An Associate Partner Practice of St. James's Place Wealth Management

Daniel Bishara Financial Planning Limited

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 Wealth Management 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.

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Advice & Services

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

Insights and E-Briefing Service

Visit Insights to read articles and news to help you make informed decisions about your wealth or sign up to the E-Briefing Service; a personalised email communication service that keeps you informed on the issues that might impact your wealth.

Why Choose St. James's place?

We're not about selling products. We pride ourselves on building trusted, long-term relationships with clients - only by doing so can we truly understand our clients' immediate needs and future aspirations, and offer the quality, bespoke advice that they deserve.

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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.

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 . Registered Office: 12 Halegrove Court, Cygnet Drive, Stockton-On-Tees, TS18 3DB. VAT No. 12342300.