Sam Dowse

Independent Financial Adviser

+44 (0) 203 0319 187

33 Swan House, Queen St, London, EC4R 1AP (Appointment Only)

Financial advice is crucial throughout life, I believe however there are 2 main occasions which need an additional focus. Changing careers and approaching retirement. I am a financial adviser based in our London office who helps clients navigate these tricky times. My main goal is simple, to create financial security for clients and their family, setting them up for a long and happy retirement.

This can be achieved by homing in on a few key areas, tax efficiency, investment performance and saving diligently. I recently wrote an article on the importance of seeking advice whilst navigating key career changes which can be viewed here.

Outside of the office I am an avid traveller and a keen sportsman often found on the football field or tennis court.

Investments and Savings

Get help generating a better return on your savings, with a full range of investment options which could include equities, funds, bonds and alternative investments.

Pensions

Get help on making a plan for a comfortable retirement; whether it's starting a pension or understanding how much you should be contributing to one.

Retirement income (annuities, drawdown)

Get help understanding and evaluating annuities vs. drawdown, or discussing the other available retirement income options for you.

Pension Transfers - Non Specialist

Get advice on transferring pensions where you do not need a specialist, for example a standard personal pension or one through your employer that is made up ONLY of regular contributions from you and your employer (this should not be a defined benefit pension)

Inheritance Planning

Get help with planning your inheritance and understanding the tax implications of an inheritance you leave, or accessing an inheritance you have received.

Insurance and Protection

Get help to understand the best level of life cover, critical illness cover and income protection for you.

Joseph Mwaura

September 19, 2024

Having had a conversation with Sam Dowse (Humboldt financial)on different insurance products availability this was an eye opener to me to have a clear direction on what would work for me.Further,this could only set my life goals on track .His support and guidance was very professional and incredible.No doubt straightforward and realistic onto the objectives.Other than very affordable products the continued support and updates has continuously reassured me that the insurance product i undertook was the best choice i made.I highly recommend Sam Dowse and Humboldt finance for great work.

Jay C

July 11, 2024

Absolutely fantastic. We were a little nervous about getting financial advice because of the complexities involved, but Sam and the team could not have been more supportive and helpful. From the first moment we chatted, we knew were in good hands and they have been clear and honest every step of the way. We feel 100% confident with their advice and support and I just regret that we didn't contact them earlier.

Caroline Murphy

January 17, 2024

Consolidating pensions can be a daunting task, just where to start..?With Humboldt, I found the most helpful advice from Sam (Independent financial advisor), who has been able to take me through the journey. Sam has presented my options clearly and help me understand the steps I can take now, to make for a more comfortable and financially secure future. Pensions made simple with Humboldt! And the investor, AJ Bell, has an app! Jeez, who doesn’t love an app…

BSc Business Economics
Certificate in Investment Management
Diploma in Regulated Financial Planning

Fancy a chat?

Contact Sam through the link below for your free 60 minute chat. You can use this to discuss your situation and see how we can help

Request Free 60 minute Initial Consultation

Sam Dowse

Independent Financial Adviser

Swan House, 33 Queen St, London, EC4R 1AP

020 3031 9187

[email protected]