Big Picture Wealth Planning Ltd

Reference number: 992292

Instant download

Appointed representative

This firm does not hold FCA authorisation of its own, and acts under a principal firm, which is legally responsible for its regulated business.

Responsible principal firm

Best Practice IFA Group Limited Reference number: 223112 Authorised View firm →
What does this mean?
  • An appointed representative (AR) can carry out regulated financial services, but is not directly authorised by the FCA. A principal firm holds the authorisation and is legally responsible for the AR's conduct.
  • Big Picture Wealth Planning Ltd (FRN 992292) is an AR of Best Practice IFA Group Limited (FRN 223112). When you use Big Picture Wealth Planning's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Big Picture Wealth Planning, complaints and compensation usually follow the same rules as dealing with the principal, but this depends on the product and your circumstances.
  • Before you proceed, confirm contact details match the official FCA register for both firms. Scammers sometimes clone legitimate AR names and FRNs but use fake phone numbers and websites.

Website, phone number and address

Compare these against whatever you were given. Scammers clone real firm names and reference numbers but use their own phone number and website, so a detail that does not match the register is the clearest warning sign there is.

  • No website on the FCA register

  • Phone number

    020 8124 8444

  • Address

    39 Park Avenue West, Epsom, Surrey, KT17 2NU, United Kingdom

In the full report: 2 background checks

  • What kind of line 020 8124 8444 is
  • Who else gives the postcode KT17 2NU
Instant PDF download
Other names (1)

If you were contacted under any of these names, it is this firm.

  • Big Picture Wealth Planning Limited Former name

FCA permissions and consumer protection

  • Protection through the principal firm
    Protection works through Best Practice IFA Group Limited, the principal firm responsible for this firm's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
  • Complaints Ombudsman, free
    You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.

FCA disciplinary action and complaints

No FCA disciplinary action.

The Financial Ombudsman Service only publishes complaint figures for firms with 30 or more new complaints in six months, so there are none here for this firm.

Key dates in its history

Big Picture Wealth Planning’s history from the FCA register and Companies House, newest first.

2023

28 February 2023

  • Changed its registered name from "Big Picture Wealth Planning Limited"

FCA register

23 February 2023

  • Became an appointed representative

FCA register

Firms like Big Picture Wealth Planning

Other firms of the same type (financial adviser), nearest first.

In Epsom

Dominic MontagueEpsomAppointed representativeFSWM LimitedEpsomAppointed representativeJames DuffyEpsomAppointed representativeKG Associates LtdEpsomAppointed representativeMonro Financial Management LtdEpsomAppointed representativeRogan Phillips Wealth Advisory LimitedEpsomAppointed representative

Firms are listed by type and location, best known first. Being listed is not a recommendation: check any firm before you deal with it.

Get the full report on Big Picture Wealth Planning

Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.

  • 2 background checks on its contact details

Instant PDF One-off payment Secure checkout by Stripe

Frequently asked questions about this firm

Is Big Picture Wealth Planning Ltd FCA authorised?
Big Picture Wealth Planning Ltd (FRN 992292) is not directly authorised. It is an appointed representative acting under the responsibility of a directly authorised principal firm.
What does appointed representative mean for Big Picture Wealth Planning?
An appointed representative (AR) can carry out regulated financial services, but is not directly authorised by the FCA. A principal firm holds the authorisation and is legally responsible for the AR's conduct. Big Picture Wealth Planning Ltd (FRN 992292) is an AR of Best Practice IFA Group Limited (FRN 223112). When you use Big Picture Wealth Planning's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Big Picture Wealth Planning, complaints and compensation usually follow the same rules as dealing with the principal, but this depends on the product and your circumstances. Before you proceed, confirm contact details match the official FCA register for both firms. Scammers sometimes clone legitimate AR names and FRNs but use fake phone numbers and websites.
What is Big Picture Wealth Planning’s phone number?
The FCA register lists the phone number 020 8124 8444 for Big Picture Wealth Planning. If you were given different contact details, use these to check with the firm before going any further.
Is Big Picture Wealth Planning a scam or clone?
Big Picture Wealth Planning is a genuine FCA-listed firm, and the FCA has published no warnings about fake versions of it. Scammers do copy real firms, though, so check that any contact details you were given match the ones on the register.
Is my money safe with Big Picture Wealth Planning?
Protection works through Best Practice IFA Group Limited, the principal firm responsible for Big Picture Wealth Planning's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Does Big Picture Wealth Planning use any other names?
It has previously used the name Big Picture Wealth Planning Limited.

Sources and links

The full report on Big Picture Wealth Planning Ltd

£19.99 · Instant PDF download

Loading secure checkout…