Kaz is a Chartered Financial Planner with over 10 years of experience supporting individuals and business owners through every stage of their financial journey. As part of the team at W Wealth, she offers tailored advice across investments, pensions, protection planning, mortgages, and equity release — helping clients across Hampshire, Dorset, and London navigate complex decisions with clarity.

Known for her warm, down-to-earth style, Kaz believes that sound financial planning is key to long-term happiness and fulfilment. She has a particular passion for supporting clients through major life transitions, including divorce and separation, providing expert guidance on financial settlements with care and empathy.

Whether it’s planning for the future, protecting loved ones, or building sustainable wealth, Kaz’s approach is holistic, people-focused, and rooted in trust.