Kaz Downing Financial Advisor

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

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!

A week in the life of Kaz ⭐ ⏺ 5 Client Appointments⏺ 5 Catch Up 121's (2 including wine with Catherine Stratten & Sally ...
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!

17/04/2026

A week in the life of Kaz ⭐

⏺ 8 Client Appointments
⏺ A lovely walking catch up with Alison bell at Hybrid Legal with our pups!

I'm choosing a new type of networking for me for 2026 - If anyone wants to catch up with me but also wants to move your legs, give me a shout for a walking catch up! 🚶 I'm reducing the amount of lunches and coffees I'm having, as I'm getting a bit chunky 🐷 and the coffee adrenaline is too much ☕ 🤣

A week in the life of Kaz ⭐ Here we are, a new tax year! If you're a business owner who can make use of allowances soone...
09/04/2026

A week in the life of Kaz ⭐ Here we are, a new tax year!

If you're a business owner who can make use of allowances sooner than later, then please do. It can reduce stress for you at tax year end and keep you on track for your financial goals! 🏆

A quick 3 day week this week as I'm off to see Craig David tomorrow in London 🎶

⏺ 4 Client Appointments
⏺ 3 Networking 1-2-1's
⏺ A fun event with Trafford Enterprises Ltd tonight with a theme of all things chocolate!

On the networking note, my wonderful friends who run a gym at 365 Fitness in Bishops Waltham are having a networking event on Friday 17th April. See below for details and if you want to speak to them, let me know! 365 Fitness

20/03/2026

A week in the life of Kaz ⭐ 2 more weeks until tax year end - Is anyone else as excited as me?

⏺ 3 Client Appointments
⏺ 5 Networking 1-2-1's
⏺ Our March South Coast POD meeting

Short but sweet - Have a great weekend everyone!

13/03/2026

A week in the life of Kaz ⭐ 3 more weeks till tax year end - One of the busiest times of the year!

⏺ 7 Client Appointments
⏺ 3 Networking 1-2-1's - 2 of them include vino!
⏺ A lot of admin helping clients top up their pensions & Isa's
⏺ The first South Coast POD coffee morning on Tuesday - so lovely to catch up with the wonderful POD who help clients through separation and divorce in the kindest of ways ❤️‍🩹

Have a great weekend everyone!

A week in the life of Kaz ⭐Another busy one ramping up to tax year end!There is only 1 month left until the new tax year...
06/03/2026

A week in the life of Kaz ⭐Another busy one ramping up to tax year end!

There is only 1 month left until the new tax year - where is this year going already?? If you haven't topped up your Pensions & ISA's, you've not got long left and if you have any questions about this, please do DM/call me as I'm happy to answer any Q's 😀

⏺ 3 Client Appointments
⏺ 3 Networking 1-2-1's
⏺ The March Trafford Enterprises Ltd event last night - an event I always come home smiling from!
⏺ A great catch up with Mr Chris Nash who kindly brought round cake - What a good friend! 🍰

Have a great weekend everyone!

Many of you may know that I work/help clients who are going through separation and divorce. I love being able to help so...
03/03/2026

Many of you may know that I work/help clients who are going through separation and divorce.

I love being able to help someone on their finances and future when they are having such a big change in their life.

A lot of people don't realise that when they are going through a divorce that they can have such great people around them, whether they are going through mediation, collaboration or the traditional route.

To have a support network around you of solicitors, mediators, financial neutrals or planners, therapists and divorce coaches can be an unbelievable help!

In November 2025, I decided that I wanted to further my knowledge and career in this arena and I sat my first core paper for Resolution.

Last week coming home from the Resolution conference, I found out that I had passed! 🥳 🥳

If you do have any questions on the different ways we can help, please drop me a message.

A week in the life of Kaz ⭐ An insanely busy week but a great one!I will speak more about my week in further posts as so...
28/02/2026

A week in the life of Kaz ⭐ An insanely busy week but a great one!

I will speak more about my week in further posts as so much has happened and I'd love to share some snippets but for now on a Saturday - this is what I got up to....

⏺ 1 Client Appointments

⏺ 2 CPD events

⏺ Tuesday was the first event of the year for the Bizpedia Portsmouth Group at Limewood with my guest Claire Ryan MBA ! We had the wonderful Will Rosie teaching us how to create our perfect arty piece- see mine below 🤣

⏺ The Resolution Financial Adviser conference in Birmingham from Wednesday to Friday - This conference was fantastic and something I'm going to touch on in the next few weeks!

Have a great weekend everyone!

Address

Segensworth Office Park, 10 Little Park Farm Road
Fareham
PO155TD

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