The People Behind
W Wealth Management

APFS, Director and Chartered Financial Advisor

Peter has over 20 years of experience advising clients in the Hampshire, Dorset and London and is W Wealth’s Chartered Financial Advisor. He also oversees the financial advisor team and heads up the investment committee that creates our investment portfolios.

Helping high-net-worth individuals and their families with the intricacies of tax efficiency and legacy building, Peter has in-depth knowledge of all things financial planning.

Email Peter at peter@wwealth.co.uk or give him a call at 01489 660 894 or 01202 133 725.

APFS, Director and Chartered Financial Advisor

Chris has over 15 years of experience advising clients on all aspects of financial planning, and has built up his knowledge by completing the Advanced Diploma in Financial Planning and attaining Chartered Financial Planner status.

Actively involved in our investment committee and a designer of our investment portfolios, he helps meet clients’ objectives and offers guidance around pensions, investments, tax and estate planning.

He’s also a member of Resolution and offers financial advice around divorce, covering key topics like pension sharing orders.

Call Chris at 01489 660 894 or email chris@wwealth.co.uk.

CTA LLB Hons and Chartered Tax Advisor

With over 15 years of experience, Nick proactively advises clients on Inheritance Tax, Capital Gains Tax, and Income Tax liabilities and carries out mitigation strategies for our clients’ futures.

Nick takes care of clients’ tax affairs in conjunction with broader financial planning. Generally, he focuses his efforts on business owners and familial tax planning, particularly on a generational basis.

Email Nick at nick@wwealth.co.uk or give him a call at 01489 660 894 or 01202 133 725.

APFS, Chartered Financial Advisor

With a familial style, Kaz Downing’s perspective on financial advice is a key enabler for happiness and fulfilment, which emphasizes the importance of sound financial management in achieving overall well-being.

Kaz has around 10 years’ experience advising clients on all aspects of financial planning and has attained the Chartered Financial Planner status. Not only does Kaz focus on Wealth Management, but she helps clients with mortgages and Equity Release too.

Divorce and separation are also close to Kaz’s heart, and she helps couples navigate the financial settlement throughout the divorce process, whether this be mediation, collaboration or working with solicitors.

To speak to Kaz, call 01489 660894 or email kazdowning@wwealth.co.uk.

DipPFS, Financial Advisor

Elaine has over 35 years of experience in the industry and has a massive amount of technical expertise.

Advising clients on all aspects of financial planning, from pensions to retirement and investments, estate planning and protection, she’s also a member of the Personal Finance Society and Diploma qualified.

Email Elaine at elaine@wwealth.co.uk or give her a call at 01202 133 725.

DipPFS, Paraplanner

Amanda has over 25 years in the financial service industry and has been a paraplanner since 2017, supporting our advisers and assisting with research and advice. She’s instrumental in devising client suitability reports and is another W Wealth team member to be a Diploma qualified member of the Personal Finance Society.

You can call Amanda at 01202 133 725 or email amanda@wwealth.co.uk.

Executive Assistant

Having worked in the sector since 1986, Lisa has gained professional qualifications in the London Chamber of Commerce Private Secretary’s Certificate and the Chartered Insurance Institute’s Financial Planning Certificate.

Call Lisa at 01489 660 894 or email lisa@wwealth.co.uk.

Compliance and Operations Associate

Richard has over 20 years of experience working within the financial services industry, having started his journey at Skandia (now Quilter) back in 2004. From there, he moved to a financial advisory firm to further enhance his knowledge of the operational side of business before joining W Wealth Management in February 2023 as our compliance and operations associate.

Having gained valuable experience from a variety of roles, Richard has a penchant for the more analytical and technical side of the business. As such, you will find him supporting the Directors by way of Interpreting data into meaningful Management Information; as well as providing in-house facility management and operational support. He also enjoys Compliance monitoring and appreciates the meticulous adherence to the various laws and regulations that apply to the financial sector.

Outside of work, Richard enjoys spending time with his family, cooking and socialising with his friends. He also loves watching sport, especially contact sport, and supporting the Saints!

Call Richard at 01489 660 894 or email richard@wwealth.co.uk.