Sam Dowse — Independent Financial Advisor 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
- IHT planning
- Insurance
Specialisations
- Retirement Planning
- Tax Planning
- Investment Management
- Holistic Financial Planning
Qualifications
Diploma in Regulated Financial Planning (DipFPS, CII) Certificate in Investment Management (CISI)
Regulation
Sam Dowse is FCA-verified (firm: Westminster Wealth Management).
Frequently Asked Questions
Is Sam Dowse a regulated financial advisor?
Yes. Sam Dowse is FCA-verified and authorised under Westminster Wealth Management, meaning they are authorised and regulated by the Financial Conduct Authority to provide financial advice in the UK.
What financial services does Sam Dowse offer?
Sam Dowse offers Retirement planning, IHT planning, Insurance.
Where is Sam Dowse based?
Sam Dowse is an independent financial advisor based in London, serving the E, EC, N, NW, SE, SW, W, WC postal areas.
Does Sam Dowse offer a free initial consultation?
Yes. You can book a free, no-obligation initial consultation with Sam Dowse directly through their Trusted Advisor profile.
What qualifications does Sam Dowse hold?
Diploma in Regulated Financial Planning (DipFPS, CII) Certificate in Investment Management (CISI)
How do I book a meeting with Sam Dowse?
You can book a free initial consultation with Sam Dowse directly from their Trusted Advisor profile by selecting a time that suits you. There is no charge for the initial call.