Shortly after graduating from university in 2004, Kozzy took on a Graduate Management role in one of the world’s largest banks at the time working in the City of London for 2 years. This led to being appointed to bank branch manager roles in Leicestershire and Northamptonshire over a course of 7 years, which helped Kozzy build strong relationships with the local communities and understand the importance of managing one’s money with the correct advice or guidance and the potential negative impact of not doing so.
Kozzy then made the jump to providing specialist and regulated financial advice in 2013 and has since worked in providing holistic advice in areas such as investment planning, retirement planning and family/life protection. The feedback Kozzy commonly receives is that he has a special talent for really understanding what his client’s need and want and is able to communicate at a level that that suits them. A natural problem solver, Kozzy will ensure he asks the right questions to be able to really help his clients develop a bespoke plan to help achieve their objectives and help manage that plan on an ongoing basis through regular contact.
Born in London, but brought up in Wellingborough in Northamptonshire, Kozzy enjoys family life with his two boys and his wife. Having been a keen photographer in previous years, Kozzy now spends a lot of his spare time juggling family commitments and developing his Taekwondo skills – the only bit of fitness he does!