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Website Privacy Notice

Big Picture Financial Planning Ltd is a chartered financial planning practice delivering independent financial advice to individuals, families, business owners and trustees.  This privacy notice applies to our website only, the aim of which is to provide a brochure style service and medium to communicate news and helpful information to both existing and new clients.

At Big Picture Financial Planning Ltd  we respect your privacy and are committed to protecting the confidentiality of your personal information.  In doing so we follow the requirements of the UK General Data Protection Regulation ( UK GDPR ) this follows on from the European privacy law that took effect on May 25, 2018 and has been retained by the UK government, following the UK’s exit from the European Economic Union.   It sets forth rules governing how companies may collect, store, and use personal data pertaining to and/or originating from individuals in the UK and the EEU.

We welcome the transparency this provides our website visitors and this privacy notice lets you know the data we may collect, why and how we process it, how long we keep it for, who we may be sharing it with and how to exercise your rights over your data.

Our contact details are:

Big Picture Financial Planning Ltd
Registered Address:  

The Electric Works,

Sheffield Digital Campus,
3 Concourse Way,

Sheffield S1 2BJ

Phone Number:  01298 871

The type of personal information we may collect from you:

Through the website we may collect and process the following:


  • Information that you provide us by completing our online forms, subscribing to our newsletter or registering for any service that we might provide.  For example, name, contact details, data that is known as personal identifiers that could be used to identify a living person.


  • Details of your visits to our site including, but not limited to, traffic data, location data, weblogs, other communication data and the other resources you access.

We are not interested in gathering sensitive personal data through the website and prefer to limit the amount of personal data,  to that which you chose to provide on any of the online forms.  We hope that you become a client of ours, at which point,  we will need to gather a lot more information in order to understand your objectives and advise you accordingly. Details and processing of the information we collect at this stage,  is covered in our retail client agreement and client privacy notice.

How we get the personal information and why we have it:

Most of the personal information we process is provided to us directly by you for one of the following reasons:


  • You will have completed an online enquiry form or a newsletter subscription or another request for information. We collect just enough personal information to enable effective communication with you.

We use the information that you have given us in order to respond to your enquiry or request for information.  Where you have given your consent to receiving marketing promotional material we will keep your email on our newsletter mailing list until we are advised otherwise, so that you can be kept informed of news and market events.  

You can unsubscribe at any time.    We do not share your information with other organisations or individuals.

Your trust means everything to us.   If you have any concerns about our use of your personal information, you can address your concerns to us at: 


Data Protection Officer

Big Picture Financial Planning Ltd

The Electric Works


S1 2BJ 

Telephone : 01298 871298 

email : 


You can also voice your concerns to the ICO if you are unhappy with how we have used your data at their address: 

Information Commissioner’s Office

Wycliffe House

Water Lane




Helpline number: 0303 123 1113

ICO website:

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