Sam Dowse

What is your average day like:‍

My typical day will begin with an early morning exercise followed by catching up on the latest news and market movements. My day beyond here is usually split into two, catching up with my existing clients to ensure their financial plans are still on track and making the required revisions when necessary, the other half of my day is spent speaking with new clients, understanding their goals and aspirations and building financial plans to help these become a reality.

What do you like most about your job?

There can only be one answer, giving peace of mind to my clients. Not many jobs in finance come with the benefit of truly making a difference to people’s lives. The job of an Independent Financial Adviser does just that. Helping people build towards and achieve their goals is so rewarding.

How long have you worked in Financial Services

nearly 5 years.

Meet with Sam

What Sam's Clients Have to Say

Jay C

Absolutely fantastic. We were a little nervous about getting advice because of the complexity, but Sam and the team couldn’t have been more supportive.

Rachel C

Very professional and reassuring. Sam answered all my questions patiently and thoroughly.

David Lloyd-Williams

Comprehensive advice which will hopefully pay dividends when the time comes to start using my pension.

Jason Carroll

From the first moment we chatted, we knew we were in good hands. Sam has been clear and supportive every step of the way — I just regret we didn’t contact him earlier.

Jane Greer

Sam was great. He was friendly, professional, and provided a brilliant service.

These testimonials are from current clients of advisors in the Trusted Advisor Network. No compensation (non-cash or otherwise) was provided in exchange for these testimonials. Trusted Advisor does not have any material conflict of interest with the persons giving these testimonials.

Sam Dowse is an Independent Financial Adviser specialising in helping UK-based professionals optimise their tax, earnings, and long-term wealth. With over four years of financial services experience and more than 100 clients supported, Sam transforms complex financial situations from RSU taxation and pension strategy to long-term investment planning into simple, structured, and confident financial futures.

His days are spent supporting existing clients to ensure their plans remain fully aligned with their goals, while guiding new clients by understanding their aspirations and building tailored strategies to help achieve them. Sam’s client-first approach prioritises clarity, reassurance, and long-term peace of mind, these are qualities that are consistently reflected in client feedback describing him as professional, supportive, patient, and highly knowledgeable.

Sam’s philosophy is simple: true financial planning goes beyond spreadsheets. It means listening deeply, planning with purpose, and giving clients the confidence that their finances are structured to support the life they want now and in the future. Whether restructuring RSUs to reduce tax, maximising pension efficiency, or providing cash-flow modelling to plan retirement with certainty, Sam is dedicated to helping clients feel informed, in control, and secure.

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Outside of work, Sam loves keeping active and travelling the world whenever possible. And in case finance wasn’t challenging enough, he’s also a qualified ski instructor.