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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 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.

Joseph Mwaura
September 19, 2024
Jay C
July 11, 2024
Caroline Murphy
January 17, 2024
Fiona Lynch
October 21, 2023
iain roebuck
October 5, 2023
  • 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

Sam Dowse

Independent Financial Adviser

+44 (0)203 0319 187