About ( in brief ) ... Hello, my name's Jill, Jill Turner, Big Picture's, director and founder. Back in the 80's, when I started my financial advice career, the "city" seemed an alienating place and it was fair to say I was a reluctant investor. I didn't want my money to fund businesses and activities that "went against the grain", my grain. It took me a while to discover the world of ethical investments, which is a shame, because now I know what I know, my life would be very different.
This is why, I want to share my knowledge and expertise, built over the decades, so you can shortcut your financial planning, build a great life and at the same time, have your money do some good. Sustainable wealth that benefits you, your family and the world around us Big Picture Financial Planning is everything you would expect from a chartered and independent financial advice practice, with the addition of our holistic and ethical approach, that enables you to express your values whilst also achieving your financial goals. It is possible to do both. That's my Big Picture, what's yours ? I look forward to hearing from you. |
Pine Forests in Angelsey 2021
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Photo: Caroline Hernandez
Young FamiliesTo edit, click on the text to start adding your own words.
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Business OwnersTo edit, click on the text to start adding your own words.
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RetireesThis is a time when things start to come full circle and you want to start some intergenerational planning, maybe even start to give money away, thinking about legacy and estate planning To edit, click on the text to start adding your own words.
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Photo Credit : Ben Jones founder of Project Sea Grass conservation
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" Doctors save lives, financial planners save lifestyles, if we change how we spend and invest, we can help save the planet and the lifestyles of all who live on it . " |
Big Picture Financial Planning is a chartered financial planning firm that offers holistic and independent financial advice, to individuals, families, business owners and trustees. Supported with easy to understand reports and cashflow modelling we help you define your goals and bring financial planning to life.
Our advice covers the financial planning and product advice areas of pensions, investments, life assurance, mortgages, intergenerational and later life financial planning. We are also working to make the world greener, cleaner and safer for generations to come. As such, all our recommended investment solutions will include ESG integration as a minimum requirement. We believe that over the long term, by considering how the companies within an investment portfolio, impact the environment, use natural resources, treat their employees and govern themselves, will also provide additional risk management and financial benefits. In addition to all the services you would expect from a chartered financial planning practice, an important area of our work is supporting clients who wish to express their deeper ethical values through their investment choices. |
Tel : 01298 872200
[email protected] Big Picture Financial Planning Ltd is a chartered and independent financial advice practice and an appointed representative of ValidPath Ltd which is authorised and regulated by the Financial Conduct Authority ( F.C.A.)
FCA registration number 942946
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