Kaz Downing Financial Advisor

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Fareham
Kaz Downing Financial Advisor

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

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?!

22/06/2026

One More Week until our Lunch & Learn at the Solent Hotel!

We only have a few spaces left for our lunch next Monday - If you'd like to book on, let me know and I can sort for you! 💡

📈 Build a Stronger Business. Secure a Stronger Future.
Join fellow business owners, directors and senior leaders for a
complimentary Lunch & Learn designed to help you grow your
business strategically while strengthening your financial future.

Discover practical strategies to improve profitability, create more
freedom, reduce stress, and make smarter financial decisions — all
in one powerful session. 📈

15/06/2026

Do YOU want to......

• Gain clarity and direction for your business
• Create a motivated, high-performing team
• Develop a marketing machine that consistently generates
leads
• Apply proven strategies to increase profits by up to 61%
• Maximise profit efficiency through tax planning and
structuring
• Align personal and business financial goals
• Plan effectively for retirement, succession and exit strategies
• Make the most of tax-efficient opportunities

If so, click on this link (or DM me directly) to join our Lunch & Learn on Monday 29th June 🥗 📈

https://share.hsforms.com/2M2X29rXARA29d25UIseYIg4e9mn

08/06/2026

Who wants to join myself and the wonderful Mr Steve Mullins for a lunch and learn at the Solent Hotel & Spa on Monday 29th June!

Join fellow business owners, directors and senior leaders for a
complimentary Lunch & Learn designed to help you grow your
business strategically while strengthening your financial future. 📈

Discover practical strategies to improve profitability, create more
freedom, reduce stress, and make smarter financial decisions — all
in one powerful session.

If you'd like to attend, please DM me and I shall send you the link to sign up!

We look forward to seeing you there 😀

29/05/2026

A week in the life of Kaz ⭐

2 weeks off and I'm back with a bang! I've managed to slowly bring myself back to work this week and I've been catching up with e-mails along with booking clients in for next month!

⏺ 3 Client Appointments

⏺ 3 Day Week

⏺ A hopefully sunny weekend!

I'm also now booking in any catch up's with people from July/August time so if you'd like a catch up, let me know!

08/05/2026

A week in the life of Kaz ⭐

Logging off on Social Media now until the end of the Month - Holiday here I come!

⏺ 5 Client Appointments
⏺ A day at a business I help with their employees through a Financial Surgery
⏺ A very exciting evening with Trafford Enterprises Ltd tonight celebrating their 25th Anniversary!

Have a wonderful rest of your May!

24/04/2026

A week in the life of Kaz ⭐

⏺ 5 Client Appointments
⏺ 5 Catch Up 121's (2 including wine with Catherine Stratten & Sally Green)
⏺ A fantastic board meeting with the Bizpedia Poole group at Chewton Glen Hotel & Spa ! The food this month was particularly fantastic so thank you to Michael Matthews and his team for looking after me. (See below)

Have a great weekend in the sunshine!

Address

Segensworth Office Park, 10 Little Park Farm Road
Fareham
PO155TD

Website

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

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