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Sustainable

Financial Planning

for you, your family and the world around us

Hello, I'm Jill, principal planner and director at  Big Picture Financial Planning,  It's great to have you visit and I hope you'll find inspiration and useful information in some corner of the website.   Please do get in touch if  you want to send us a message or if you want to arrange a call back. 

Three reasons ... 

Below are three of the main reasons driving Big Picture Financial Planning. 

Our three whys.

01

To serve conscious consumers and ethical investors.

It is totally possible to achieve your financial goals without compromising your values.  No more settling for just a fund fact sheet, you deserve to benefit from proper financial planning that dives deeper into what truly matters to you and helps you build a plan a plan 

02

To provide independent advice.

Independent advice provides the best client outcomes.  We are not tied to any institution or product provider and this gives  us the freedom to recommend what's best or you without any conflict of interest.  This is hugely important to us. 

03

To provide peace of mind and financial confidence

Financial uncertainty and worrying about where your money is invested is draining.  We're here to listen to your story and take away your concerns and work with you to create a meaningful plan so you can focus on living life to the full.   We want you to have peace of mind, knowing that whilst your money is working hard for you and your family, it's also helping to make the world greener, cleaner and safer for generations to come.

In a nutshell ...

We're here so you don't have to navigate your financial journey alone

Who we work with ...

We love working with all types of people and generally they fall into three main groups, often defined by life stages.  All are united in wanting  to grow or preserve their wealth sensibly, without taking undue risk.  Financial success is viewed as going hand in hand with environmental and social responsibility and a growing number are looking to use their investments to create a positive change in the world. 

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Young professionals

Juggling work and child care description gets readers in the mood, and makes them more likely to go ahead and book.

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Business Owners 

Describe your service here. What makes it great? Use short catchy text to tell people what you offer, and the benefits they will receive. A great description gets readers in the mood, and makes them more likely to go ahead and book.

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Active Retirees

Describe your service here. What makes it great? Use short catchy text to tell people what you offer, and the benefits they will receive. A great description gets readers in the mood, and makes them more likely to go ahead and book.

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I’ve enjoyed Jill’s advice and found it incredibly valuable. While conversant in financial matters I don’t have time to research.  I needed someone who knows
how it all works, and  with my own interests at heart.  Jill has proven to do just that.

Robin  - Winster

 About Us 

Big Picture Financial Planning is an independent chartered financial planning practice serving clients in the Peak District and wider area.

Our Peak District Office is next to Tideswell library.

01298 872200 

enquiries@bigpicturefp.co.uk

The bigger picture ... 

Accreditations

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