial Planning Limited, Financial planner, Unit 1a Station Buildings, Aislaby Road, Yarm.

At Daniel Bishara Financial Planning, we aim to provide a friendly, professional and personal financial planning service to individuals and businesses in and around Teesside and the surrounding areas of the North East of England.

12/10/2026

Did you know this about Directors Pension Schemes?

Anna is back from the big city, fully graduated and ready for a busy week ahead!With a diary full of appointments, she’l...
06/10/2026

Anna is back from the big city, fully graduated and ready for a busy week ahead!

With a diary full of appointments, she’ll be helping people take the first steps on their new savings journeys, as well as helping clients consolidate and review their existing pensions.

A busy week, but plenty of opportunities to help people make the most of their finances

It is Anna's time to shine!She's currently down in London in Leicester Square for her official SJP academy graduation.We...
02/10/2026

It is Anna's time to shine!
She's currently down in London in Leicester Square for her official SJP academy graduation.

Well done Anna, the whole team are so pleased for you!!

A HUGE congratulations to our very own Anna and her partner Adam who recently got engaged in Skiathos!
29/09/2026

A HUGE congratulations to our very own Anna and her partner Adam who recently got engaged in Skiathos!

New tax rules are coming into place in April 2027, meaning pensions will form a part of your estate when it comes to inh...
25/09/2026

New tax rules are coming into place in April 2027, meaning pensions will form a part of your estate when it comes to inheritance tax calculations.
If you have any questions or would like some help with your pensions ready for next year, just get in touch!

Having multiple pension pots can make it harder to keep track of your retirement savings.Bringing pensions together can ...
18/09/2026

Having multiple pension pots can make it harder to keep track of your retirement savings.

Bringing pensions together can make it easier to manage your money, keep track of your overall pension value and review your retirement plans in one place.

One consolidated pension means one less thing to worry about.

We're all still made up at what an excellent evening we had recently to celebrate Anna.If you'd like to have a chat with...
16/09/2026

We're all still made up at what an excellent evening we had recently to celebrate Anna.
If you'd like to have a chat with her about your pensions and investments, just drop us a message or pop into the office in Eaglescliffe!

We had an amazing evening on Friday surrounded by family and friends to celebrate Anna’s first year working as a Qualifi...
09/09/2026

We had an amazing evening on Friday surrounded by family and friends to celebrate Anna’s first year working as a Qualified Financial Adviser.

Thank you to LunaBlu for hosting us and providing a fantastic venue for us to celebrate in.

If you want to plan for your future, there is no better time to start than NOW!We cover everything from investments to p...
04/09/2026

If you want to plan for your future, there is no better time to start than NOW!

We cover everything from investments to pensions, whether you are starting your savings journey or you already have an established portolfio.

The office renovations are almost complete!The diary is open if you want to pop in for a hot or cold drink and have a ch...
03/09/2026

The office renovations are almost complete!
The diary is open if you want to pop in for a hot or cold drink and have a chat about investments and pensions.

Address

Unit 1a Station Buildings, Aislaby Road
Yarm
TS160JH

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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