About Us
Financial Planning With Principles.
Feeling stuck when it comes to money management?
Perhaps you’ve never invested or just simply don’t have the time to learn. Maybe you’ve invested before and lost money due to a financial salesperson. It may be the case you’ve been investing yourself but you recognise there may be something you’re overlooking. It could even be that your situation is just too complex to manage alone.
You’ve established you might need some help. There’s a problem though. Expat financial advice is a minefield. All you need is:
- Someone who listens and understands you.
- To build a plan of how to achieve what you want.
- To be competent, knowledgeable & explain complex topics simply.
- To be transparent about your options & tell you how much the advice will cost.
How can DTM help?
Whatever your needs, dreams or aspirations, however simple or complex your current situation is, we can build a plan to help you get the most from your money and achieve your goals.
What we do:
- Learn about you, your goals & what you're looking to achieve
- Build a plan based on what you'll need to do to achieve those goals.
- Invest according to an evidence-based approach, that ties in with your goals.
- Help you stay on track & amend your plan as your goals & life change.
- Charge a transparent fee based on the complexity and time taken to deliver your advice.
What we don’t do:
- Sell financial or investment products for a commission.
- Lock you into complex contracts.
- Set/sell false expectations.
- Hide from your phone calls.
Daniel Morris - Founder
In 2023 I founded DTM Private Wealth to provide expert financial planning to expats and disrupt the outdated expat financial planning business model.
After a decade in financial planning in the UK, UAE & internationally, I became increasingly frustrated with the lack of standards in expat advice. From advisers with poor knowledge to outright miss-selling of financial products.
I worked at a variety of firms from old school family-owned wealth management to partner of prestigious high net worth advisory companies. But wherever I went and regardless of whether the businesses said they wanted to provide better advice or not – they just didn’t deliver on the most important thing: putting people like you, their clients, first.
The idea behind DTM Private Wealth is simple, a firm of the most knowledgeable and qualified advisers who put their clients interests first. Not driven by external shareholders, not tied to product providers & outside influence. Just personable, professional and high-quality advice.
We plan to continue to grow, but never at the expense of quality, with only advisers who embody the values of exceptional advice, transparency & ethics. It’s our mission to make a difference to not just our clients lives but also serve and educate all expats who might otherwise have fell victim to financial mis-selling and poor advice. So far through our educational projects we’ve helped over 2000’s victims of financial mis-selling, helping them exit toxic products and saving them a combined total of over $1.8 million in hidden commissions.
What our clients say
