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 for High Earners
Qualifications
Sam holds a First Class BSc in Business Economics with Industrial Experience from the University of Exeter, where he received multiple academic commendations. He is professionally qualified with the CII Level 4 Diploma in Regulated Financial Planning and the CISI Certificate in Investment Management, supporting his expertise in financial planning and investment advice.
Fees
Sam works within Westminster Wealth’s transparent fee structure, with all costs agreed upfront before any work begins. Fees may be charged as fixed project fees, hourly rates, or as a percentage of funds invested, depending on the type and complexity of advice required. Clients can expect clear disclosure of any planning, implementation and ongoing advice costs before proceeding.
Regulation
Sam Dowse is FCA-verified (firm: Westminster Wealth).
Frequently Asked Questions
Is Sam Dowse a regulated financial advisor?
Yes. Sam Dowse is FCA-verified and authorised under Westminster Wealth, 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.
How does Sam Dowse charge for financial advice?
Sam works within Westminster Wealth’s transparent fee structure, with all costs agreed upfront before any work begins. Fees may be charged as fixed project fees, hourly rates, or as a percentage of funds invested, depending on the type and complexity of advice required. Clients can expect clear disclosure of any planning, implementation and ongoing advice costs before proceeding.
What qualifications does Sam Dowse hold?
Sam holds a First Class BSc in Business Economics with Industrial Experience from the University of Exeter, where he received multiple academic commendations. He is professionally qualified with the CII Level 4 Diploma in Regulated Financial Planning and the CISI Certificate in Investment Management, supporting his expertise in financial planning and investment advice.
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.