Logo_914173W_blue_original.png

Daniel Bishara

Dip CII/ CeMAP

My aim is to provide a bespoke financial advice service for you, your family or your business, helping you to make the right decisions that will shape your future security.

About

I have worked in the financial industry for over 10 years working for some of the UK’s largest Banks and Building Societies. During that time I have helped my clients with some of their biggest financial decisions from purchasing their dream homes, to making the most of their money and achieving theirs and their family's financial goals.


Over the years I have undertaken many professional qualifications to enhance my knowledge and expertise, including the Chartered Institute of Insurance Diploma in Regulated Financial Planning and the Institute of Financial Services Certificate in Mortgage Advice and Practice. I feel it is vital to continue to enhance my knowledge and skills through on-going training and development to ensure I continue to be at the forefront of innovation in the industry.


In 2017, I recognised that I could provide clients with a better service and the best possible advice by setting up my own business, becoming an Associate Partner Practice of St. James's Place as part of the process. Now, I focus on promoting the development of lifelong relationships with clients, helping them to secure the financial futures of themselves and their families through the breadth of wealth management and financial planning services that I offer.


My life outside of work very much revolves around my wife Vicky, our son Zachary and dog Harley. We enjoy keeping Zac extremely active and tend to spend the majority of our weekends walking the local beaches and visiting local attractions. Myself and Zac are keen football fans, I still try and play football at least once per week (trying being the key word).


We look to provide a very personal service, to build long-term relationships with you and your family where we take the time to listen, understand, and get to know yours and your families’ future goals and aspirations, ensuring that we are always available to provide help, support and advice. We pride ourselves on providing a personal advice service in a way that is easy and simple to understand for all our clients.


Based in Teesside, we look to service clients across the North of England, offering the highest level of professionalism and financial expertise in the comfort of your own home or office.

Promotions

Item 1 of 4

Advice & Services

We offer an excellent wealth management service which will help you achieve your goals

Investment planning
We’re here to make the money you’ve worked hard for, work just as hard for you. Together, we will create a personal investment strategy, and a detailed plan to help you reach your personal goals.
More

More about St. James's Place

We’re not about selling products. Of course, we aim to achieve the best returns and help you make the most of your money. But it’s not all we want. We’re relationship-builders, ready with guidance and advice whatever stage you’re at in your life. We offer a financial service that lasts a lifetime, and beyond.

SJPWM-Crop-Blue.svg

St. James's Place Guarantee

St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.

SJP Approved 12/05/2022

The Partner Practice 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) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.

Daniel Bishara Financial Planning Limited is registered in England and Wales, Number 12342300. Registered Office: Unit 1a Station Buildings, Aislaby Road, Yarm, TS16 0JH. VAT No. 12342300.