Financial planner

Daniel Bishara Financial Planning Ltd

Near Yarm, in Eaglescliffe · 0.3 miles from Yarm Town Hall

Daniel Bishara Financial Planning Limited provides chartered financial advice from Yarm, supporting clients with clear, practical planning for pensions, investments and long-term financial goals. We offer consultations and tailored recommendations based on your circumstances, whether you’re building wealth, reviewing pensions, or planning for retirement. Areas of focus include pension planning (including SIPPs), investment planning and tax-efficient investing such as ISAs, plus wider estate and tax planning considerations. Contact us to arrange a call or submit an enquiry via the website.

Business details

Category

Financial advisers

Address

Unit 1a, The Station Buildings, Aislaby Rd, Eaglescliffe, Stockton-on-Tees TS16 0JH

Locality

Eaglescliffe (near Yarm, not in Yarm itself)

Distance

0.3 miles from Yarm Town Hall

Telephone

+44 1642 378589

Website

www.dbfinancialplanning.co.uk

Google rating

5.0 from 12 reviews(Rating based on Google reviews)

Last verified

2026-09-17

Opening hours

Hours as supplied by the business's own listing. Please confirm before travelling.

Facilities and attributes

• Wheelchair accessible entrance
• Wheelchair accessible parking lot
• Wheelchair accessible restroom
• Restroom
• Appointments recommended

Location

Open in OpenStreetMap