Daniel Bishara Financial Planning appoints new adviser

Daniel Bishara Financial Planning, in Eaglescliffe, County Durham, has strengthened its team with the appointment of Anna Bassett as financial adviser. 

Anna, from Yarm, joins after completing the St. James’s Place Financial Adviser Academy, adding to the firm’s predominantly female team.

She said: “I’m thrilled to be joining Daniel Bishara Financial Planning at such an exciting time in the firm’s growth.

“I’m passionate about helping people make clear, confident financial decisions that enable them to achieve their goals. 

“Working alongside a fantastic team with shared values makes this opportunity even more rewarding.”

Founded in 2017, the firm provides holistic financial advice across pensions, investments, and tax and estate planning for clients across Teesside and the North East.

Daniel Bishara, founder and principal adviser, added: “We’re excited to welcome Anna to the team.

“She’s already shown great professionalism and enthusiasm, and we know she’ll be a real asset to both the business and our clients.

“Her approachable and trustworthy nature makes her ideally suited to building long-term relationships, and her presence on the advisory team also helps us reach a broader range of clients, including women looking for relatable financial advice.”

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