Specialist Independent Financial Planning for the Veterinary Profession

About the Team

Benjamin Rees, Director

Portrait photo of Ben Rees , director of DFM Financial
Ben has over 15 years’ experience in the financial planning and investment management profession, starting his career at Barclays Wealth and then Barclays Financial Planning, before establishing our principal company Opus in 2008. As a dual qualified investment manager and…Read more

David Smith, Director

Portrait of David Smith, Adviser at DFM Financial
David qualified as an adviser in 1993 and joined DFM Financial Planning Ltd, then known as Dickinsons Financial Management Ltd, in 1998. He then left in 2000 to work in the financial services divisions of national accountancy and stock broking…Read more

Sarah Nicholls, Director

Portrait photo of Sarah Nicholls, PA to advisers at DFM Financial
Sarah is our Operations Manager, as well as PA to the Directors. She has over 25 years’ experience in the financial services industry and first joined us in 1999 in the general insurance division, back when we were known as…Read more

Keith Dickinson, Consultant

Portarit photo of Keith Dickinson, Chairman of DFM Financial
Keith is a Geography graduate from UCL who has operated in veterinary insurance and finance for over 30 years.  He has supported the veterinary industry avidly during that time with financial and professional initiatives.  He is a keen cyclist with…Read more

Julie Thomas, Paraplanner

Portrait photo of Julie Thomas, Paraplanner at DFM Financial
Julie has over twenty years industry experience, initially as an administrator and then later as a self-employed financial adviser. Julie joined Dickinsons Financial Management Ltd as an administrator in 2014, moving over to DFM in 2018 and is currently studying…Read more

Rachel Page, Paraplanner

Rachel joined DFM in November 2020 having been in the financial services sector for over 30 years and more recently attaining her Diploma in Financial Planning. Outside of work, Rachel is a keen bell ringer and also enjoys walks in…Read more