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.

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.

Later is better than never when it comes to starting a pension.Whether you are in your 30's, 40's or 50's, putting a pla...
25/08/2026

Later is better than never when it comes to starting a pension.
Whether you are in your 30's, 40's or 50's, putting a plan in place and understanding your retirement is important.
If you haven't started a private pension yet, or you want to review an existing pension, get in touch today!

When was the last time you looked at your private pension?People set up pensions and then don't think about it for a lon...
20/08/2026

When was the last time you looked at your private pension?
People set up pensions and then don't think about it for a long time.
Your pension should keep pace with any changes that might happen, like wage increases and pension goals.
A simple review can help you understand whether you're still on track for the retirement you want.
Call us on 01642 378589

Unable to make it to our office for a meeting?Dan and Anna can come to you to talk about all things pensions and investm...
18/08/2026

Unable to make it to our office for a meeting?
Dan and Anna can come to you to talk about all things pensions and investments.
Whether it's at home or your workplace, if you'd like information on saving for your future, we'll work around you.

Looking to buy a commercial property?Did you know you can use your pension before retirement age to aide in the purchase...
14/08/2026

Looking to buy a commercial property?
Did you know you can use your pension before retirement age to aide in the purchase as a part of your pot?
We can help advise on this and help you decide the best route for growing your pension.

We cant wait to show you the changes to the office next week!Everyone has been hard at work on the building to make sure...
08/08/2026

We cant wait to show you the changes to the office next week!
Everyone has been hard at work on the building to make sure we can get back in as soon as possible.

It's all happening at the office this week!Cold Day? Come and chat in our nice warm office.Hot Day? Come and chat in our...
05/08/2026

It's all happening at the office this week!

Cold Day? Come and chat in our nice warm office.
Hot Day? Come and chat in our air-conditioned office.

We can't wait to share all of the amazing improvements and growth we have happening!

Dan got a pleasant surprise on holiday recently when he found out (after he had packed) that his flight and check out he...
31/07/2026

Dan got a pleasant surprise on holiday recently when he found out (after he had packed) that his flight and check out he had booked, weren't actually until the following day.
Who wouldn't love an extra day on holiday!?
He is back home now, and ready to chat all about pensions and investments if you have any questions at all!

We had a lovely team outing (minus Bec 😔) for dinner this week to celebrate Jemma's Birthday!
30/07/2026

We had a lovely team outing (minus Bec 😔) for dinner this week to celebrate Jemma's Birthday!

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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