Kaz Downing Financial Advisor

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Kaz Downing Financial Advisor

I'm an Independent Adviser advising on all aspects of financial advice taking the stress away.

01/09/2026

A few weeks back, our wonderful Bizpedia Portsmouth Group got together for the summer!

We had a beautiful lunch at Hambledon Wine Estate along with relaxed vibes afterwards on their terrace.

Bizpedia is one of my favourite networking groups as people like below become like friends and family (What is spoken in the boardroom, stays in the boardroom!)

Thank you for being such kind, fabulous people! ✨

28/08/2026

A week in the life of Kaz ⭐

Does anyone else think they have a 'chilled' week coming up and then it all goes manic? I usually have a little lull in August due to people being away and seeing their families but this August hasn't calmed down - is everyone feeling the same?

⏺ 7 client meetings
⏺ A lot of admin and calculation cases

Have a great bank holiday weekend! 🌻

26/08/2026

Steve Mullins and I have another fantastic Lunch & Learn coming up in September and it would be great to see you there!

This free event is on the 30th September, where we will be hosting a lunch & learn at the Solent Hotel & Spa in Whiteley!

Do you want to meet new business owners whilst:

✅ Gaining clarity and direction for your business
✅ Generate consistent leads with proven marketing strategies
✅ Align business & personal financial goals
✅ Plan for sustainable growth, succession & retirement

If you are a business owner and you'd like to join, drop me a message with your e-mail address and I shall add you on!

21/08/2026

A week in the life of Kaz ⭐

After a week off to spend time with friends and family, I'm back 🥳 I love having a week off for my birthday especially when it finishes with a weekend of ploughing in the sun! 🚜 🚜

⏺ 7 client meetings
⏺ A day with Eve Downing at the Wi******er Science Centre to entertain the kids! I'm not going to lie, I did have a lot of fun running around with them 🤣
⏺ A lunch today with some of guys from HWB Accountants, hopefully the sun stays out for us.

Have a lovely weekend all - let me know what you're up to!

07/08/2026

A week in the life of Kaz ⭐

What a manic week, does everyone else find the week before a break is 10 x busier than any other? 🫠

⏺ 11 client meetings
⏺ Our August meeting with the wonderful Trafford Enterprises Ltd last night!

I'm ready for a week off to celebrate my birthday - purely laying in the sun!

Have a great week everyone!

31/07/2026

A week in the life of Kaz ⭐

⏺ A lovely walk in the sunshine with Alison B & Christopher Wilson APFS
⏺ Another beautiful walk with Liyen Clutton TEP mooching round Portchester Castle!
⏺ 6 client meetings
⏺ A day off at the New Forest show with my Dad!

Have a good weekend everyone!

17/07/2026

A week in the life of Kaz ⭐

⏺ 5 Client appointments
⏺ 1 networking 1-2-1
⏺ An extremely interesting webinar run by HWB Chartered Accountants on Family Investment Companies. My clients are discussing these more than ever and it was fantastic to see how Gemma explained this to clients.
⏺ Our bi-monthly POD meeting with the South Coast POD
⏺ A catch up over vino with Tom Young in the sunshine ☀️

Have a good weekend everyone!

10/07/2026

A week in the life of Kaz ⭐

⏺ 3 Networking 1-2-1's
⏺ 8 Client appointments
⏺ My favourite Bizpedia Portsmouth board meeting with lunch outside at Exton Park. My favourite place with the best people.

Have a good weekend everyone!

03/07/2026

A week in the life of Kaz ⭐

⏺ A lovely catch up with Karen Pawlowska
⏺ 4 Client appointments
⏺ A great presentation (if I must say so myself) with Steve Mullins on Monday for our Lunch & Learn!
⏺ An Investment meeting with the rest of the W Wealth Management Ltd team!

Have a good weekend everyone!

26/06/2026

A week in the life of Kaz ⭐

Wow, what a manic two weeks it has been to the point I even forgot to do last week's *Week in the life*!

⏺ 9 Client Appointments
⏺ A catch up today with Mr Chris Nash
⏺ Preparation for our Lunch & Learn on Monday!

📶 If anyone would like to attend our free lunch & learn on Monday, let me know and I can pop you on the attendance list 📶

Who is ready for a non sweaty weekend?!

Address

Segensworth Office Park, 10 Little Park Farm Road
Fareham
PO155TD

Website

http://www.wwealth.co.uk/

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