Specialist Independent Financial Planning for the Veterinary Profession

Contact

At DFM Financial Planning Ltd we specialise in giving sound financial advice to veterinary professionals.  We’d love to have a chat with you. Pick up the phone or complete the form below to send us your details and we’ll be in touch.

Call:                      01789400550 

Email:                   info@dfmfinancial.co.uk 

Address:              DFM Financial Planning Ltd 
                             7 Arden Court 
                             Arden Road 
                             Alcester 
                             Warwickshire 
                             B49 6HN

Opening Times:   Monday –Friday: 9am to 5pm 
                            Saturday & Sunday: Closed
 


 

    Data Protection and Privacy

    We will use your name, email address and contact number (‘personal information’) to contact you about the services you have requested or respond to an enquiry you have submitted, which will require us to share your personal information with our advisers and support team. For further information on how your information is used please see our Privacy Policy.

    Email communications are not secure and for this reason we cannot guarantee the security of the email, its contents or that it remains virus free once sent.

    Do you agree with this?  

    DFM Financial Planning Ltd is an appointed representative of Opus Independent Financial Planning Ltd. Registered in England & Wales Number 07304649. Opus Independent Financial Planning Ltd is authorised and regulated by the Financial Conduct Authority. FCA No: 529492.

    Registered Address: DFM Financial Planning Ltd, 7 Arden Court, Arden Road, Alcester, Warwickshire, England, B49 6HN. Registered in England & Wales, No. 11480293.

    Neither DFM Financial Planning Ltd nor its representatives can be held responsible for the accuracy of the contents/information contained within the linked site(s) accessible from this page.

    The Financial Conduct Authority does not regulate National Savings or some forms of mortgage, tax planning, taxation and trust advice, offshore investments or school fees planning.

    The information contained within this site is subject to the UK regulatory regime and is therefore targeted primarily at consumers based in the UK.

    Please read our Privacy Notice before completing any enquiry form or before sending an email to us.

    COMPLAINTS PROCEDURE & FINANCIAL OMBUDSMAN SERVICE (FOS)

    If you have any complaint about the firm, or a service we have provided, please let us know by writing to the following address or by email or telephone: Mr B Rees, Opus Independent Financial Planning Limited of 1 Coleshill Street, Sutton Coldfield, West Midlands, B72 1SD, info@opusifp.com, or 0121 354 4034

    We promise to deal with your complaint in a fair and objective manner. We will provide you with a copy of our formal complaints procedure upon request or upon receipt of a complaint. If we are unable to resolve a complaint to your satisfaction you will usually have the right to take your complaint to the Financial Ombudsman Service www.financial-ombudsman.org.uk/ . The Financial Ombudsman Service is a free and easy-to-use service that settles complaints between consumers and businesses that provide financial services. They resolve disputes fairly and impartially.

    FINANCIAL SERVICES COMPENSATION SCHEME (FSCS)

    We are covered by the Financial Services Compensation Scheme (FSCS) and you may be entitled to compensation from the scheme if, for any reason, we cannot meet our obligations. This will depend on the type of business and the circumstances of the claim.

    Investments – Most types of investment business are covered up to a maximum limit of £85,000. Insurance – Advising and arranging are covered for 90% of the claim, without any upper limit. For compulsory classes of insurance, advising and arranging is covered for 100% of the claim, without any upper limit.

    Where it is appropriate to do so, we may recommend products or funds that are not based in the UK. In the event that the providers of such funds are unable to meet their obligations, these are not covered by the FSCS compensation arrangements. If the product or fund is based in the European Economic Area (EEA), you may be covered by the local investor compensation scheme. We will make you aware if our recommendation includes such products or funds.

    Further information about the compensation scheme arrangements is available from the FSCS www.fscs.org.uk/consumer.