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

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.

02/11/2026

🔎 There could be money in your past that you’ve forgotten about!

Changed jobs a few times? Moved house? Somewhere along the way, you might have lost track of an old workplace pension.

With National Pension Tracing Day was on 25 October, it’s the perfect reminder to give your pension history a little attention. After all, the money you’ve paid into a pension could play an important part in your future retirement.

💡 Not sure where to start? Try these three steps:

✅ Look back: Make a list of previous employers you had a workplace pension with.

✅ Check your records: Dig out old pension statements, letters and paperwork.

✅ Start tracing: Use the free Government Pension Tracing Service to find contact details for pension providers.

💛 Out of sight doesn’t mean out of value. An old pension could be an important piece of your retirement puzzle.

So, where does Daniel Bishara Financial Planning come in?

Once you’ve tracked down your pensions, Daniel and Anna can help you understand how they fit into your wider retirement plans, giving you a clearer picture of what you have and how it could support your future.

🔗 Find the free Government Pension Tracing Service here:
https://www.gov.uk/find-pension-contact-details

The Government Pension Tracing Service provides contact details for pension schemes. It does not confirm whether you have a pension or tell you its value. Pension benefits and options depend on your individual circumstances.

SJP APPROVED 27/10/26

31/10/2026

A throwback to Dan messing about with this brush instead of sweeping the leaves up like he was supposed to!
Happy Halloween!

24/10/2026

🔎 There could be money in your past that you’ve forgotten about!

Changed jobs a few times? Moved house? Somewhere along the way, you might have lost track of an old workplace pension.

With National Pension Tracing Day on 25 October, it’s the perfect reminder to give your pension history a little attention. After all, the money you’ve paid into a pension could play an important part in your future retirement.

💡 Not sure where to start? Try these three steps:

✅ Look back: Make a list of previous employers you had a workplace pension with.

✅ Check your records: Dig out old pension statements, letters and paperwork.

✅ Start tracing: Use the free Government Pension Tracing Service to find contact details for pension providers.

💛 Out of sight doesn’t mean out of value. An old pension could be an important piece of your retirement puzzle.

So, where does Daniel Bishara Financial Planning come in?

Once you’ve tracked down your pensions, Daniel and Anna can help you understand how they fit into your wider retirement plans, giving you a clearer picture of what you have and how it could support your future.

🔗 Find the free Government Pension Tracing Service here:
https://www.gov.uk/find-pension-contact-details

The Government Pension Tracing Service provides contact details for pension schemes. It does not confirm whether you have a pension or tell you its value. Pension benefits and options depend on your individual circumstances.

SJP APPROVED 23/10/26

21/10/2026

For those who find it difficult to attend appointments during the working week, workplace visits can be an alternative.

These meetings provide an opportunity for individuals or teams to discuss pensions, investments and future financial planning in a familiar setting.

Appointments can be arranged at a mutually convenient time.

16/10/2026

Should you consolidate old pension schemes?

12/10/2026

Did you know this about Directors Pension Schemes?

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

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!!

29/09/2026

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

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!

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

Website

http://dbfinancialplanning.co.uk/

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