Sam Dowse

Independent Financial Adviser

+44 (0)203 370 6819

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

   EXCELLENT4.9 out of 5

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 passionate about helping 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.

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…

Fiona Lynch

October 21, 2023

I had a very positive experience with Sam Dowse of Humboldt Financial when assessing my pension options. I found him to be very responsive, knowledgeable and proactive. He presented all the options and information in a very approachable format. I would not hesitate to recommend him to anyone concerned about their current pension provision and what can be done to get it on track

iain roebuck

October 5, 2023

Moneysavingsexpert recommended finding a financial advisor through unbiased, this led to Sam Dowse contacting me from Humboldt. What a very pleasant experience, Sam talked me through my requirements and gave me advice on what would suit me. An easy solution to a minefield that is pensions. Excellent so far thanks.

Steven Forde

August 23, 2023

Currently going through the process of consolidating pensions. Humboult Financial and specifically my advisor Sam have made the process easier to handle and understand whilst providing a better solution for my future.

jane greer

August 9, 2023

Sam was great . He was friendly , professional, and provided information to me in a timely manner. Brilliant service, thank you.