Alison — 5 out of 5
I recently sold my house meaning I had a large sum of cash to invest.
Sam Dowse — Independent Financial Adviser in London
About Sam Dowse
As a holistic financial adviser, Sam’s focus is on helping clients align their finances with the life they want to live today and in the future. His approach goes beyond numbers and spreadsheets; it's about understanding what truly matters to each client and building a personalised financial plan that reflects their goals, values, and ambitions. Whether it’s planning for retirement, navigating complex tax considerations, or building a long-term investment strategy, Sam works closely with clients to bring structure and simplicity to what can often feel like overwhelming decisions. His goal is to ensure every financial choice supports a bigger picture, one that’s meaningful and tailored to their unique circumstances. Outside of work, Sam enjoys staying active through running and football, and is always looking forward to hitting the slopes during ski season and exploring new places whenever he can.
Services
- Retirement planning
- Insurance
Specialisations
- Retirement Planning
- Tax Planning
- Investment Management
- Holistic Financial Planning
- Pension Planning
Qualifications
Diploma in Regulated Financial Planning (CII) Certificate in Investment Management (CISI)
Regulation
Sam Dowse is FCA-verified (firm: Westminster Wealth Management).
Client Reviews
Katie — 5 out of 5
Complicated employment benefits and rapidly changing financial circumstances
Amy — 5 out of 5
I am getting closer to retirement and I wasn’t happy with my personal pension returns.
Timothy Knights — 5 out of 5
I downloaded a 'planning for your retirement guide' which led to a referral to Sam.
Graham Smith — 5 out of 5
I was concerned about the age at which I could retire
Frequently Asked Questions
Is Sam Dowse an FCA-regulated financial advisor?
Yes. Sam Dowse is FCA-regulated and verified by Trusted Advisor. We re-check every advisor's FCA status regularly to make sure their authorisation to give regulated advice is current.
What services does Sam Dowse offer?
Sam Dowse offers Retirement planning, Insurance. You can see the full list of services on this profile, or book a free initial call to discuss your situation in more detail.
How much does it cost to use Sam Dowse?
Fees vary depending on the service, the complexity of your situation and the assets involved. Sam Dowse will explain all fees clearly before you commit to anything, and the initial consultation booked through Trusted Advisor is free.
What is the difference between an independent and a network financial advisor?
Sam Dowse is an independent financial advisor, which means they can recommend products from across the whole of the UK market without being tied to any single provider. This generally allows for more impartial advice.
How do I book a consultation with Sam Dowse?
Click "Book a Consultation" on this page to choose a time that suits you. The first call is free and there's no obligation. If you'd prefer, you can also message Sam Dowse directly through the contact form.
Does Sam Dowse work with clients outside London?
Many of the advisors on Trusted Advisor work with UK clients remotely as well as in person. Sam Dowse is based in London but you can confirm preferred meeting locations and video options when you book your initial call.