Specialist Independent Financial Planning for the Veterinary Profession

Welcome to DFM Financial

DFM Financial Planning Ltd provides specialist independent financial planning for the veterinary profession, working with both businesses and individuals. Our thorough knowledge and industry track record enable us to understand your financial planning needs at different stages of your career and to support businesses operating in the sector through tailored financial planning.

Our core services are investments, pensions, protection and wealth planning. We work with our clients to ensure that all their financial planning needs are met.

DFM has a long association with the Veterinary Profession. Since dealing with our first Veterinary Practitioner in 1981, when we traded as Dickinsons Limited, we have seen many changes in and around the animal related profession. Keeping abreast of these changes has been an interesting challenge and one which has secured our reputation in the industry as credible financial advisers.

From our offices in Warwickshire we provide national coverage for veterinary practices.  Our expertise tells us that there are three elements to our job which are fundamentally important to our clients:

  • Understanding the vagaries of their job
  • Giving appropriate, well informed advice
  • Servicing their business efficiently

We pride ourselves on our outstanding reputation as Financial Services Specialists to the Veterinary sector and value the excellent long-term relationships we have with our clients. This website gives an insight into our approach, experience and expertise with the hope that we can start a working relationship with you.