Daniel Bishara Financial Planning Limited

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.

We are half way through 2026!If life is creeping up on you faster than you would like, then now is the time to start inv...
01/06/2026

We are half way through 2026!
If life is creeping up on you faster than you would like, then now is the time to start investing in your future, because it will be here before you know it!

Pensions vs Savings and Investments!People assume Pensions and investments are the same thing, but what is the differenc...
27/05/2026

Pensions vs Savings and Investments!

People assume Pensions and investments are the same thing, but what is the difference, and do you need both?

In reality, they’re designed to help achieve different financial goals.

Pensions
- Primarily for retirement
- Valuable tax advantages
- Usually inaccessible until later life
- Focused on long-term retirement income

Investments
- Support medium and long-term financial goals
- Greater flexibility in access
- Useful for building wealth outside retirement planning
- Complement existing pension arrangements

It's not about choosing one or the other, it's seeing how they can work together to help you!

Get in touch to see how Dan, Anna and the team can help!

Have a great bank holiday weekend! The warm weather is on its way and we are loving it! Why not pop into our Eaglescliff...
23/05/2026

Have a great bank holiday weekend! The warm weather is on its way and we are loving it!
Why not pop into our Eaglescliffe office soon for a nice cold drink and to discuss you pensions and savings!

We're here to help you on your savings journey and answer any questions you might have.
21/05/2026

We're here to help you on your savings journey and answer any questions you might have.

Can’t make it out of the lab to discuss your pensions and savings?Dont worry, We’ll come to you!
15/05/2026

Can’t make it out of the lab to discuss your pensions and savings?
Dont worry, We’ll come to you!

If you think you may need a pension review, get in touch!
15/05/2026

If you think you may need a pension review, get in touch!

Different world events can effect the market when it comes to pensions and savings, but if there is one thing that's cer...
05/05/2026

Different world events can effect the market when it comes to pensions and savings, but if there is one thing that's certain its that Time in the Market is better than Timing the Market.

The real advantage comes from staying consistent, riding the ups and downs, and letting time do the heavy lifting.

It’s not about investing at the perfect time. It’s about being invested for long enough to let compounding happen.

Pop into our Eaglescliffe office to see how we can help with saving for your future!

Remember, if you cant make it to us during the week, we are always happy to come and see you to discuss your pensions an...
28/04/2026

Remember, if you cant make it to us during the week, we are always happy to come and see you to discuss your pensions and investments.

Whether you are an existing client or you'd like to see how we can help you, just give us a call on 01642 378589.

We had such a great time delivering our seminar this week, here's some lovely feedback we received!Keep an eye out if yo...
24/04/2026

We had such a great time delivering our seminar this week, here's some lovely feedback we received!
Keep an eye out if your interested in the next one!

"I found the session really good. I learnt a lot and it made me think about my future and my money a lot more. The way Daniel and Anna explained things was amazing, I have had talks with financial advisors before and struggle to understand what they meant, but this is not the case in the session I understood everything they said and they explained it so well."

Tonight!Join us in our Eaglescliffe office on April 21st for a 90-minute investment planning seminar. We will cover topi...
21/04/2026

Tonight!

Join us in our Eaglescliffe office on April 21st for a 90-minute investment planning seminar.

We will cover topics from beginning your investment journey through to managing existing pensions, as well as answering any questions you might have.

Refreshments will be provided.

Daniel Bishara Financial Planning Limited is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority).

*The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.*

'The value of your investment can go down as well as up. You could get back less than the amount invested.'
SJP Approved 11/02/2026

https://www.eventbrite.com/e/investment-planning-seminar-tickets-1982191786994?utm-campaign=social&utm-content=attendeeshare&utm-medium=discovery&utm-term=listing&utm-source=cp&aff=ebdsshcopyurl

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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